Advanced Inside Sales Representative *Floater* Hybrid
Listed on 2026-10-11
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Sales
Sales Development Rep/SDR, Sales Representative, B2B Sales, Business Development
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* This is a hybrid position requiring working from our Coppell, TX office on a weekly basis.*** _
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 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 Accounting professionals.
As an Advanced Inside Sales Representative, Floater
for Wolters Kluwer Tax & Accounting US , you will have primary responsibility for driving profitable sales growth and providing temporary coverage in assigned accounting firms within multiple territories that meets or exceeds sales goals. You’ll bring extensive knowledge and expertise in managing complex sales activities and resolving sophisticated customer issues. You will serve as a key resource within the sales team, focusing on executing and problem-solving to improve sales processes and outcomes.
You will report to the Associate Director, Inside Sales - Tax & Accounting, Small Firms.
What you’ll be doing:
Achieve/exceed assigned sales targets
Meet/exceed weekly activity metrics
Develop and maintain knowledge of complete portfolio of assigned products, and general knowledge of all TAA NA software offerings
Maintain general knowledge of competitive solutions
Promote value proposition of TAA NA
Implement strategic sales initiatives and projects
Handle the most complex inbound and outbound sales inquiries
Qualify and prioritize sales leads with strategic potential
Identify scope of opportunities within prospect (and customer) business structures
Engage Solutions Design to provide pre-sales support for demos and technical questions
Develop and present comprehensive sales quotes and proposals
Apply sales process and methods to present solutions to prospects, overcome objections and use selling techniques to close sales
Resolve highly complex customer issues with products and services and collaborate with multiple departments for large-scale orders
Build and foster ongoing relationships with prospects (and customers) to add value and advance sales
Implement and execute territory planning to optimize performance against quota
Assess pipeline and reprioritize sales activity as necessary to ensure monthly quotas can be met
Document all activity in CRM application–Maintain accurate forecasting and record, analyze, and report on detailed sales activities and trends
Mentor and guide junior associates and peers
Other responsibilities as assigned by Manager
You’re a great fit if you have:
Education:
Bachelor’s Degree from an accredited college/university OR if no degree; equivalent relevant sales experience
Minimum Experience:
Relevant Wolters Kluwer TAA sales experience – Professional Segment sales preferred
5+ years’ B2B sales experience in a comparable role
Demonstrated experience with consultative sales approach, developing and qualifying prospect lists and making presentations to prospective clients to explain products and services and their relativity to client needs
Proficiency using online presentation tools (MS Teams, Web Ex, Zoom Info etc.)
Additional Skills, Knowledge & Abilities:
Strategic Customer Service Orientation:
Handle intricate and strategic customer needsStrategic Sales Techniques:
Develop and execute specialized sales strategiesProfessional Communication
Skills:
High-level, nuanced communicationExpert CRM Use:
Advanced proficiency with CRM toolsExceptional Organization:
Outstanding task and time managementRefined Attention to Detail:
Unmatched accuracy and precisionAnalytical…
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