Senior Inside Sales Representative *Cloud Software Solution Sales* Hybrid

Wolters Kluwer N.V.; Coppell (TX); Hybrid; USD 40,000 - 68,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

401(k)

FSA/HSA

Commuter Benefits

Tuition Assistance

Vacation and Sick Time

Paid Parental Leave

Job summary

Wolters Kluwer in Coppell, TX is hiring a Senior Inside Sales Representative for Cloud Software Solutions. In this hybrid role, you'll own a defined territory, develop pipeline, and drive revenue with new clients.

You will learn the SFS product line, conduct needs assessments, present demonstrations, and coordinate with onboarding and support teams to ensure a smooth post-sale experience. A degree and 2+ years of B2B sales are favored; compensation includes base salary plus commission.

Qualifications

• 2+ years in B2B inside sales or related field with quota
• Experience in tax prep/financial services industry is a plus
• Ability to build and manage a multi-stage sales pipeline

Responsibilities

• Own assigned territory and develop revenue-aligned sales plans
• Prospect and qualify new clients via outbound activities
• Deliver product demonstrations, proposals, and pricing
• Collaborate with onboarding, implementation, and support teams
• Provide weekly/monthly forecasts and pipeline reviews

Skills

Hunter sales mindset

Territory & pipeline management

CRM expertise

Forecasting

Consultative communication

Metrics-driven

Transactional & strategic selling

Education

Bachelor's Degree or equivalent

Tools

Salesforce

Job description

## Senior Inside Sales Representative \*Cloud Software Solution Sales\* HybridApplyremote type: Hybrid (8 days/month)locations: USA - Coppell, TXtime type: Full timeposted on: Posted Todayjob requisition id: R0058832***\*\*\*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 experienceMinimum 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 needsPreferred 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 clientsTravel:* Up to 10% annuallyLI-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:**$40,000.00 - $67,550.00 USDThis 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 wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.