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Regional Solutions Consultant

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Wolters Kluwer

Santa Fe, NM

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Job Location: Wolters Kluwer, Santa Fe, NM, 87501, USA

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Regional Solutions Consultant **Requisition Number:** 18\-17919 **State:** North Carolina **City:** All Cities, NC **Shift:** Shift 1 **Job Description:** Wolters Kluwer Tax & Accounting North America \(CCHGroup\.com\) is a leading provider of tax, accounting and audit software solutions and services to the mid\-to\-large firms in the United States\. Part of Wolters Kluwer, a market\-leading global information services company, Tax & Accounting North America has served tax, accounting and business professionals since 1913\. Based in Riverwoods, Ill\., our key office locations include Atlanta, Dallas, Wichita, New York, Washington, D\.C\. and Torrance\. 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 agile systems, integrated workflows, and solutions that simplify tax and accounting compliance expertise\. Our market\-leading offerings address these evolving needs and include the CCH® ProSystem fx® Suite, CCH Axcess™, CCH® IntelliConnect®, CCH® IntelliConnect Direct, CCH® Accounting Research Manager® and the U\.S\. Master Tax Guide®\. CCH, a Wolters Kluwer business is the leading provider of customer\-focused tax, accounting and audit information, software and services for professionals \(CCHGroup\.com\) and is part of the world’s largest tax and accounting provider, Wolters Kluwer Tax & Accounting\. 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 intelligence, agile systems and integrated workflow solutions — in short “Best in Process” solutions\. This is precisely the value that CCH delivers to professionals\. The TAA Regional Solutions Consultant for Wolters Kluwer Tax & Accounting has primary responsibility for driving profitable sales growth in assigned accounting firms that meets or exceeds sales goals\. CCH Field Sales Representative activities include learning and staying informed on the complex and comprehensive Tax & Accounting product line; learning and following a comprehensive sales process; updating and managing sales pipeline information for an assigned list of accounts; managing time and resources effectively; representing Wolters Kluwer within the industry and territory; and contributing to sales planning and forecasting activities\. Specific responsibilities and requirements follow\. Responsibilities: • Learns full line of Tax & Accounting products including features, benefits, pricing, intended use, value proposition and competitive position in order to effectively serve clients by attending and engaging fully in standard one week product training session for new hires; completing all self\-study reading, exercises, and activities in the prescribed timeline\. • Learns and executes the sales process for Tax & Accounting products and services by staying fully informed of the prescribed sales process\. Meets or exceeds sales quotas\. • Manages assigned account list that supports a healthy sales pipeline by reviewing target list provided; organizing customers by segment and opportunity \(e\.g\., size, type of firm\); researching contact information for decision\-makers and influencers; building daily and weekly calling lists and making corresponding calls; and maintaining information within the SalesLogix CRM database in accordance with timing and content standards\. • Drives new account/customer development to meet weekly, monthly, and annual sales goals planning and conducting prospecting/introductory calls with sufficient volume to establish full calendar of in\-person meetings; participating in industry meetings, trade shows and sales meetings; conducting group presentations to generate interest in products and services\. • Maintains and grows existing customer business to meet weekly, monthly and annual sales goals by contacting or meeting with existing clients in sufficient volume and with appropriate regularity to stay informed of their business needs, and the value provided by existing WK solutions\. • Contributes to new product development and issue resolution that meets customer needs by identifying gaps/issues where current products do not meet client requirements; working with product managers to translate unmet client requirements into business and functional specifications; managing client expectations on the timing, delivery and scope of product enhancements\. • Improves TAA market share within the territory by identifying departments/business lines in target accounts using competitive products and engaging the client account at the management and executive level to identify business issues\. • Contributes to new product development and issue resolution that meets customer needs by identifying gaps/issues where current products do not meet client requirements\. • Manages time and resources effectively to accomplish sales goals by planning for and scheduling all required sales activity; grouping activities logically \(e\.g\., in\-person meeting in the same locale on the same or consecutive days\)\. Other Duties: Collaborates with colleagues to exchange information such as selling strategies and marketing information\. Works with other sales personnel and Division Sales Manager to address account/channel conflicts in a professional manner\. Develops an Annual Business Plan based on accurate pipeline predictions, Mid\-year business update, weekly reports and quarterly forecasts\. Engages in weekly communication with manager **Qualifications:** Education: Bachelor's Degree in business, accounting, marketing, or related field; OR, if no degree, 4 years outside sales experience for non\-manufacturing/non\-agriculture product/services\. Experience: Minimum Experience: • 3 years of sales experience to non\-consumer organizations, including: • Experience developing and qualifying prospect lists • Experience consistently achieving quotas and goals • Experience developing and executing business plans and forecasts • Experience translating contacts gained through extensive networking into legitimate business opportunities • Experience making in\-person presentations to prospective clients to explain the business' products and services and their alignment with the client's needs • Demonstrated proficiency with MS Office Suite \(Word, excel, PowerPoint and Outlook\) & presentation tools • Experience with CRM tools i\.e\. SalesLogix; salesForce\.com; etc\. Preferred Experience: • Experience using a Consultative sales approach • 3 years sales experience in on\-premise or SAAS software business application and/or content information • Consistent Club/Performance Awards • Working within a multi\-division organization with various sales channels • Working in or selling products/services to the tax and accounting industry • Experience working with tax and/or accounting concepts and terminology Other Knowledge, Skills, Abilities and Certifications Experience working independently with a minimum amount of oversight Formalized sales training \(e\.g\. Challenger Sales\) Advanced professional communication skills both written and verbal Detail\-oriented and ability to handle multiple top priorities Ability to function in a fast\-paced collaborative and in a matrixed organization Strong work ethic and passion for excellence Ability to work flexible schedule and overtime Excellent facilitation skills and ability to influence, drives for collaboration but not necessarily consensus Travel Requirements: Domestic travel to client sites, 60% \- 70% of work time Ability to travel independently and overnight Must have valid driver's license Must have a car Ability to travel by air Ability to obtain a credit card Physical Demands: • Ability to work from home office and sit for long periods of time\. Apply to: https://www\.wolterskluwer\.apply2jobs\.com/ProfExt/index\.cfm?fuseaction=mExternal\.showJob&RID=17919&CurrentPage=1 ABOUT WOLTERS KLUWER Wolters Kluwer N\.V\. \(AEX: WKL\) is a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors\. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services\. Wolters Kluwer reported 2016 annual revenues of €4\.3 billion\. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide\. Wolters Kluwer shares are listed on Euronext Amsterdam \(WKL\) and are included in the AEX and Euronext 100 indices\. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program\. The ADRs are traded on the over\-the\-counter market in the U\.S\. \(WTKWY\)\. For more information about our solutions and organization, visit www\.wolterskluwer\.com, follow us on Twitter, Facebook, LinkedIn, and YouTube\. EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U\. S\. Corporation and all of its subsidiaries, divisions, and customer/business units is an Equal Opportunity / Affirmative Action employer\. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status\. INFORMATION For any assistance with your application for this job opening, please call the HR Source at \(888\) 495\-4772 or email HRSource@WoltersKluwer\.com\. TTY is also available at 888 \(495\) 4771\.

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