Senior Inside Sales Representative *Software Solution Sales* Hybrid

wk; Coppell (TX); Hybrid; USD 85,000 - 110,000; Full time

Job summary

Wolters Kluwer's CCH Small Firm Services is seeking a Senior Inside Sales Representative to drive profitable growth within a designated territory. You will learn and stay current on the SFS product line, prospect new clients, and execute a methodical sales process to expand the customer base.

You will represent the company, contribute to sales planning and forecasting, and work with onboarding and support teams to ensure a seamless post-sale experience. A quota-driven mindset is essential.

Qualifications

• 2+ years' B2B inside sales or related experience in a quota-driven environment
• Experience with consultative sales and presenting to prospective clients
• Strong prospecting, pipeline management, and forecast accuracy

Responsibilities

• Territory ownership and development of strategic sales plans
• Build and maintain a qualified pipeline across multiple opportunity sizes
• Meet daily outbound activity targets (calls/emails) to drive pipeline velocity
• Drive high-velocity and longer sales cycles for value opportunities
• Provide accurate weekly/monthly forecasts using CRM data
• Generate leads via cold calling, referrals, and campaigns
• Position software solutions that improve efficiency and compliance for retail tax businesses
• Prepare tailored demonstrations, proposals, and pricing packages
• Collaborate with onboarding, implementation, and support teams post-sale
• Capture customer and market insights to inform product and marketing strategies

Skills

Inside sales

Quota carrying

Consultative selling

CRM (Salesforce)

Education

Bachelor’s Degree

Tools

Salesforce

Job description

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.

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

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-perso