Senior Inside Sales Representative *SaaS* Hybrid

***This is a hybrid position requiring working from our Coppell, TX office on a weekly basis.***

Research and Learning, US (CCHGroup.com) is part of Wolters Kluwer Tax & Accounting, one of the world's leading providers of tax, accounting and audit information, solutions and services to accounting firms, corporate tax and auditing departments, federal and state government agencies, universities and libraries. Our key solutions include the CCH® AnswerConnect research platform that helps streamline workflows, improve accuracy and efficiency, and give users unprecedented access to world-class content; CCH® Account Research Manager®, which provides tax and accounting professionals with all essential guidance they need to stay in compliance with GAAP, GAAS, and SEC rules and regulations; as well as CCH® CPELink, a convenient online self-study resource for tax and accounting professionals to complete their continuing professional education (CPE) requirements.

As a Sr. Inside Sales Representative (ISR) for Wolters Kluwer Research & Learning, you will be responsible for driving profitable sales growth to new customers within a designated territory.  This includes developing and keeping current on all assigned products in addition to learning and following the Wolters Kluwer sales methodology/process. This is a virtual, telephonic inbound/outbound sales role where you will be responsible for generating revenue and/or profit margin in small accounts.  You will learn sales techniques on an ongoing basis and report daily and weekly activity to management.  You will report to the Manager, Inside Sales – Wolters Kluwer Tax & Accounting, Research & Learning.

YOU WILL

• Achieve/exceed assigned sales targets
• Meet and exceed weekly activity metrics
• Develop and maintain strong knowledge of complete portfolio of assigned products, and general knowledge of all TAA NA software offerings
• Maintain general knowledge of competitive solutions
• Build and foster on-going relationships with prospects (and customers) to add value and advance sales
• Articulate value proposition of TAA NA
• Identify scope of opportunities within prospect (and customer) business structure
• Apply sales process and methods to present solutions to prospects, overcome objections and use persuasive selling techniques to close sales
• Execute in-depth sales cycle incorporating solution sets with multifaceted components
• Document all activity and maintain accurate forecasting/current status of pipeline within CRM
• Implement and execute territory planning to optimize performance against quota
• Assess pipeline and reprioritize sales activity as necessary to ensure monthly quotas can be met
• Engage Solutions Design to provide pre-sales support as needed for demos and technical questions
• Other duties as assigned by Manager or Supervisor

YOU HAVE

Education:

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

Minimum Experience:

• 2+ years’ of B2B/B2C/B2G inside/virtual sales or consultative client service experience in a comparable role promoting intangible products and services.  Or, if no prior sales or client service experience; must have relevant work experience as a tax practitioner
• Proficiency with Salesforce.com or other comparable CRM application

Preferred Experience: 

• Experience selling SaaS/software or digital content products
• Prior Tax & Accounting Industry or Financial Services Software/SaaS sales experience
• Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module)

Additional Skills, Knowledge & Abilities:

• 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
• Experience carrying a quota and exceeding sales targets; preferably in a hunter sales role

• Ability to work flexible hours

#LI-Hybrid

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Compensation range listed is based on primary location of the position.  Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. 

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.