Sales & Business Development Associate

As a Business Development Associate for Wolters Kluwer, your primary responsibility is to generate opportunities in order to drive new profitable sales growth within a designated open territory as necessary. Business Development Associate is responsible for learning and staying current on the comprehensive Professional Market product line, prospect for new clients, and follow a methodical sales process. The Business Development Associate is expected to represent Professional Software and Wolters Kluwer within the industry and contribute to sales planning and forecasting activities.

Essential Duties and responsibilities

• Achieves or exceeds assigned sales targets

• Meets and exceeds weekly activity metrics

• Applies sales process and methods to present solutions to prospects, overcome objections, and use persuasive selling techniques to generate warm leads.

• Articulates value proposition of TAA NA

• Develops and maintains strong knowledge of full portfolio of assigned products and general knowledge of all TAA NA software offerings. 

• Develop and maintains general knowledge of industry trends and competitive solutions

• Documents all activity in CRM system.

• Works with Sales to hand off warm leads

• Learns and follows a comprehensive business development process, which includes:

  • Conducts business analysis prior to prospecting calls and identify opportunities.

  • Uses sales methods to prospect new leads and build pipeline for Sales.

  • Presents value proposition to prospects using a consultative sales approach.

  • Versed in objection handling. Uses excellent listening skills and persuasive selling techniques to create opportunities.

• Manages time and resources effectively

• Contributes to business development planning, forecasting and marketing activities

Other Duties

Performs other duties as assigned by the Manager.  

Job Qualifications

Education:

Bachelor's Degree in business, sales, marketing, or related field preferred

and 1 – 2 years of relevant experience

Preferred Experience

2+ years of business development, lead generation, pre-sales, or account management experience within an inside sales environment, including:

• Experience developing and qualifying prospect lists

• Experience dialing a large volume of calls (80-100+ dials daily)

• Experience developing and executing business plans and forecasts

• Experience making outbound phone calls to prospective clients, identifying their needs and creating opportunities

• Ability to work flexible hours as clients are located throughout the US and multiple time zones

• Experience working with Salesforce.com or similar CRMs

• Experience using a Consultative B2B lead generation and business development approach

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

• Understanding of tax-related rules, regulations & processes used within the tax preparation industry

• Understanding of tax, accounting or banking relationships a plus

• Experience working independently with a minimum amount of oversight

Other Knowledge, Skills, Abilities or Certifications:

• Excellent oral, written and interpersonal skills required

• Excellent organizational and time management skills required

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

• Ability to create documentation that is complete and accurate.

• Must be objective and exercise good judgment

• Able to prioritize and work on multiple prospecting campaigns simultaneously.

• Attention to Detail

• Strong customer service and sales skills

• Ability to work independently and as part of a team

• Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) as well as web presentations solutions

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the