Hybrid Inside Sales Pro — Tax Software Solutions

Wolters Kluwer; Coppell (TX); Hybrid; USD 40,000 - 67,550; Full time

Job summary

Wolters Kluwer is seeking a Senior Inside Sales Representative for CCH Small Firm Services in Coppell, TX. You will drive profitable growth by learning the SFS product line, prospecting new clients, and managing a structured sales process across a defined territory.

You will conduct needs assessments, deliver tailored product demonstrations, and collaborate with onboarding, implementation, and support teams to ensure a seamless customer experience post-sale.

Qualifications

• 2+ years of B2B inside sales or related experience in the tax preparer space.
• Experience carrying a quota and exceeding sales targets.
• Demonstrated consultative sales approach and ability to present to clients to explain products and services.

Responsibilities

• Drive profitable sales growth to new customers in a designated territory.
• Learn and stay current on the SFS product line and conduct needs assessments.
• Present demonstrations, proposals, and pricing packages to prospects.
• Collaborate with onboarding, implementation, and support teams post-sale.
• Generate and maintain a robust sales pipeline and forecasts.

Skills

Hunter Sales Mindset

Territory management

CRM proficiency

Forecasting

Consultative selling

KPIs / metrics

High-volume & strategic sales

Education

Bachelor's degree

Tools

Salesforce

Job description

Wolters Kluwer is seeking a Senior Inside Sales Representative for CCH Small Firm Services in Coppell, TX. You will drive profitable growth by learning the SFS product line, prospecting new clients, and managing a structured sales process across a defined territory.

You will conduct needs assessments, deliver tailored product demonstrations, and collaborate with onboarding, implementation, and support teams to ensure a seamless customer experience post-sale.