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.
Requirements
- Basic technical skills and working knowledge of PC operation and components
- Proficiency with Salesforce.com or other comparable CRM application
- Proficiency using online presentation tools (MS Teams, WebEx, ZoomInfo etc.)
Responsibilities
- Engage Solutions Design to provide pre-sales support for demos and technical questions
- Document all activity in CRM application
- Maintain accurate forecasting and current status of pipeline within CRM
- Assess pipeline and reprioritize sales activity as necessary to ensure monthly quotas can be met
- Implement and execute territory planning to optimize performance against quota
- Drive in-depth sales cycle incorporating solution sets with multifaceted components
Other
- This is a hybrid position requiring working from our Coppell, TX office on a weekly basis.
- 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
