Enterprise Account Executive
Crafty
Senior Inside Sales Representative, Software
Wolters Kluwer
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Drive profitable sales growth to new customers within a designated territory
- Learn and stay current on the comprehensive SFS product line
- Prospect for new clients and follow a methodical sales process
- 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 sizes; ensure consistent progression through each sales stage
- Daily Sales Activity Execution: Meet or exceed daily outbound call/email activity targets and connect rates to ensure consistent pipeline velocity
- High-Velocity Selling: Drive transactional sales while simultaneously managing longer sales cycles for high-value opportunities
- Forecasting & Reporting: Deliver accurate weekly and monthly sales forecasts using CRM data and pipeline analysis
- Lead Generation: Proactively identify, engage, and qualify new sales opportunities via cold calling, referrals, marketing campaigns, and data mining
- Solution-Based Selling: Conduct needs assessments and position software solutions that drive efficiency, compliance, and growth for retail tax businesses
- Sales Presentations & Proposals: Prepare and present tailored product demonstrations, proposals, and pricing packages to prospective customers
- Cross-Functional Collaboration: Coordinate with onboarding, implementation, and support teams to ensure a seamless customer experience post-sale
- Market Feedback Loop: Capture and communicate customer and market insights to support product development and marketing strategies
- Report to the Manager, Inside Sales – Tax & Accounting North America, Preparer
Requirements
- Bachelor's Degree from an accredited college/university OR if no degree; equivalent relevant sales experience
- 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
- 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
- Tax Industry Acumen: Understanding of the needs and workflows of retail tax professionals is a strong advantage
- Prior sales, account or relationship management experience in the tax preparer space (preferred)
- Prior Accounting Industry or Financial Services Software/SaaS sales experience (preferred)
- Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module) (preferred)
- Hunter Sales Mindset; Territory & Pipeline Management; CRM Expertise (Salesforce or similar tools); Forecasting Discipline; Consultative Communication; Metrics-Driven Performer; Transactional + Strategic Sales Skills
- Excellent verbal and written communication with the ability to influence diverse buying personas
- Comfortable in a structured environment where success is measured by KPIs including dials, connects, demos set, and closed revenue
- Travel: Up to 10% annually
- Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process
