Wolters Kluwer Premier Account Manager in Kennesaw, Georgia

18-20553 -- Premier Account Manager Wolters Kluwer Tax & Accounting North America is looking for a Premier Account Manager to join our Small Professional team in our Kennesaw, GA 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 Premier Account Manager role has responsibility for conducting outbound contact activities positioning Tax Preparation, Accounting and Office Management solutions to existing CCH SFS clients and Service Bureau's. You would be responsible for building and identifying areas of value for our large multi-office and reselling business partners. In addition to sales driven activities the representative provides second tier support to main locations and performs sale training and retention activities including initiating relationships, creating further interest and driving value driven conversations with their assigned customer base. This position is responsible for renewing and upselling a set client group.


  • Maintain and master on-going relationships with each customer on the basis that each communication provides value to the customer.

  • Understand customer's current business environment and ongoing strategy.

  • Intuitively and proactively understand customer concerns and facilitate escalation to the appropriate resources.

  • Position and match CCH SFS capabilities to each customer's business driver and challenges.

  • Perceived as a customer advocate/peer to ensure all potential service objectives will be addressed and met.

  • Enable a positive customer experience with all customers.

  • Grow revenues for assigned territory by identifying potential accounting, workflow and training opportunities.

  • Support customer renewal efforts by managing all administrative tasks and work with Field representative to build reseller renewal agreement

  • Assist large multi-office and resellers with setting up and supporting their offices including, but not limited to: use various customer management tools, complete ERO apps, troubleshoot common issues, manage customer concerns and escalate when appropriate.

  • Keep each assigned account informed of issues throughout the year in regards to industry, market, IRS, EFC, software updates, support issues, etc..

  • Meet and exceed monthly quota for retention and new sales

  • Meet yearly goals that pertain to service and training.

  • High capacity to learn terminology, technology and new products in a dynamic learning environment. * Communicate effectively and establish win/win partnership with internal departments to drive a positive customer experience and business revenues.

  • Maintain, update and follow established sales, training and support processes for customer relationship tools for each customer interaction.

  • Attend training sessions as defined by Management and the Learning Department


  • Bachelor's degree in Business Administration or related field, or 5 years of sales experience.

Minimum Experience:

  • 2 year of sales experience, either Inside Sales or Field.

  • 1 year's working in a support environment.

  • Experience in face to face sales, not including retail.

  • Intermediate knowledge in Microsoft Word, PowerPoint, Excel and Outlook.

  • Ability and awareness to grasp solution service sales processes and position effectively to customers. * Available to work a flexible work schedule driven by customer demand. Hours of operation are 8:30amET-5:30pmET, with Tax season hours ranging from 8:30 am ET to 9:30 PM ET.

Preferred Experience:

  • Knowledge of TaxWise Desktop, TaxWise online and COM.

  • Bilingual; English and Spanish speaking a plus.

  • Experience in HTML based development using visual studio. * Experience in accounting, and/or bookkeeping.

Other Knowledge, Skills, Abilities or Certifications:

  • Ability to multi-task, handling a broad range of duties and requests at once.

  • Ability to handle high value customers and address time sensitive issues.

  • Must be able to conduct training classes for customers at their request, both in person and via webinar.

  • Ability to read and understand contracts.

  • Advance skills in problem solving and technical troubleshooting of software products.

  • Experience in strategic planning for individual accounts including marketing

  • Strong oral and written communication skills

  • Ability to accept and provide constructive recommendations with team members.

  • Openness and ability to adjust sales, support, training and communication processes

  • Resourceful and well organized

  • Ability to practice tact and discretion with regards to confidential information about the company, its employees and the customers.

  • Must able to travel 25% of the time. Participate in Training classes, trade shows and/or seminars as needed. Some travel will be with little to no notice in advance.

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