Senior Inside Sales Representative, Software

Wolters Kluwer Tax & Accounting US (CCHGroup.com) is a leading provider of tax, accounting and audit information, software and services, and is a division of Wolters Kluwer, a market-leading global information services company. It has served tax, accounting and business professionals since 1913. Among its market-leading solutions are The CCH® ProSystem fx® Suite, CCH Axcess™, CCH® IntelliConnect®, CCH® IntelliConnect Direct, CCH® Accounting Research Manager® and the U.S. Master Tax Guide®. Wolters Kluwer Tax & Accounting US is based in Riverwoods, IL, with key office locations in Dallas, Wichita, New York, Washington, D.C., Chicago and Torrance.

The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity and speed. These needs place a premium on access to active intelligence, agile systems and integrated workflow solutions -- in short "Best in Process" solutions. This is precisely the value that Wolters Kluwer, Tax & Accounting US delivers to professionals.

The Sr. Inside Sales Representative (ISR) has primary responsibility for driving profitable sales growth to new accounts. ISR activities also include learning and staying informed on the comprehensive CCH Axcess Tax™, ProSystem fx® Tax, ATX ™ and TaxWise® solution product lines; learning and following a comprehensive sales process; updating and managing sales pipeline information for an assigned target account list; collaborating with Field Sales Executives, other internal sales, and support partners; contributing to new product development to meet changing customer needs; managing time and resources effectively; representing CCH, Wolters Kluwer within the industry and territory; and contributing to sales planning and forecasting activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Achieves or exceeds assigned sales targets
• Meets and exceeds weekly activity metrics
• Develops and maintains strong knowledge of complete portfolio of assigned products, and general knowledge of all TAA NA software offerings
• Maintains general knowledge of competitive solutions
• Builds and fosters on-going relationships with prospects (and customers) to add value and advance sales
• Articulates value proposition of TAA NA
• Identifies scope of opportunities within prospect (and customer) business structure
• Applies sales process and methods to present solutions to prospects, overcome objections and use persuasive selling techniques to close sales
• Documents all activity in CRM application
• Maintains accurate forecasting and current status of pipeline within CRM
• Assesses pipeline and reprioritizes sales activity as necessary to ensure monthly quotas can be met
• Engages Solutions Design to provide pre-sales support as needed for demos and technical questions
• Implements and executes territory planning to optimize performance against quota
• Execute in-depth sales cycle incorporating solution sets with multifaceted components
• Other duties as assigned by Manager or Supervisor

MINIMUM QUALIFICATIONS

Education:

Bachelor's Degree from an accredited college/university OR if no degree; equivalent relevant sales experience

Minimum Qualifications:

• 2+ years' of B2B commissioned sales experience of an intangible product (Technical, software/SaaS or on-line solutions sales)
• Demonstrated experience with consultative sales approach, developing and qualifying prospect lists and making presentations to prospective clients to explain the business' products and services and their alignment with client needs
• Proficiency using online presentation tools (MS Teams, WebEx, ZoomInfo etc.)

Preferred Qualifications:

• Prior Accounting Industry or Financial Services Software/SaaS sales experience
• Understands workflow of Accounting or Professional Services Firms
• Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module)

Additional Skills, Knowledge & Abilities:

• Basic technical aptitude and working knowledge of PC operation and components
• Microsoft Office Suite (Word, Excel, PowerPoint & Outlook)
• Proficiency with Salesforce.com or other comparable CRM application
• Ability to work flexible hours