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Wolters Kluwer Sales Business Retention Lead in Olympia, Washington

TeamMate® is the world’s leading audit management software and is one of the solutions provided by Wolters Kluwer Financial Services. TeamMate® has revolutionized the industry, empowering audit departments of all sizes to spend less time documenting and reviewing and more time providing value-added services.

The Senior Sales Business Retention Lead for TeamMate® performs inside sales and retention activities related to the existing customer set. The primary responsibility of the Retention Lead is to secure the various product renewals, increase revenue through upselling and delivering on annual price increases. Also responsible for generating, uncovering and forwarding leads to the appropriate Sales channels. These functions are performed in a manner consistent with company established timelines and objectives.

Essential Duties and responsibilities

  • Learns full line of the TeamMate® Audit Management System solutions including features, benefits, pricing, intended use, value proposition and competitive position in order to effectively serve clients

  • Handles account management activity for TeamMate® software customers to effectively promote and facilitate a positive renewal environment for the customer

  • Executes the sales process for TeamMate® products and services by staying fully informed of the prescribed sales process

  • Actively evaluates and explores new practices and tools to improve processes consistent with company guidelines and brings forward to management for implementation consideration

  • Handles renewal activity for accounts, add-on sales activity, account management and other sales services and effectively tracks and manages renewal cycles throughout the year

  • Contributes to new product development that meets customer needs by identifying gaps where current products do not meet client requirements; working with product managers to translate unmet client requirements into business and functional specifications

  • Improves market share by the transition to WK products to meet expectations and form the foundation for a long-term customer relationship; and staying connected with existing clients to ensure competitors are unlikely to move customers to their products

  • Collaborates with Management, Retention Representatives, outside and inside sales teams and other functional areas to develop joint sales plans, business plans, presentations, sales opportunities, and client referrals

  • Manages time and resources effectively to accomplish sales goals by planning for and scheduling all required sales activity

  • Represents Wolters Kluwer by developing and maintaining comprehensive knowledge of TeamMate® products, industry trends and general business and financial acumen through various sources and initiative

  • May occasionally mentor or provide day to day guidance to the team


Bachelor's Degree in business, sales, marketing, or related field; OR, if no degree, 3 years business development, lead generation, or sales experience

Preferred Experience:

  • 3 years of business development experience in software

  • Formalized sales training (i.e., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module)

  • Strong computer literacy, experienced with and MS Office Suite

  • Experience making outbound phone calls to existing clients, identifying their needs quickly and then providing a value proposition

Preferred Qualifications:

  • Experience with CRM tools i.e.

  • Working within a multi-division organization with various sales and marketing channels

  • Working in or with products/services related to the tax and accounting industry preferred

  • Understanding of tax, accounting, public sector and banking relationships a plus

  • Experience working independently

  • Demonstrated proficiency with MS Office Suite (Word, Excel, PowerPoint and Outlook) & presentation tools

Other Knowledge, Skills, Abilities or Certifications:

  • Excellent oral, written and interpersonal skills, including the ability to explain technical concepts in non-technical terms and ability to work well with sales Consultants

  • Ability to create documentation that is complete and accurate

  • Ability to work with others to learn about products and processes

  • Ability to be proactive in asking questions and getting questions answered

  • Able to prioritize and work on multiple projects simultaneously

  • Attention to detail

  • Strong customer service and sales skills

  • Ability to organize and prioritize assignments

  • Ability to work independently and as part of a team

  • Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word)

  • Bilingual (English and/or French, Spanish) is an asset

Travel requirements

Up to 5% annually to client conferences, customer or company events

Physical Demands

Regular office environment


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.