Senior Sales Business Retention Associate

Wolters Kluwer Tax & Accounting North America has served tax, accounting and audit professionals, within the United States and Canada, since 1913. Our market-leading solutions include: CCH® ProSystem fx®, CCH Axcess™, CCH® IntelliConnect®, CCH® iFirm, ATX™, TaxWise®, U.S. Master Tax Guide®, Taxprep and Cantax in Canada, and CCH® SureTax® and CCH® Sales Tax for businesses requiring sales and use tax compliance. Today, tax and accounting professionals within mid-to-large firms, have evolving needs and expectations and count on Wolters Kluwer to provide solutions that help them navigate complex tax laws with accuracy, greater mobility and speed. These needs place a premium on access to agile systems, integrated workflows, and solutions that simplify the tax and accounting compliance ecosystem.

Wolters Kluwer Tax and Accounting North America invites individuals who are passionate about helping to create the future of tax and accounting to join our team. Our key office locations include Kennesaw, GA; Riverwoods, IL; Dallas, TX; Wichita, KS; Torrance, CA and Toronto, CA.

The Sr. Sales Business Retention Associate (SBRA) performs inside sales activities related to the existing customer base. The primary responsibility of the (SBRA) is to secure the various software product renewals, increase revenue through up-selling and delivering on annual price increases. Additionally, the (SBRA) is responsible for generating, uncovering and forwarding leads to the appropriate sales channels. These functions are performed in a manner consistent with company established timelines and objectives.

Under limited supervision following general instruction for new or special assignments within sales business retention, this position carries out and delivers specific delegated tasks or a range of tasks as part of a specific service or service team. Requires considerable knowledge and specialized skills of operational or administrative systems and processes achieved through job-related training and considerable on-the-job experience. Works on more complicated issues or tasks by following an established pattern, with a requirement to run sales related analyses, reports, record information or results to an agreed format. Completes work related to the retention of existing customers and re-engaging lapsed customers. Contributes to the improvement of short and long term business relationships and generates sales leads with frequent contact. Provides strong customer and product support. Responsible for reporting daily or weekly sales activity.

Essential Duties And Responsibilities

• Executes the sales process for Tax & Accounting Software products and services by staying fully informed of the prescribed sales process
• Provides sales service to Tax & Accounting software prospects and works with field sales force to assist in prospecting and securing new business
• Learns full line of Tax & Accounting software products including features, benefits, pricing, intended use, value proposition and competitive position in order to effectively serve clients
• Handles renewal activity for accounts, add-on sales activity, account management and other sales services
• Actively evaluates and explores new practices and tools to improve processes consistent with company guidelines and presents to management for implementation consideration
• Handles account management activity for Tax & Accounting software customers to effectively promote and facilitate a positive renewal environment for the customer
• Effectively tracks and manages renewal cycles throughout the year
• Manages additional high-profile accounts for tax compliance
• Other duties as assigned by Manager/Supervisor

Minimum Qualifications:

• Excellent verbal and written English language skills
• Basic technical aptitude and working knowledge of PC operation and components
• 1+ year of work experience in a sales or relevant customer facing role
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook and Teams)
• Strong customer service and interpersonal skills
• High School diploma or equivalent
• Demonstrated ability to create positive working relationships with customers, co-workers and leaders

Preferred Qualifications:

• Bachelor’s degree
• 2+ years of inside sales experience
• Prior sales experience working with an intangible product (Technical, software/SaaS solutions)

Additional Skills, Knowledge & Abilities:

• Demonstrated ability to work independently and meet deadlines consistently with minimal supervision
• Good organizational skills and ability to prioritize work effectively to meet business needs
• Ability to work flexible schedule and manage overtime as required meeting objectives during peak season