Account Executive

• 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

Senior Inside Sales Representative, Software

Account Executive

Sales Representative

Account Executive

Inside Sales Representative

Enterprise Account Director, Services – East/Midwest