Sales & Business Development Associate *Software* Hybrid

Wolters Kluwer - Financial Services Solutions; Riverwoods (IL); Hybrid; USD 37,000 - 62,000; Full time

Benefits offered by this job

Medical, Dental, Vision Plans

401(k)

FSA/HSA

Commuter Benefits

Tuition Assistance Plan

Vacation and Sick Time

Paid Parental Leave

Job summary

Wolters Kluwer Tax & Accounting North America is seeking aSales & Business Development Associate to support marketing and sales initiatives. You will develop materials, run campaigns, maintain sales records, and analyze performance to drive growth.

The role requires a bachelor’s degree or 2+ years in sales, 1+ year in similar roles, and experience with software/SaaS is a plus. This hybrid position includes weekly office presence and competitive benefits.

Qualifications

• Education: Bachelor’s degree in Business, Marketing, Finance or related field or 2+ years in sales/business development.
• 1+ year experience in a comparable sales/business development or inside/virtual sales role.
• Demonstrated track record of success in a comparable role.

Responsibilities

• Develop and update marketing and sales materials, including presentations and brochures.
• Execute and monitor lead generation campaigns and analyze results for improvements.
• Organize and maintain comprehensive sales records and customer databases.
• Conduct market analysis to identify new opportunities for business growth.
• Coordinate sales events, including workshops and webinars, and track their effectiveness.
• Assist in the preparation of sales proposals and quotations.
• Monitor and report on sales performance metrics and KPIs.
• Provide support to the sales team in prospecting and qualifying leads.
• Respond to customer inquiries and support their ongoing needs.
• Collaborate with cross-functional teams to enhance sales and marketing efforts.
• Other duties as assigned by Manager.

Skills

Sales experience

Lead generation

CRM software

Market analysis

Presentation skills

Prospecting

Time management

Written communication

Education

Bachelor’s degree in Business, Marketing, Finance or related field

Tools

CRM Software

Lead generation platforms

Job description

This is a hybrid position

You will be required to work from a Wolters Kluwer office in the U.S. 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 intelligence, 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 professionals.

As a Sales & Business Development Associate for Wolters Kluwer Tax & Accounting North America, you will play a key role in supporting our sales and marketing initiatives. Your contributions will directly impact our ability to meet business objectives and achieve growth.

You will handle various operational tasks and support strategic planning efforts, ensuring our marketing and sales endeavors are well-executed and aligned with company goals. You will report to the Manager, Sales & Business Development, Tax & Accounting North America.

What you'll be doing

• Develop and update marketing and sales materials, including presentations and brochures
• Execute and monitor lead generation campaigns and analyze results for improvements
• Organize and maintain comprehensive sales records and customer databases
• Conduct market analysis to identify new opportunities for business growth
• Coordinate sales events, including workshops and webinars, and track their effectiveness
• Assist in the preparation of sales proposals and quotations
• Monitor and report on sales performance metrics and KPIs
• Provide support to the sales team in prospecting and qualifying leads
• Respond to customer inquiries and support their ongoing needs
• Collaborate with cross-functional teams to enhance sales and marketing efforts
• Other duties as assigned by Manager

You're a great fit if you have

Education: Bachelor’s degree in Business, Marketing, Finance or related field. OR, if no degree; 2 or more years of relevant sales/business development experience

Minimum Experience: 1 or more years’ experience in a comparable sales/business development or inside/virtual sales role

Demonstrated track record of success and achievement in a comparable sales/business development role

Nice to have: 6+ months experience working with software/SaaS solutions or other relevant digital/technical products in a non-manufacturing/Retail or service-related industry

Other skills, knowledge & abilities

• Analytical Skills: Capability to analyze sales data and campaign performance
• Intermediate Research Skills: Enhanced ability to conduct and interpret market research
• Project Coordination: Ability to coordinate sales and marketing projects effectively.
• CRM Software Proficiency: Understanding of customer relationship management tools
• Presentation Skills: Ability to create and deliver engaging sales presentations
• Problem‑Solving: Capability to address customer inquiries and find suitable solutions
• Time Management: Skills to prioritize tasks and manage deadlines
• Written Communication: Ability to produce clear and persuasive sales documentation

TRAVEL: Up to 10% annually for company and/or client events

Compensation: $36,800.00 - $61,700.00 USD

Benefits

• Medical, Dental, Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave

Full details of our benefits are available upon request.

We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong.

Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide. Our customers work in industries that impact the lives of millions of people every single day.

Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity. We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes. Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains. We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud-based, AI-powered platforms that integrate seamlessly into their workflows and ecosystems. Our solutions are designed to deliver impact when it matters most, especially in high-stakes environments where accuracy and trust are essential.

With a nearly 190-year legacy, Wolters Kluwer continues to evolve its portfolio of digital solutions and services to meet the changing needs of professionals worldwide, enabling them to work faster, make smarter decisions, and deliver better outcomes.

For more information about our solutions and organization, visit www.wolterskluwer.com, or follow us on LinkedIn, Instagram and Facebook.

Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume.

As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work. We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics.

At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. Our global Together we thrive well-being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well-being.

That commitment has been recognized externally through Ragan’s Top Places to Work for Employee Wellbeing: Large Organization in 2024. More recently, Wolters Kluwer was recognized by Forbes as one of America’s Best Large Employers 2026 and America’s Best Employers for Engineers 2026. In 2025, Wolters Kluwer was also recognized by Forbes as one of America’s Best Employers for Women.

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