Job Description
•This is a hybrid position requiring working from our Kennesaw, GA 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 Sr. 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. You will report to the Manager, Inside Sales - Tax & Accounting North America, Preparer. Specific role responsibilities are outlined below: Key Tasks:
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. 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:
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 #LinkedIn-Hybrid Our Interview Practices 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:
$40,000.00 - $67,550.00 USD This role is eligible for Commission. 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. Additional Information:
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. If making a difference matters to you, then you matter to us. Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We're innovators with impact. We provide expert software and information solutions that the world's leading professionals rely on, in the moments that matter most. You'll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong. 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 more than 21,000 people worldwide. Our customers work in industries that impact the lives of millions of people every single day. Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity. We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes. Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains. We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud-based, AI-powered platforms that integrate seamlessly into their workflows and ecosystems. Our solutions are designed to deliver impact when it matters most, especially in high-stakes environments where accuracy and trust are essential. With a nearly 190-year legacy, Wolters Kluwer continues to evolve its portfolio of digital solutions and services to meet the changing needs of professionals worldwide, enabling them to work faster, make smarter decisions, and deliver better outcomes. For more information about our solutions and organization, visit www.wolterskluwer.com, or follow us on LinkedIn, Instagram and Facebook. Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume. As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce - one that represents the diversity of those we serve and the communities where we live and work. 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. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At Wolters Kluwer, you'll feel valued for your contributions, and you'll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. Our global Together we thrive well-being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well-being. That commitment has been recognized externally through Ragan's Top Places to Work for Employee Wellbeing:
Large Organization in 2024. More recently, Wolters Kluwer was recognized by Forbes as one of America's Best Large Employers 2026 and America's Best Employers for Engineers 2026. In 2025, Wolters Kluwer was also recognized by Forbes as one of America's Best Employers for Women. 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. GDPR Wolters Kluwer ("we" or "us") wants to inform you about the ways we process your personal information. In this Privacy & Cookie Notice we explain what personal information we collect, use and disclose. You'll find details related to GDPR and other data privacy policies on our Careers Privacy and Cookies page.
