Senior Revenue Retention & Expansion Specialist

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

Job summary

Wolters Kluwer in Coppell, TX is seeking a Senior Sales Business Retention Associate to own the renewal lifecycle, maximize customer value, and drive revenue growth within an existing portfolio. The role demands a proactive, consultative sales approach and deep product knowledge of Tax & Accounting Research offerings.

You will engage customers early, promote product value, and drive renewals with upsell opportunities.

Qualifications

• 2+ years in sales, account management, or customer-facing role.
• Experience presenting to clients to explain products and align with needs.
• Experience using consultative sales approaches.
• Proficiency with Microsoft Office (Word, Excel).

Responsibilities

• Owns and manages renewal and revenue growth within assigned accounts.
• Proactively manages renewal cycles 90–120 days before expiration.
• Identify upsell opportunities through product adoption and expansion.
• Maintain CRM data, forecast renewals, and collaborate with Sales teams.

Skills

Sales

Account management

CRM tools

Consultative selling

Education

BS/BA degree

Tools

Salesforce

SalesLogix

Microsoft Office

Job description

Wolters Kluwer in Coppell, TX is seeking a Senior Sales Business Retention Associate to own the renewal lifecycle, maximize customer value, and drive revenue growth within an existing portfolio. The role demands a proactive, consultative sales approach and deep product knowledge of Tax & Accounting Research offerings.

You will engage customers early, promote product value, and drive renewals with upsell opportunities.