Senior Sales Business Retention Associate

Wolters Kluwer N.V.; Coppell (TX); On-site; USD 40,000 - 68,000; 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 a Sr. Sales Business Retention Associate to handle inside sales, renewals, and upselling within the existing customer base.

You’ll report to the Associate Director, Sales Business Retention, manage renewal cycles, add-on sales, and help grow revenue while upholding our process and customer-focused approach.

Qualifications

• Two+ years in a sales/account management or customer-facing role.
• Experience with online presentation tools (MS Teams) and strong English communication.
• Familiarity with SaaS/software subscription models is a plus.

Responsibilities

• Manage software renewals and upsell to existing customers.
• Generate and forward leads to sales channels.
• Follow prescribed sales process and report to management.
• Track renewal cycles and manage key accounts during peak season.

Skills

Inside sales

Renewals

Upselling

CRM (Salesforce)

English communication

Education

BS/BA in business or related field

Tools

Salesforce.com

MS Teams

Job description

Wolters Kluwer Tax and Accounting North America invite individuals who are passionate about helping to create the future of tax and accounting to join our team!

What You’ll Be Doing

As a Sr. Sales Business Retention Associate for Wolters Kluwer Tax & Accounting you will perform inside sales activities related to the existing customer base. Your primary responsibility is to secure the various software product renewals, increase revenue through upselling and delivering on annual price increases. Additionally, you will be responsible for generating, uncovering and forwarding leads to the appropriate sales channels. You will report to the Associate Director, Sales Business Retention.

Key Tasks

• Learns full line of Tax & Accounting software products including features, benefits, pricing, intended use, value proposition and competitive position in order to effectively serve clients
• Handles renewal activity for Tax & Accounting software customers to effectively promote and facilitate a positive renewal environment for the customer
• Handles add-on sales activity and other sales services
• Executes the sales process for Tax & Accounting Software products and services by staying fully informed of the prescribed sales process
• Actively evaluates and explores new practices and tools to improve processes consistent with company guidelines and presents to management for implementation consideration
• Effectively tracks and manages renewal cycles throughout the year
• Manages additional high-profile accounts for tax compliance
• Other duties as assigned by Manager/Supervisor

You’re a Great Fit if You Have

Education

• BS/BA degree in a business-related field; Or if no degree, equivalent years of relevant work experience

Minimum Experience

• Two+ years of experience in a sales/account management, customer service or customer facing role including:
  • Experience using online presentation tools (MS Teams)
  • Excellent verbal and written English language skills

Preferred Qualifications

• Two or more years of B2B retention/renewals or inside sales experience working with an intangible product; preferably SaaS/software subscription-based products
• Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module)
• Working knowledge of Tax & Accounting industry and Audit principles, practices and terminology
• Proficiency with Salesforce.com or other comparable CRM application

Core Competency Requirements

• Demonstrated ability to work independently and meet deadlines consistently with minimal supervision
• Demonstrated ability to create positive working relationships with customers, co-workers, and leaders
• Strong customer service and interpersonal skills
• Good organizational skills and ability to prioritize work effectively to meet business needs
• Ability to work flexible schedule and manage overtime as required meeting objectives during peak season

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

Compensation: $40,000.00 - $67,550.00 USD. This 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

• 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.

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 €6.1 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.

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.

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