Research and Learning, US (CCHGroup.com) is part of Wolters Kluwer Tax & Accounting, one of the world's leading providers of tax, accounting and audit information, solutions and services to accounting firms, corporate tax and auditing departments, federal and state government agencies, universities and libraries.
Today, the tax and accounting profession is changing and the regulatory landscape is becoming increasingly complex, making it harder to ensure accuracy and effectiveness for clients.
As the pace of that change accelerates, Wolters Kluwer continues to be at the forefront of advancement to ensure that tax and accounting professionals have real-time access to answers to complex questions about tax legislation, case law, tax rates and tax rules.
- Our key solutions include the CCH® AnswerConnect research platform that helps streamline workflows, improve accuracy and efficiency, and give users unprecedented access to world-class content;
- CCH® Account Research Manager® , which provides tax and accounting professionals with all essential guidance they need to stay in compliance with GAAP, GAAS, and SEC rules and regulations;
as well as CCH® CPELink , a convenient online self-study resource for tax and accounting professionals to complete their continuing professional education (CPE) requirements.
As a Sr. Inside Sales Representative (ISR) for Wolters Kluwer Research & Learning , you will be responsible for driving profitable sales growth to new customers within a designated territory.
This includes developing and keeping current on all assigned products in addition to learning and following the Wolters Kluwer sales methodology / processes.
This is a virtual, telephonic inbound / outbound sales role where you will be responsible for generating revenue and / or profit margin in small accounts.
You will learn sales techniques on an ongoing basis and report daily and weekly activity to a Field Sales Manager or Inside Sales Team Leader.
You will report to the Manager, Inside Sales Wolters Kluwer Tax & Accounting, Research & Learning.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Achieves or exceeds assigned sales targets
- Meets and exceeds weekly activity metrics
- Develops and maintains strong knowledge of complete portfolio of assigned products, and general knowledge of all TAA NA software offerings
- Maintains general knowledge of competitive solutions
- Builds and fosters on-going relationships with prospects (and customers) to add value and advance sales
- Articulates value proposition of TAA NA
- Identifies scope of opportunities within prospect (and customer) business structure
- Applies sales process and methods to present solutions to prospects, overcome objections and use persuasive selling techniques to close sales
- Executes in-depth sales cycle incorporating solution sets with multifaceted components
- Documents all activity and maintains accurate forecasting / current status of pipeline within CRM
- Implements and executes territory planning to optimize performance against quota
- Assesses pipeline and reprioritizes sales activity as necessary to ensure monthly quotas can be met
- Engages Solutions Design to provide pre-sales support as needed for demos and technical questions
- Other duties as assigned by Manager or Supervisor
QUALIFICATIONS
Education :
Bachelor's Degree from an accredited college / university OR if no degree; equivalent years of relevant sales experience
Minimum Experience :
- 2+ years’ of B2B inside / virtual sales in a comparable sales role promoting intangible products and services; preferably selling SaaS / software or digital content products
- Experience carrying a quota and exceeding sales targets; preferably in a hunter sales role
- 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
- Proficiency using online presentation tools (MS Teams, WebEx etc.)
Preferred Experience :
- Prior Tax & 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)
Additional Skills, Knowledge & Abilities :
- Proficiency with Salesforce.com or other comparable CRM application
- Ability to work flexible hours
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