About the role
As a Senior Inside Sales Representative (ISR) for CCH Small Firm Services, your primary responsibility is to drive profitable sales growth to new customers within a designated territory. You will be responsible for learning and staying current on the comprehensive SFS product line, prospecting for new clients and following a methodical sales process. You’ll represent Wolters Kluwer within the industry and territory and contribute to sales planning and forecasting activities.
What they're looking for
- 2+ years’ of B2B inside sales, account/relationship management experience or other relevant work experience in the tax preparer space
- Experience carrying a quota and exceeding sales targets
- Hunter Sales Mindset: Driven by goals, resilient under pressure, and motivated by new client acquisition and outbound engagement
- Territory & Pipeline Management: Strong organizational skills to juggle multiple priorities and manage dozens of opportunities across the sales funnel
- CRM Expertise: Proficient in Salesforce or similar tools, able to track activities, manage leads, and run reports with accuracy
- Forecasting Discipline: Demonstrated ability to analyze trends, probability to close, and pipeline velocity to produce dependable forecasts
More about this role
***This is a hybrid role requiring working from our Coppell, TX office on a weekly basis***
Wolters Kluwer is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering exceptional value to our clients through cutting-edge technology and unparalleled customer service.
As a Senior Inside Sales Representative (ISR) for CCH Small Firm Services, your primary responsibility is to drive profitable sales growth to new customers within a designated territory. You will be responsible for learning and staying current on the comprehensive SFS product line, prospecting for new clients and following a methodical sales process. You’ll represent Wolters Kluwer within the industry and territory and contribute to sales planning and forecasting activities.
- Territory Ownership: Strategically manage a defined geographic or vertical territory, developing and executing sales plans that align with revenue goals.
- Pipeline Development & Maintenance: Build and maintain a robust, well-qualified sales pipeline across multiple opportunity...
Browse similar: Startup jobs