Wolters Kluwer

Sales

• Lead, coach, and mentor a team of solution consultants.
• Partner with sales leadership to develop and execute go-to-market strategies.
• Act as a trusted advisor to C-level executives and finance leaders.
• Work closely with Product Management, Marketing, and Professional Services to ensure feedback loops and solution alignment.
• Track and report on key performance metrics (win rates, demo quality, utilization).

Director, Technology Sales Support – NA CPM Solution Consulting

QA Engineer

• Provide leadership and guidance to QA managers and senior professionals
• Develop and implement the QA strategy across multiple departments
• Align QA initiatives with overall business objectives and goals
• Drive process improvements and innovation in quality assurance
• Oversee the execution of complex testing projects and programs
• Ensure consistency in QA processes and standards across departments
• Collaborate with senior leaders to prioritize quality initiatives
• Manage resource allocation and budget for QA activities
• Foster a culture of continuous improvement and quality excellence
• Represent the QA function in executive meetings and presentations

Software Quality Assurance, Associate Director

Strategy

• Partner with business Intelligence and conduct personal competitive analysis/market research to identify emerging ecommerce trends (B2B & B2C).
• Partner with business segment & marketing leaders to define eCommerce commercialization plan.
• Participate in 3-year strategic planning and eCommerce roadmap development to align with business goals.
• Identify opportunities to improve digital conversion, enhance customer experience, and optimize pricing/promotion models.
• Work cross-functionally with Product, Marketing, Analytics, and Business Segment teams to align eCommerce initiatives with company objectives.
• Partner with Marketing and Go-to-market to define product enablement backlog based on opportunity and strategic priorities.
• Advocate for digital commerce best practices and influence senior leadership on key investment decisions.
• Partner with the analytics team to track eCommerce KPIs, measure success against strategic goals, and provide actionable insights via recurring scorecard reviews.
• Assess product performance by region, segment, and customer type to recommend optimizations.
• Present findings and recommendations to leadership on how to accelerate eCommerce revenue growth.

Digital Strategy Manager

Customer Success Manager

• Manage a team of Customer Success professionals, ensuring their daily activities align with departmental goals.
• Oversee the customer onboarding process, enhancing the overall experience.
• Analyze customer performance data to identify improvement areas.
• Develop and execute strategies to improve customer engagement and product usage.
• Handle escalated customer issues, providing resolutions and feedback.
• Coordinate with training resources to facilitate customer training sessions.
• Implement and track success metrics to ensure customer satisfaction.
• Foster long-term customer relationships through regular interactions.
• Manage renewal processes to ensure customer retention.
• Collaborate with sales and support teams to design and implement new service initiatives.

Manager, Customer Success

General Counsel

• Providing hands-on legal assistance in structuring and drafting, negotiating, interpreting, managing and enforcing complex and high value commercial transactions, including licensing and software arrangements (including SaaS services and related implementation agreements), master services agreements and related statements of work, partnering, reseller and strategic alliance arrangements, and (vi) vendor and consulting agreements.
• Working closely with and providing comprehensive legal counseling to the management team and sales leaders of the businesses regarding a broad spectrum of corporate, commercial, and intellectual property matters impacting the businesses, including legal issues related to SaaS, on premise software license and professional service offerings and strategic relationships as well as on regulatory, compliance and dispute matters.
• Working closely with CP & ESG management on contractual and regulatory exposures and risks relating to development of new customer offerings or services and related customer agreement terms, promotional and marketing activities, data protection and cybersecurity risks across different offerings and in diverse media and premise-based or mobile IT devices, and international market expansion.
• Developing a strong rapport and working relationship with the local sales teams to help drive the delivery of effective and high-quality legal services which are appropriately linked to relevant business needs of the business units, while at the same time helping drive greater consistency of approach and standards across Wolters Kluwer businesses.
• Developing an in-depth knowledge and understanding of the businesses, the underlying technology, their people, organization, markets, products, customers, competitors, and regulatory environment to identify trends and provide important level legal/commercial advice to the businesses.
• Effectively managing outside counsel in a cost-effective manner who may support certain legal needs, whether transactional, litigation or compliance in nature, and appropriately collaborate with other attorneys within the GLCD who may also be involved in supporting certain matters and managing outside counsel.

Managing Legal Counsel

Account Executive

• Build and sustain long-term relationships with high-profile clients
• Identify and secure new business opportunities with major accounts
• Develop comprehensive proposals and strategic sales plans
• Oversee seamless coordination between clients and internal teams for enhanced service delivery
• Proactively monitor and address client satisfaction and service improvements
• Analyze complex client data to inform and adjust sales strategies
• Lead strategic discussions in sales meetings and strategy sessions
• Resolve high-level client issues with minimal supervision
• Strategize and drive major lead generation and marketing campaigns
• Negotiate high-impact product/service terms with broad discretion and authority

Senior Major & Strategic Account Executive

Account Manager

• Building and maintaining effective long-term relationships with customers across industries to create demand for our products and services
• Achieving quota for the assigned book of business through directly selling products in the customers’ existing product lines
• Driving transactional adoption, pursuing and driving renewal transactions, and pursuing up-sell opportunities
• Leveraging data to understand customer usage patterns and identifying opportunities to improve adoption, pursue a renewal, pursue incremental revenue (up-sell) within the customer’s existing products, or identify potential leads for an Account Executive to pursue a cross-sell opportunity
• Conducting quarterly business reviews with customers to understand existing product usage, advise on best practice use cases and behaviors, and educate on optimal use of offerings to maximize value and increase revenue spend
• Researching and gathering information on current customers and their needs
• Monitoring and interpreting product usage data for an assigned book of accounts to identify opportunities to improve adoption, pursue renewal opportunities, up-sell within existing products, or identify opportunities for a Sales Rep to cross-sell
• Developing customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, executing renewals, up-selling business and direct sales within existing product lines
• Adhering to defined onboarding and training processes to effectively promote customer adoption of CS offerings
• Identifying leads for cross-sell opportunities and sharing them with Sales Reps to pursue
• Collaborating with Account Executive to complete annual account reviews with customers to facilitate customer retention
• Working with Account Executive to transition customers from contract-signing to post-sale support with a Customer Success Specialist
• Maintaining a clean and accurate pipeline in CRM

Account & Relationship Manager

• Manage a book of existing business comprised of accounts $50k and smaller
• Uncover upsell opportunities, through qualifying customer needs and intent
• Serve as a key resource within the sales team, focusing on executing and problem-solving to improve sales processes and outcomes
• Sell evidence based practiced resources including journals, books, and research workflow tools to academic and medical institutions
• Identify and develop new business opportunities for core offerings
• Handle complex outbound sales
• Process and manage high-impact customer orders
• Maintain and update detailed and accurate customer records including meeting and e-mail activity
• Follow up on leads and convert them into sales
• Record, analyze, and report on detailed sales activities and trends
• Develop and present comprehensive sales quotes and proposals
• Manage customer accounts and ensure their satisfaction
• Collaborate with multiple departments to close deals
• Implement strategic sales initiatives

Advanced Inside Sales Representative – Core Account Manager, Academic & Medical Sales

Inside Sales

• Lead and develop a team of 6 Inside Sales Representatives and 1 support role
• Coach ISRs on outbound prospecting strategies, objection handling, email and call scripting, & multi-touch, multi-persona engagement
• Own enterprise demand generation for North America
• Drive pipeline creation through inbound MQL conversion & outbound prospecting into target enterprise accounts
• Lead the team against clear, measurable KPIs, including pipeline generated, opportunity volume and validation, & conversion rates from lead to opportunity to close

Inside Sales Director – North America

Content Marketing Manager

• Lead the research that shapes tomorrow’s nursing education.
• Design and manage studies that validate and improve our products.
• Partner with educators and thought leaders.
• Build strong relationships with faculty and administrators to advance evidence-based learning.
• Own the research life cycle.
• Turn insights into impact.

Clinical Content Specialist – Nursing Education Researcher

• Partner with business Intelligence and conduct personal competitive analysis/market research to identify emerging ecommerce trends (B2B & B2C).
• Partner with business segment & marketing leaders to define eCommerce commercialization plan
• Participate in 3-year strategic planning and eCommerce roadmap development to align with business goals.
• Identify opportunities to improve digital conversion, enhance customer experience, and optimize pricing/promotion models.
• Work cross-functionally with Product, Marketing, Analytics, and Business Segment teams to align eCommerce initiatives with company objectives.
• Present findings and recommendations to leadership on how to accelerate eCommerce revenue growth.

Product Manager

• Drive the vision, strategy, and execution of innovative tax technology solutions within the CCH Axcess platform.
• Lead product initiatives that enhance compliance, streamline workflows, and deliver exceptional user experiences for tax professionals.
• Act as the voice of the customer and collaborate with cross-functional teams—including engineering, UX, marketing, and support.
• Lead the development, enhancement, and lifecycle management of CCH Axcess Tax products.
• Facilitate Scrum ceremonies and drive quarterly planning to align with product goals.
• Monitor product performance, adoption metrics, and regulatory changes.

Lead Technology Product Manager

• Manage a portfolio of accounts
• Set and negotiate product/service terms
• Drive revenue and ensure high customer satisfaction
• Conduct thorough needs analysis
• Develop and implement targeted sales strategies
• Track and analyze sales performance metrics
• Conduct regular status meetings with clients
• Provide detailed and accurate sales forecasts
• Support clients during the implementation of products/services
• Resolve complex customer issues promptly and effectively
• Identify opportunities for upselling and cross-selling within the account portfolio

Account Relationship Manager

• Collaborate with cross-functional teams to design and refine AI systems, including prompt strategies and medication-related search logic.
• Define and maintain pharmacologic indices and decision pathways that reflect real-world clinical reasoning.
• Contribute to the development and execution of validation processes for medication-related AI outputs.
• Translate user feedback into system improvements in partnership with product, engineering, and editorial teams.
• Monitor regulatory frameworks and risk management strategies relevant to clinical AI and pharmacy practice.
• Represent UpToDate externally through white papers, conference presentations, and thought leadership.
• Help establish internal standards and best practices for AI-driven drug content delivery.
• Maintain limited clinical practice to stay current with evolving standards and workflows.

Clinical Content Pharmacist, AI Strategist UpToDate

• Play a critical role in managing complex and high-profile accounts.
• Negotiate product/service terms with broad authority.
• Manage relationships with key and high-value accounts.
• Lead the development and implementation of sales strategies for large accounts.
• Achieve and exceed revenue targets through strategic sales planning.
• Understand and address unique challenges and needs of major accounts.
• Track and analyze sales performance metrics to drive improvement.
• Develop tailored solutions to meet customer needs.
• Provide comprehensive and insightful sales reports to senior management.
• Identify and leverage market opportunities for business growth.

Director, Technology Sales Support – NA CPM Solution Consulting

Software Quality Assurance, Associate Director

Digital Strategy Manager

Manager, Customer Success

Managing Legal Counsel

Senior Major & Strategic Account Executive

Account & Relationship Manager

Advanced Inside Sales Representative – Core Account Manager, Academic & Medical Sales

Inside Sales Director – North America

Clinical Content Specialist – Nursing Education Researcher

Digital Strategy Manager

Lead Technology Product Manager

Account Relationship Manager

Clinical Content Pharmacist, AI Strategist UpToDate

Senior Sales Representative