Wolters Kluwer R&L Inside Solutions Consultant in Irving, Texas

Wolters Kluwer Tax & Accounting North America is looking for an Inside Solutions Consultant to join our Small Professional team in our Irving, TX office.

Wolters Kluwer, Tax & Accounting North America (TaxNA.WoltersKluwer.com) has served tax, accounting and audit professionals, within the United States and Canada, since 1913. Our market-leading solutions include CCH® ProSystem fx®, CCH Axcess™, CCH® IntelliConnect®, CCH® iFirm, ATX™, TaxWise®, U.S. Master Tax Guide®, Taxprep and Cantax in Canada, and CCH® SureTax® and CCH® Sales Tax for businesses requiring sales and use tax compliance.

Today, tax and accounting professionals have evolving needs and expectations and count on Wolters Kluwer to provide solutions that help them navigate complex tax laws with accuracy, greater mobility and speed. These needs place a premium on access to agile systems, integrated workflows, and solutions that simplify the tax and accounting compliance ecosystem.

Wolters Kluwer, Tax and Accounting North America invites individuals who are passionate about helping to create the future of tax and accounting, to join our team. Our key office locations include Atlanta, GA, Riverwoods, IL, Dallas, TX, Wichita, KS, Torrance, CA and Toronto, CA.

The Inside Sales Consultant (ISC) for the CCH has primary responsibility for driving profitable sales growth to new accounts. ISC activities also include learning and staying informed on the comprehensive Tax, A&A and Workflow solution product lines; learning and following a comprehensive sales process; updating and managing sales pipeline information for an assigned target account list; collaborating with Regional Solutions Consultant, other internal sales, and support partners; contributing to new product development to meet changing customer needs; managing time and resources effectively; representing CCH, Wolters Kluwer within the industry and territory; and contributing to sales planning and forecasting activities.

Essential Duties and Responsibilities:

  • Expected to meet or exceed sales goals commensurate or above quota.

  • Learns the full line of CCH TAA SW products including features, benefits, pricing, intended use, value proposition and competitive position in order to effectively serve clients.

  • Manages assigned territory to support a healthy sales pipeline by reviewing the target list of customers; organizing customers and prospects by segment and opportunity (e.g., size, type of institution, needs); researching contact information for decision-makers and influencers; ensuring target list does not infringe on territory boundaries or accounts managed through other channels; and maintaining information within the SFDC CRM system in accordance with timing and content standards.

  • Drives new account/customer development and maintains and grows existing customer business to meet weekly, monthly, and annual sales goals by planning for and conducting prospecting/introductory calls.

  • Contributes to new product development that meets customer needs by identifying gaps where current products do not meet client requirements; working with product managers to translate unmet client requirements into business and functional specifications.

  • Improves WK CCH TAA SW market share by identifying departments/business lines in target accounts using competitive products; articulating upside to switching to WK products; managing trial usage and training to encourage switching decisions; managing the transition to WK products to meet expectations and form the foundation for a long-term customer relationship; and staying connected with existing clients to ensure competitors are unlikely to move customers to their products.

  • Collaborates with Inside Solution Consultants and Account Executives by developing joint sales plans, business plans, and presentations.

  • Manages time and resources effectively to accomplish sales goals by planning for and scheduling all required sales activity.

  • Represents Wolters Kluwer by developing and maintaining comprehensive knowledge of Wolters Kluwer products, industry trends and general business and financial acumen through various sources and initiative; communicating Wolters Kluwer competitive advantage to customers in a compelling articulate manner in verbal and written conversations and presentations; behaving in ways that demonstrate corporate core values and culture; developing professional and positive relationships with customers and colleagues; and maintaining a reputation of competence, integrity and professionalism.

  • Demo software solutions for clients


  • Bachelor's Degree in marketing, business or related field or equivalent

Minimum Qualifications:

  • 2 years of B2B commissioned sales experience of an intangible product

  • Making calls and sending emails from leads lists to prospective clients to explain the business' products and services and their alignment with the client's needs

  • Using online presentation tools

  • Consultative sales approach

  • Technical, software or on-line solutions sales

  • Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module)

  • Strong ability to grasp solution service sales processes and position solutions effectively to customers * Ability, passion and desire to conduct outbound telephone activities on an everyday basis

  • Strong oral and written communication skills

  • Ability to accept and provide constructive recommendations with team members

  • Openness and ability to adjust sales and communication processes

  • Resourceful and well organized

  • Strong computer literacy, experienced with Salesforce and MS Office Suite

Preferred Qualifications:

  • Understanding of workflow of Accounting or Professional Services Firm

ABOUT WOLTERS KLUWER Wolters Kluwer N.V. (AEX: WKL) is a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2016 annual revenues of €4.3 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY). For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, LinkedIn, and YouTube.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions, and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

INFORMATION For any assistance with your application for this job opening, please call the HR Source at (888) 495-4772 or email HRSource@WoltersKluwer.com. TTY is also available at 888 (495) 4771.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled