Regional Solution Consultant

Wolters Kluwer Cleveland , OH 44114

Posted 11 months ago

19-20460 - Regional Solution Consultant

Wolters Kluwer Tax & Accounting North America is looking for a Regional Solutions Consultant to join our Mid-to-Large Firm team in a remote home office in the Grand Rapids, MI area.

Wolters Kluwer, Tax & Accounting North America ( has served tax, accounting and audit professionals, within the United States and Canada, since 1913. Our market-leading solutions include CCH ProSystem fx, CCH Axcess, CCH IntelliConnect, CCH iFirm, ATX, TaxWise, U.S. Master Tax Guide, Taxprep and Cantax in Canada, and CCH SureTax and CCH Sales Tax for businesses requiring sales and use tax compliance.

Today, tax and accounting professionals within mid-to-large firms, have evolving needs and expectations and count on Wolters Kluwer to provide solutions that help them navigate complex tax laws with accuracy, greater mobility and speed. These needs place a premium on access to agile systems, integrated workflows, and solutions that simplify the tax and accounting compliance ecosystem. Wolters Kluwer, Tax and Accounting North America invites individuals who are passionate about helping to create the future of tax and accounting, to join our team. Our key office locations include Atlanta, GA, Riverwoods, IL, Dallas, TX, Wichita, KS, Torrance, CA and Toronto, CA.

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.


  • 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


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; sales; 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.

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, 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 or

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Regional Solution Consultant

Wolters Kluwer