Manager, Inside Sales - Cloud Software Solution Sales *Hybrid

Manager, Inside Sales for Tax Professional – Small Firms

Hybrid role requiring working from our Coppell, TX office on a weekly basis.

• Lead and manage the inside sales team to meet and exceed sales targets and KPIs.
• Develop and execute sales strategies and action plans.
• Track and analyze sales performance metrics, providing insights for improvement.
• Ensure seamless operation of sales processes and efficient use of CRM tools.
• Address escalated customer issues and ensure high levels of customer satisfaction.
• Train and develop team members to enhance their sales skills and product knowledge.
• Collaborate with Marketing to develop lead generation initiatives.
• Implement and monitor adherence to sales policies and procedures.
• Compile and present sales reports to senior management.
• Foster a positive and dynamic team environment that encourages continuous improvement.
• Maintain consistent and accurate forecasting of new business.
• Ensure ongoing and consistent adherence to  compliance with pipeline management.
• Maintain consistent communication with sales leadership.
• Attend key customer and industry conferences.
• Performs other duties as assigned by supervisor.

Education

• Bachelor's degree or equivalent years’ of relevant work experience.

Minimum Experience

• 5+ years working in B2B Sales or Account Management or other equivalent experience.
• Experience adapting functional/departmental plans and priorities to address resource and operational challenges and objectives.
• Experience being accountable for a centralized functional activity.
• Demonstrated ability to lead, develop and manage individual contributor sales representatives.
• Demonstrated ability to influence the team to deliver on outcomes.

Preferred Experience

• Prior sales of software/SaaS or other relevant subscription-based product solutions.
• Prior relevant work experience or working knowledge of the Tax & Accounting industry including familiarity with terminology, principles and practices.

Knowledge, Skills, Abilities, or Certifications

• Leadership:
  Strong leadership abilities to guide and motivate a sales team.
• Strategic Planning:
  Skill in designing and implementing effective sales strategies.
• Analytical
  
  Skills:
  
  Ability to analyze sales data for decision-making.
• CRM Systems:
  Proficient use of CRM systems to manage sales activities and customer information.
• Customer Relations:
  Maintaining strong, professional relationships with customers.
• Performance Management:
  Tracking team performance and implementing improvement plans.
• Training Development:
  Designing and delivering training programs for sales staff.
• Collaboration:
  
  Working effectively with other departments to drive sales initiatives.

Up to 10% annually for company/industry events or trade shows.

• Base Salary: $71,300.00 - $ USD (eligible for commission).
• Benefits:
  Medical, Dental & Vision plans; 401(k); FSA/HSA;
  Commuter Benefits;
  Tuition Assistance Plan;
  Vacation and Sick Time;
  Paid Parental Leave.

© 2025 Wolters Kluwer. All right reserved. The above statements are intended to describe the general nature and level of work performed by employees assigned to this job. They are not intended to be an exhaustive list of all duties, responsibilities, and qualifications as these may vary depending on location and line of business. The specific requirements may differ due to local or regional differences.

We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability or religion. We do not tolerate discrimination on any of these bases. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status), national origin, disability, age, genetic information, veteran status or any other characteristic protected by applicable law.