Senior Inside Sales Representative - Software Solution Sales *Hybrid*

This is a hybrid position requiring working from our Kennesaw, GA office on a weekly basis.

About the role

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 learn and stay current on the comprehensive SFS product line, prospect for new clients, and follow 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.

Requirements

• Bachelor's Degree from an accredited college/university OR equivalent relevant sales experience if no degree.
• Minimum of 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 a consultative sales approach, developing and qualifying prospect lists, and making presentations to prospective clients.

Preferred Qualifications

• Bilingual Spanish/English language fluency (Native or professional business level).
• Tax Industry Acumen: Understanding of the needs and workflows of retail tax professionals.
• 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).

Skills

• 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.

Pay

$40,000.00 - $67,550.00 USD base salary. This role is eligible for Commission. Compensation range listed is based on the 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.

Benefits

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