Coppell, Texas, United States · Hybrid
$40k–$68k/yr
***This is a hybrid role requiring working from our Coppell, TX office on a weekly basis*** Wolters Kluwer is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals an…
Skills: Inside Sales, B2B Sales, Account Management, Relationship Management, Consultative Sales
Fort Washington, Pennsylvania, United States · On-site
Who We Are At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We …
Skills: Root cause analysis, Mortgage servicing, Regulatory compliance, Data analysis, Team leadership
Austin, Texas, United States · On-site
$129k–$259k/yr
Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnost…
Skills: Pricing strategy, Financial acumen, Forecasting, Data analytics, Contracting strategies
Houston, Texas, United States · On-site
$19/hr–$24/hr
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental …
Skills: Property management, Financial reporting, Accounting, Bookkeeping, Rent collection
Dallas, Texas, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker I position w…
Skills: Customer service, Consultative sales, Relationship management, Financial analysis, Teller transactions
Fort Worth, Texas, United States · Remote OK
$22/hr–$29/hr
At Exeter Finance, we are committed to helping customers find the right financing for their next vehicle purchase. By building strong relationships with our customers and network of dealer partners we are able to give op…
Skills: Debt recovery, Customer negotiation, Conflict resolution, Portfolio management, Auto finance operations
Austin, Texas, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended…
Skills: Consultative sales, Financial needs assessment, Customer relationship management, Teller transactions, Cross-selling
Irving, Texas, United States · Remote OK
$18/hr–$22/hr
At Exeter Finance, we are committed to helping customers find the right financing for their next vehicle purchase. By building strong relationships with our customers and network of dealer partners we are able to give op…
Skills: Collections, Customer Service, Negotiation, Communication, Problem-solving
Chicago, Illinois, United States · Hybrid
$111k–$138k/yr
Overview COMPANY OVERVIEW Pattern Energy is a leading renewable energy company that develops, constructs, owns, and operates high-quality wind and solar generation, transmission, and energy storage facilities. Our missio…
Skills: Project management, Renewable energy, Battery energy storage systems, Stakeholder engagement, Budget management
Marble Falls, Texas, United States · On-site
$70k–$95k/yr
Job DetailsJob Location: Marble Falls Branch - Marble Falls , TX 78654Position Type: Full TimeEducation Level: 2 Year DegreeSalary Range: $70,000.00 - $95,000.00 SalaryTravel Percentage: NoneJob Shift: DayJob Category: C…
Skills: Auto claims handling, Liability determination, Negotiation, Customer service, Claims documentation
Lewisville, Texas, United States · On-site
Job DetailsJob Location: LEWISVILLE - Lewisville, TX 75067Position Type: Full TimeJob Category: SalesStart Your Career at A-MAX Insurance! At A-MAX Insurance, we are growing fast, and we want YOU to be part of our succes…
Skills: Sales, Customer service, Insurance sales, Marketing, Networking
Houston, Texas, United States · On-site
Main purpose We are seeking a highly skilled technologist to join our dynamic and agile North America IT team. You will own the end-to-end development of web applications, workflows, and process automation solutions, ens…
Skills: C#, Python, Java, React, Angular
Dallas, Texas, United States · On-site
$130k–$183k/yr
We're seeking someone to join our team as a Risk Framework, Governance and Regulatory Engagement Lead to define and strengthen the third-party risk management framework, governance standards, policy alignment, and regula…
Skills: Third-party risk management, Governance, Regulatory engagement, Risk framework design, Operational resilience
McKinney, Texas, United States · On-site
$82k–$100k/yr
Primary Location: 3452 Spur 399, McKinney, Texas, 75069 We are searching for candidates that meet the required qualifications and experience and are able to perform the essential duties and responsibilities. Job Summary:…
Skills: Internal auditing, Financial auditing, Operational auditing, Compliance auditing, Risk assessment
Plano, Texas, United States · Hybrid
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Senior Benefits Consultant (Large Market) to join our…
Skills: Employee benefits consulting, Self-funded plans, ASO client management, Strategic consulting, Project management
Baytown, Texas, United States · On-site
$15/hr–$22/hr
Description Now is the time to join Baytown Modern Dentistry. You will have opportunities to learn new skills from our team of experienced professionals. If you're ready to take your career to the next level and gain val…
Skills: Financial counseling, Patient education, Treatment planning, Insurance verification, Conflict resolution
Houston, Texas, United States · On-site
CenterPoint Energy and its predecessor companies have been in business for more than 150 years. Our Vision: Our vision is to become the most admired utility in the United States through the execution of our long-term gro…
Skills: Mergers and acquisitions, Corporate law, Finance, Securities laws, Debt and equity offerings
Temple, Texas, United States · On-site
$21/hr–$29/hr
Position Summary... What you'll do...Assists management with the supervision of associates in assigned area of responsibility by assigning duties to associates communicating goals and feedback training associates on proc…
Skills: Team leadership, Customer service, Retail operations, Cash handling, Inventory management
Fort Worth, Texas, United States · On-site
About Integrated Real Estate Group (IREG) Innovation Through Integration. Integrated Real Estate Group (IREG) is a vertically integrated real estate company with more than 1,200 employees across 46+ communities - and gro…
Skills: Leadership, Operations management, Financial management, Budgeting, Sales and marketing
Lindale, Texas, United States · On-site
$33k–$40k/yr
Welcome to Cutting Edge Irrigation & Lawns, LLC., where every day brings new opportunities to grow, learn, and make a difference. We're hiring a full-time Office Assistant. Picture yourself as the heart of our operations…
Skills: Data entry, Customer service, Invoicing, Purchase orders, Billing
Coppell, Texas, United States • Hybrid
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The Senior Inside Sales Representative will drive profitable sales growth by managing a designated territory and building a robust pipeline of new customers. Responsibilities include executing outbound sales activities, conducting needs assessments, and delivering tailored product demonstrations to prospective clients.
Candidates must have a Bachelor's degree or equivalent relevant sales experience, along with at least 2 years of B2B inside sales or account management experience. Proficiency in CRM tools and a demonstrated ability to meet or exceed sales quotas are essential for this role.
This is a hybrid role requiring working from our Coppell, TX office on a weekly basis
Wolters Kluwer is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering exceptional value to our clients through cutting-edge technology and unparalleled customer service.
What You’ll Be Doing:
As a Senior Inside Sales Representative (ISR) for CCH Small Firm Services, your primary responsibility is to drive profitable sales growth to new customers within a designated territory. You will be responsible for learning and staying current on the comprehensive SFS product line, prospecting for new clients and following a methodical sales process. You’ll represent Wolters Kluwer within the industry and territory and contribute to sales planning and forecasting activities.
Responsibilities:
Territory Ownership: Strategically manage a defined geographic or vertical territory, developing and executing sales plans that align with revenue goals.
Pipeline Development & Maintenance: Build and maintain a robust, well-qualified sales pipeline across multiple opportunity sizes; ensure consistent progression through each sales stage.
Daily Sales Activity Execution: Meet or exceed daily outbound call/email activity targets and connect rates to ensure consistent pipeline velocity.
High-Velocity Selling: Drive transactional sales while simultaneously managing longer sales cycles for high-value opportunities.
Forecasting & Reporting: Deliver accurate weekly and monthly sales forecasts using CRM data and pipeline analysis.
Lead Generation: Proactively identify, engage, and qualify new sales opportunities via cold calling, referrals, marketing campaigns, and data mining.
Solution-Based Selling: Conduct needs assessments and position software solutions that drive efficiency, compliance, and growth for retail tax businesses.
Sales Presentations & Proposals: Prepare and present tailored product demonstrations, proposals, and pricing packages to prospective customers.
Cross-Functional Collaboration: Coordinate with onboarding, implementation, and support teams to ensure a seamless customer experience post-sale.
Market Feedback Loop: Capture and communicate customer and market insights to support product development and marketing strategies.
Education:
Bachelor's Degree from an accredited college/university OR if no degree; equivalent relevant sales experience
Minimum 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 to explain the business' products and services and their alignment with client needs
Preferred Qualifications:
Tax Industry Acumen: 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)
Core Competency Requirements:
Hunter Sales Mindset: Driven by goals, resilient under pressure, and motivated by new client acquisition and outbound engagement
Territory & Pipeline Management: Strong organizational skills to juggle multiple priorities and manage dozens of opportunities across the sales funnel
CRM Expertise: Proficient in Salesforce or similar tools; able to track activities, manage leads, and run reports with accuracy
Forecasting Discipline: Demonstrated ability to analyze trends, probability to close, and pipeline velocity to produce dependable forecasts
Consultative Communication: Excellent verbal and written communication with the ability to influence diverse buying personas
Metrics-Driven Performer: Comfortable in a structured environment where success is measured by KPIs including dials, connects, demos set, and closed revenue
Transactional + Strategic Sales Skills: Ability to pivot between high-volume transactional deals and more strategic, solution-oriented selling for larger clients
Travel:
Up to 10% annually
LI-Hybrid
To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology and services. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,100 people worldwide. Equal Opportunity Employer To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases. Beware of Recruitment Fraud! 🔒 Scammers may pose as Wolters Kluwer, offering fake job opportunities and requesting personal info or payments. Protect yourself: - Apply only via our secure Workday hub on our Careers page. - Our recruiters never ask for banking info or payments. - We don't use public email accounts (e.g., Hotmail, Yahoo, Gmail). Report suspected fraud: [email protected]. If you've made a payment, contact local authorities. Read more here - https://careers.wolterskluwer.com/en/recruitment-fraud-alert
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