Senior Inside Sales Representative, Cloud Software Solution Sales *Hybrid*

Wolters Kluwer N.V.; Coppell (TX); On-site; USD 39,000 - 66,000; 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 is seeking a Senior Inside Sales Representative for CCH Small Firm Services in Coppell, TX, a hybrid role requiring weekly in-office presence. You will drive profitable sales to new customers within a defined territory and learn the full SFS product line to support growth.

In this role you will own territory, develop a robust pipeline, conduct high-velocity outreach, and present tailored demonstrations.

Qualifications

• Bachelor's Degree or equivalent relevant sales experience.
• 2+ years of B2B inside sales with quota experience.
• Experience with consultative selling and presenting to prospective clients.

Responsibilities

• Own defined territory and develop sales plans aligned with revenue goals.
• Build and maintain a robust, well-qualified sales pipeline across opportunity sizes.
• Meet outbound activity targets and maintain high connect rates.
• Conduct needs assessments and position software solutions that drive efficiency and compliance.
• Coordinate with onboarding, implementation, and support teams post-sale.

Skills

Territory management

Pipeline development

CRM proficiency

Forecasting

Consultative selling

Education

Bachelor's Degree

Tools

Salesforce

Job description

***This is a hybrid role requiring working from our Coppell, TX office on a weekly basis*** 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

Compensation:

$39,000.00 - $66,000.00 USD 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.

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to:

Benefits:

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

If making a difference matters to you, then you matter to us. Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. 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 €6.1billion. 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. 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.

We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases.