Advanced Inside Sales Representative *Cloud Software Solution Sales* Hybrid

wk; Coppell (TX); Hybrid; USD 48,000 - 81,000; Full time

Benefits offered by this job

Commission eligible

Hybrid work model

Job summary

Wolters Kluwer Tax & Accounting US is seeking an Advanced Inside Sales Representative to drive complex B2B/B2G sales for an intangible software portfolio. This hybrid role is based in Coppell, TX and reports to the Manager of Inside Sales, Small Firms.

Candidates must have a strong sales background and CRM expertise, with the ability to manage strategic customer relationships and close high-value deals. The role focuses on achieving targets, building product knowledge, drafting quotes, and

Qualifications

• Bachelor's degree or equivalent sales experience.
• 5+ years of B2B or B2G commissioned sales experience (intangible product).
• Strategic customer service orientation for complex client needs.
• Strong communication and CRM proficiency.

Responsibilities

• Achieve and exceed assigned sales targets.
• Develop knowledge of the product portfolio and competitive solutions.
• Prepare quotes and proposals and close sales.
• Document activities in CRM with accurate forecasting.
• Mentor junior team members and collaborate across departments.

Skills

B2B/B2G selling

Strategic Customer Service

Strategic Sales Techniques

Professional Communication

CRM proficiency

Excellent organization

Attention to detail

Data interpretation

Product knowledge

5+ years sales experience

Education

Bachelor's degree or equivalent sales experience

Tools

CRM Software

Job description

This is a hybrid position requiring working from our Coppell, TX office on a weekly basis.

The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity and speed. These needs place a premium on access to active agile systems and integrated workflow solutions -- in short "Best in Process" solutions. This is precisely the value that Wolters Kluwer, Tax & Accounting US delivers to Accounting professionals.

As an Advanced Inside Sales Representative for Wolters Kluwer Tax & Accounting US , you'll bring extensive knowledge and expertise in managing complex sales activities and resolving sophisticated customer issues. You will serve as a key resource within the sales team, focusing on executing and problem‑solving to improve sales processes and outcomes. You will report to the Manager, Inside Sales - Tax & Accounting, Small Firms.

What you'll be doing:

• Achieve/exceed assigned sales targets
• Meet/exceed weekly activity metrics
• Develop and maintain knowledge of complete portfolio of assigned products, and general knowledge of all TAA NA software offerings
• Maintain general knowledge of competitive solutions
• Promote value proposition of TAA NA
• Implement strategic sales initiatives and projects
• Handle the most complex inbound and outbound sales inquiries
• Qualify and prioritize sales leads with strategic potential
• Identify scope of opportunities within prospect (and customer) business structures
• Engage Solutions Design to provide pre-sales support for demos and technical questions
• Develop and present comprehensive sales quotes and proposals
• Apply sales process and methods to present solutions to prospects, overcome objections and use selling techniques to close sales
• Resolve highly complex customer issues with products and services and collaborate with multiple departments for large-scale orders
• Build and foster ongoing relationships with prospects (and customers) to add value and advance sales
• Implement and execute territory planning to optimize performance against quota
• Assess pipeline and reprioritize sales activity as necessary to ensure monthly quotas can be met
• Document all activity in CRM application--Maintain accurate forecasting and record, analyze, and report on detailed sales activities and trends
• Mentor and guide junior associates and peers
• Other responsibilities as assigned by Manager

Education:

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

Minimum Experience:

• 5+ years' of B2B or B2G commissioned sales experience of an intangible product (Technical, software/SaaS or digital content sales)

Additional Skills, Knowledge & Abilities:

• Strategic Customer Service Orientation: Handle intricate and strategic customer needs
• Strategic Sales Techniques: Develop and execute specialized sales strategies
• Professional Communication Skills: High-level, nuanced communication
• Expert CRM Use: Advanced proficiency with CRM tools
• Exceptional Organization: Outstanding task and time management
• Refined Attention to Detail: Unmatched accuracy and precision
• Analytical Data Interpretation: Skilled at analyzing and interpreting complex sales data
• Extensive Product Knowledge: Thorough understanding of all products/services

#LI-Hybrid

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you-not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

$47,600.00 - $81,250.00 USD

This role is eligible for Commission.

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information :

Wolters Kluwer offers a w