Sales & Business Development Representative, Fintech (Pre-Sales)

Wolters Kluwer Van Buren , AR 72956

Posted 2 months ago

TeamMate is the world's leading audit management audit 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.

TeamMate software is used by audit professionals all over the world and is recognized as the award-winning audit management software system that increases the efficiency and productivity of the entire internal audit process, including: risk assessment, scheduling, planning, execution, review, report generation, trend analysis, audit committee reporting and storage. By providing an integrated paperless strategy for managing audits, TeamMate's audit software eliminates the barriers associated with paper-filled binders and disconnected electronic files, driving efficiencies into all facets of the internal audit workflow.

We are now looking for a Sales & Business Development Representative (Pre-Sales Consultant) to join our team to support the closure of our sales prospects for our TeamMate+ Audit, Controls, and Analytics solutions within the Americas region.

The Sales & Business Development Representative addresses the key challenges generated during the sales process, including: identifying client needs, completing RFP/RFI's, presentations, product demonstrations, and proof of concepts which meet customer business requirements. Sales & Business Development Representatives are expected to maintain deep domain expertise related to TeamMate products as well as the audit, risk and control profession.

This position can be based in a remote office location anywhere within the U.S.


  • Listen to and understand our prospects business requirements

  • Position and demonstrate our audit, controls, and analytics tools to solve prospect business requirements

  • Articulate our benefits and value propositions throughout all steps in the sales process

  • Build and maintain use cases and demonstration configuration of the applications

  • Prepare and conduct product workshops and proof of concepts on prospect sites

  • Scope and document solutions to meet our customers' requirements

  • Respond to functional questions within RFIs/RFPs/RFQs

  • Conduct functional gap analyses and address business issues raised by prospects, and

work together with sales and services to ensure the closure of the process

  • Work with product management to ensure the functional requirements of customers/prospects are communicated to influence features on the roadmap

  • Attend conferences as a business representative and demonstrate TeamMate products



Bachelor's degree in Finance, Accounting, Business, Technology, or other relevant field of study; Or if no degree; equivalent years of relevant experience

Minimum Experience:

  • Experience with TeamMate or TeamMate+ Audit Management software

  • Excellent written and verbal communication and time management skills

  • Strong business acumen

  • Advanced presentation skills

  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook & Teams)

  • Fluent English language skills

Preferred Experience:

  • Internal Audit or Risk Management experience

  • Experience with any data analytic software

  • Proficiency with Salesforce or other comparable CRM application

  • Knowledge of SQL, SQL Server, and APIs

  • Bilingual Spanish/English language skills

Personal Skills

  • Team player possessing strong interpersonal skills

  • Responsible, methodical and organized

  • Ability to act with urgency and integrity

  • Innovative, self-learner

  • Assertive, being able to make expert decisions based on personal judgement

  • Critical thinking and problem solving

  • Energetic and driven to succeed in a fast-paced, dynamic environment


  • Up to 50% travel (mostly domestic)
  • Possibility of some limited International travel
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Sales & Business Development Representative, Fintech (Pre-Sales)

Wolters Kluwer