Talent.com
Senior Inside Sales Representative
Senior Inside Sales RepresentativeWolters Kluwer • Coppell, TX, US
No longer accepting applications
Senior Inside Sales Representative

Senior Inside Sales Representative

Wolters Kluwer • Coppell, TX, US
30+ days ago
Job type
  • Full-time
Job description

Senior Inside Sales Representative (ISR) For CCH Small Firm Services

Wolters Kluwer is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering exceptional value to our clients through cutting-edge technology and unparalleled customer service.

What You'll Be Doing :

As a Senior Inside Sales Representative (ISR) for CCH Small Firm Services, your primary responsibility is to drive profitable sales growth to new customers within a designated territory. You will be responsible for learning and staying current on the comprehensive SFS product line, prospecting for new clients and following a methodical sales process. You'll represent Wolters Kluwer within the industry and territory and contribute to sales planning and forecasting activities.

Responsibilities :

  • 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.

You Are A Great Fit If You Have :

Education :

  • Bachelor's Degree from an accredited college / university OR if no degree; equivalent relevant sales experience
  • Minimum 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
  • Preferred Qualifications :

  • 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
  • Prior 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)
  • Core Competency Requirements :

  • Hunter Sales Mindset : Driven by goals, resilient under pressure, and motivated by new client acquisition and outbound engagement
  • Territory & Pipeline Management : Strong organizational skills to juggle multiple priorities and manage dozens of opportunities across the sales funnel
  • CRM Expertise : Proficient in Salesforce or similar tools; able to track activities, manage leads, and run reports with accuracy
  • Forecasting Discipline : Demonstrated ability to analyze trends, probability to close, and pipeline velocity to produce dependable forecasts
  • Consultative Communication : Excellent verbal and written communication with the ability to influence diverse buying personas
  • Metrics-Driven Performer : Comfortable in a structured environment where success is measured by KPIs including dials, connects, demos set, and closed revenue
  • Transactional + Strategic Sales Skills : Ability to pivot between high-volume transactional deals and more strategic, solution-oriented selling for larger clients
  • Travel :

  • Up to 10% annually
  • Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

    Create a job alert for this search

    Inside Sales Representative • Coppell, TX, US

    Related jobs
    Inside Sales

    Inside Sales

    TradeJobsWorkforce • 76015 Arlington, TX, US
    Full-time
    Are you an inside sales professional with experience in an in-bound customer call environment? Can you thrive in a competitive sales environment with unlimited earnings potential, that values the d...Show more
    Last updated: 30+ days ago • Promoted
    Inside Sales Intern

    Inside Sales Intern

    Vertex • Arlington, TX, US
    Full-time
    You will work directly with the Inside Sales Representatives, Sales Development Representatives, and Client Relationship Managers to assist in contact discovery, research, and the support of pipeli...Show more
    Last updated: 25 days ago • Promoted
    Senior Event Sales Representative

    Senior Event Sales Representative

    Bowlero Corporation • Denton, TX, US
    Full-time
    Hybrid Senior Events Sales Representative.Your next adventure starts here! At Lucky Strike Entertainment, great times and exciting opportunities go hand in hand. Join us as a Hybrid Senior Events Sa...Show more
    Last updated: 23 days ago • Promoted
    Inside Sales Account Manager

    Inside Sales Account Manager

    USA Jobs • Arlington, TX, US
    Full-time
    The Inside Sales Account Manager works with a team of individuals to obtain our organizational goals, maintain key customer relationships, and identify business opportunities in current market cond...Show more
    Last updated: 1 day ago • Promoted
    Inside Sales Account Manager

    Inside Sales Account Manager

    Texas Staffing • Arlington, TX, US
    Full-time
    The Inside Sales Account Manager works with a team of individuals to obtain our organizational goals, maintain key customer relationships, and identify business opportunities in current market cond...Show more
    Last updated: 12 hours ago • Promoted • New!
    Inside Sales (100% Remote)

    Inside Sales (100% Remote)

    Global Elite • Denton, TX, US
    Remote
    Full-time
    If you are looking for a fully remote position with the ability to travel, AO is the perfect opportunity for you! At AO, you can work 100% remotely and from anywhere in the world.On top of that, we...Show more
    Last updated: 30+ days ago • Promoted
    Sales Representative (Countertop)

    Sales Representative (Countertop)

    MSI • Farmers Branch, TX, US
    Full-time
    Summary : The sales representative is responsible to grow and develop the sales and margins of MSI’s countertop products with fabricators and K&B’s located within an assigned geographic territory.Wo...Show more
    Last updated: 5 hours ago • Promoted • New!
    Inside Sales Specialist

    Inside Sales Specialist

    Core & Main • Krugerville, TX, United States
    Full-time
    Louis, Core & Main is a leader in advancing reliable infrastructure with local service, nationwide.As a specialty distributor with a focus on water, wastewater, storm drainage and fire protection p...Show more
    Last updated: 27 days ago • Promoted
    Inside Sales Rep

    Inside Sales Rep

    TradeJobsWorkForce • 75390 Dallas, TX, US
    Full-time
    Inside Sales Rep Job Duties : Contact regular and prospective customers to demonstrate products, ...Show more
    Last updated: 30+ days ago • Promoted
    Sales Representative Nationwide

    Sales Representative Nationwide

    Container One • Denton, TX, US
    Full-time
    Container One is a leading provider of shipping containers, modified containers, shipping container accessories, and portable storage containers. We specialize in offering a comprehensive range of c...Show more
    Last updated: 25 days ago • Promoted
    Sales Representative (Ukrainian & English)

    Sales Representative (Ukrainian & English)

    ELVTR • Denton, TX, US
    Full-time
    ELVTR is a premier online education platform specializing in live courses led by industry experts from global companies such as Nike, Netflix, Google, and more. Since our establishment in 2020, we h...Show more
    Last updated: 25 days ago • Promoted
    Account Expert, Business - Irving, TX

    Account Expert, Business - Irving, TX

    T-Mobile USA, Inc. • Irving, TX, United States
    Full-time +1
    At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation pack...Show more
    Last updated: 30+ days ago • Promoted
    Outside Sales Representative

    Outside Sales Representative

    Platinum Supplemental Insurance • Tioga, TX, US
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show more
    Last updated: 16 days ago • Promoted
    Inside Sales Specialist

    Inside Sales Specialist

    Symple Lending • Irving, TX, US
    Full-time
    Quick Apply
    REMOTE ROLE • • Symple Lending, is an innovative fintech company at the forefront of transforming the lending industry by empowering customers on their journey to financial freedom.Our commitment lie...Show more
    Last updated: 18 days ago
    Remote Inside Sales Representative

    Remote Inside Sales Representative

    ForgeFit • Arlington, TX, US
    Remote
    Full-time
    Quick Apply
    Remote Inside Sales Representative Company : ForgeFit Location : Remote (U.Based) Employment Type : .Full-Time About ForgeFit ForgeFit supplies cutting-edge fitness equi...Show more
    Last updated: 30+ days ago
    Sales Representative, Inbound Remote

    Sales Representative, Inbound Remote

    Liberty Mutual Insurance Group • Carrollton, TX, US
    Remote
    Full-time
    Future Remote Inside Sales Representatives.Apply Today Classes Start January 2026!.Are you ready to launch a rewarding career in insurance sales? We're inviting motivated, people-focused individua...Show more
    Last updated: 30+ days ago • Promoted
    Inside Sales Representative

    Inside Sales Representative

    Staffmark Group • Irving, TX, United States
    Full-time
    Staffmark is hiring an Inside Sales Representative for our partner company in Irving, TX.In this position, you'll manage order processing, provide customer support, and ensure smooth coordination b...Show more
    Last updated: 27 days ago • Promoted
    Inside Sales Representative

    Inside Sales Representative

    ThyssenKrupp Materials NA Inc • Grand Prairie, TX, United States
    Full-time
    Company With around 480 locations in over 40 countries, thyssenkrupp Materials Services is the biggest materials distributor and service provider in the western world. The broad service spectrum of...Show more
    Last updated: 8 hours ago • Promoted • New!