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Wolters Kluwer

Senior Sales Business Retention Associate, Software *Hybrid*

Posted Yesterday
Be an Early Applicant
6 Locations
53K-73K Annually
Mid level
6 Locations
53K-73K Annually
Mid level
As a Senior Sales Business Retention Associate, you'll manage customer renewals, upsell software, generate leads, and maintain client relationships while utilizing sales tools and techniques.
The summary above was generated by AI

***This a hybrid position requiring working from our Coppell, TX; Wichita, KS; Torrance, CA; Denver, CO; Clayton, MO or Kennesaw, GA offices on a weekly basis***

Wolters Kluwer Tax and Accounting North America invites individuals who are passionate about helping to create the future of tax and accounting to join our team!

As a Sr. Sales Business Retention Associate for Wolters Kluwer Tax & Accounting; you will perform inside sales activities related to the existing customer base. Your primary responsibility is to secure the various software product renewals, increase revenue through upselling and delivering on annual price increases. Additionally, you will be responsible for generating, uncovering and forwarding leads to the appropriate sales channels. You will report to the Manager, Sales Business Retention – Tax & Accounting North America.
YOU WILL:

  • Learn full line of Tax & Accounting software products including features, benefits, pricing, intended use, value proposition and competitive position in order to effectively serve clients
  • Handle renewal activity for Tax & Accounting software customers to effectively promote and facilitate a positive renewal environment for the customer
  • Handle add-on sales activity and other sales services
  • Execute the sales process for Tax & Accounting Software products and services by staying fully informed of the prescribed sales process
  • Actively evaluate and explore new practices and tools to improve processes consistent with company guidelines and present to management for implementation consideration
  • Effectively track and manage renewal cycles throughout the year
  • Manage additional high-profile accounts for tax compliance
  • Other duties as assigned by Manager/Supervisor

YOU HAVE:

Education: BS/BA degree in a business-related field; Or if no degree, equivalent years of relevant work experience

Minimum Experience:
Two or more years of experience in a sales/account management, customer service or customer facing role including:

  • Experience using online presentation tools (MS Teams/WebEx)
  • Excellent verbal and written English language skills

Preferred Experience:

  • 2 or more years of B2B retention/renewals or inside sales experience working with an intangible product; preferably SaaS/software subscription based products
  • Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module)
  • Working knowledge of Tax & Accounting industry and Audit principles, practices and terminology
  • Proficiency with Salesforce.com or other comparable CRM application

Additional Skills, Knowledge & Abilities:

  • Demonstrated ability to work independently and meet deadlines consistently with minimal supervision
  • Demonstrated ability to create positive working relationships with customers, co-workers and leaders
  • Strong customer service and interpersonal skills
  • Good organizational skills and ability to prioritize work effectively to meet business needs
  • Ability to work flexible schedule and manage overtime as required meeting objectives during peak season

#LI-Hybrid

Compensation:

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $52,800 - $72,600
 
This role is eligible for Commission.

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

Top Skills

Ms Teams
Salesforce
Webex

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