Tax Analyst - Trust Tax

Permanent remote role, preferred candidate will be located in EST. The Manager, Account & Relationship Management for Lippincott Solutions is accountable for leading a regional sales organization that sells, renews, and expands healthcare SaaS solutions in complex, regulated provider environments. This leader translates strategy into disciplined execution by coaching sellers, improving pipeline creation, strengthening renewal and expansion motions, and partnering cross-functionally to remove revenue blockers while maintaining high forecast integrity.

This is a field-facing sales leadership role requiring tight operating cadence, customer-level inspection, coaching discipline, and the judgment to distinguish execution issues from product, procurement, budget, and adoption constraints.

• * Commercial Leadership and Revenue Execution** + Own achievement of regional revenue, renewal, expansion, and new business objectives. + Run a clear operating cadence across weekly deal inspection, pipeline generation, forecast review, renewal risk review, and territory execution. + Coach the team to qualify rigorously, pursue the right opportunities, and avoid wasting selling capacity on deals without compelling events, budget access, decision process clarity, or executive sponsorship.
  
  + Join strategic customer and prospect meetings where leadership presence can improve deal strategy, executive access, urgency, or commercial alignment. + Ensure each territory has a practical plan for existing customer protection, whitespace expansion, competitor displacement, and prospecting into named accounts.
• * Forecast Integrity, Pipeline Management, and Sales Process** + Drive accurate monthly, quarterly, and annual forecasting based on evidence, not seller optimism. + Use Salesforce as the operating system for pipeline, account planning, renewal visibility, activities, next steps, and management inspection. + Institutionalize consistent opportunity management using MEDDPICC principles, including metrics, economic buyer, decision criteria, decision process, paper process, pain, champion, and competition.
  
  + Identify pipeline quality gaps early and direct corrective actions, including executive outreach, prospecting campaigns, territory focus, and deal strategy resets. + Create a culture where forecast changes are surfaced early, risks are named clearly, and bad news travels fast enough to enable action.
• * People Leadership and Coaching** + Build, develop, and retain a high-performing team that is ambitious, accountable, coachable, and resilient in long-cycle healthcare sales. + Coach sales managers and sellers in live deal strategy, account planning, executive conversations, negotiation discipline, and customer value articulation. + Set clear expectations for performance, communication, CRM hygiene, customer coverage, and cross-functional collaboration. + Develop talent through field rides, call reviews, pipeline inspection, individualized coaching plans, and candid performance feedback.
  
  + Create a team culture that balances urgency, competitiveness, integrity, and disciplined execution.
• * Customer, Market, and Cross-Functional Leadership** + Represent the voice of the field with Product, Marketing, Customer Success, Finance, Legal, Implementations, and Clinical Executive resources. + Escalate product, implementation, contracting, pricing, and adoption barriers with clarity, evidence, and recommended actions. + Understand the buying realities of hospitals, health systems, academic medical centers, government entities, and regulated healthcare organizations. + Partner with Marketing and Enablement to improve messaging, competitive positioning, launch readiness, and seller confidence.
  
  + Strengthen collaboration with other Wolters Kluwer teams and third-party partners where joint execution can improve customer outcomes and revenue.
• * Territory Strategy and Business Planning** + Lead structured territory planning at least twice annually and inspect progress throughout the year. + Segment accounts by renewal risk, expansion potential, competitive displacement opportunity, strategic value, and buyer readiness. + Translate business objectives into clear territory priorities, account-level plays, prospecting focus, and customer engagement plans. + Use market data, Salesforce reporting, customer signals, contract cycles, and competitive intelligence to improve resource allocation.
  
  + Continuously assess whether territory coverage, seller capacity, and sales…