Wolters Kluwer Inside Solutions Consultant in Kennesaw, Georgia

Wolters Kluwer Tax & Accounting US (CCHGroup.com) is a leading provider of tax, accounting and audit information, software and services, and is a division of Wolters Kluwer, a market-leading global information services company. It has served tax, accounting and business professionals since 1913. Among its market-leading solutions are The CCH® ProSystem fx® Suite, CCH Axcess™, CCH® IntelliConnect®, CCH® IntelliConnect Direct, CCH® Accounting Research Manager® and the U.S. Master Tax Guide®. Wolters Kluwer Tax & Accounting US is based in Riverwoods, IL, with key office locations in Dallas, Wichita, New York, Washington, D.C., Chicago and Torrance.

The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity and speed. These needs place a premium on access to active intelligence, agile systems and integrated workflow solutions -- in short "Best in Process" solutions. This is precisely the value that Wolters Kluwer, Tax & Accounting US delivers to professionals.

The Inside Solutions 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:

  • 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.



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

Minimum Qualifications:

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

  • Developing and qualifying prospect lists.

  • Making presentations 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).

Preferred Qualifications:

  • Understands workflow of Accounting or Professional Services Firm

Additional Skills, Knowledge & Abilities:

  • Sales process and activities

  • PC and basic technology components

  • Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

  • Sales management software; Salesforce in particular


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.


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.


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