Senior Inside Sales Representative, Cloud Software Solution Sales

Wolters Kluwer

. Drive profitable sales growth to new customers within a designated territory .

Posted 9/19/2026full-timeCoppell • Texas • United StatesSenior💰 $40,000 - $67,550 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in B2B sales, particularly within the tax preparer space, with a strong focus on consultative selling and relationship management. Proficient in utilizing CRM tools for sales forecasting and pipeline management while effectively communicating product solutions to clients.

Highest-signal resume keywords

B2B Inside Sales ExperienceConsultative Sales ApproachSalesforce ProficiencyFormalized Sales TrainingTax Preparer Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ForecastingPipeline AnalysisNeeds AssessmentProduct DemonstrationQuota Management

Soft Skills

Strong Organizational SkillsExcellent Verbal CommunicationExcellent Written Communication

Tools & Technologies

SalesforceCRM Tools

Industry Keywords

Retail Tax ProfessionalsFinancial Services SoftwareSaaS SalesSales PlanningMarket Insights

About the role

Key responsibilities & impact

Drive profitable sales growth to new customers within a designated territory
Learn and stay current on the comprehensive SFS product line
Prospect for new clients and follow a methodical sales process
Represent Wolters Kluwer within the industry and territory
Contribute to sales planning and forecasting activities
Strategically manage a defined geographic or vertical territory and execute sales plans aligned with revenue goals
Build and maintain a qualified sales pipeline across multiple opportunity sizes
Meet or exceed daily outbound call/email activity targets and connect rates
Drive transactional sales while managing longer sales cycles for high-value opportunities
Deliver accurate weekly and monthly sales forecasts using CRM data and pipeline analysis
Identify, engage, and qualify opportunities through cold calling, referrals, marketing campaigns, and data mining
Conduct needs assessments and position software solutions for efficiency, compliance, and growth for retail tax businesses
Prepare and present product demonstrations, proposals, and pricing packages
Coordinate with onboarding, implementation, and support teams for a seamless post-sale customer experience
Capture and communicate customer and market insights to support product development and marketing strategies

Requirements

What you’ll need

Bachelor's Degree from an accredited college/university OR if no degree; equivalent relevant sales experience
2+ years’ of B2B inside sales, account/relationship management experience or other relevant work experience in the tax preparer space
Experience carrying a quota and exceeding sales targets
Demonstrated experience with consultative sales approach, developing and qualifying prospect lists and making presentations to prospective clients
Understanding of the needs and workflows of retail tax professionals is a strong advantage
Prior sales, account or relationship management experience in the tax preparer space
Prior Accounting Industry or Financial Services Software/SaaS sales experience
Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module)
Strong organizational skills to juggle multiple priorities and manage dozens of opportunities across the sales funnel
Proficient in Salesforce or similar tools
Ability to analyze trends, probability to close, and pipeline velocity to produce dependable forecasts
Excellent verbal and written communication
Comfortable working in a structured, KPI-measured environment
Ability to pivot between high-volume transactional deals and strategic, solution-oriented selling
Up to 10% annual travel

Benefits

Comp & perks

Commission eligibility
Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave