Home
/
Comprehensive
/
Sales Business Retention Lead
Sales Business Retention Lead-April 2024
Helena
Apr 1, 2026
About Sales Business Retention Lead

  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 Associate for TeamMate® performs inside sales and retention activities related to the existing customer set. The primary responsibility of the Retention Associate 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

  · 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.

  · Provide account management activity for TeamMate® software customers to effectively promote and facilitate a positive renewal environment for the customer.

  · Support the sales process for TeamMate® products and services by staying fully informed of the prescribed sales process, and in close contact with the Sales team.

  · Learn 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.

  · Actively evaluate and explores new practices and tools to improve processes consistent with company guidelines and brings forward to management for implementation consideration.

  · 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 retention goals by planning for and scheduling all required retention activity.

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

  Qualifications:

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

  Preferred Experience:

  · 3 years of account management/retention experience in software industry.

  · Strong computer literacy, experienced with SalesForce.com.

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

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

  Preferred Qualifications:

  · Experience with CRM tools i.e. SalesForce.com.

  · Working within a multi-division organization with various sales and marketing channels Working in or with products/services related to software industry preferred.

  · Understanding of enterprise and public sector relationships a plus Experience working independently.

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

  · 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.

  · Bilingual (English and/or French, Spanish, Arabic) is an asset.

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

  Compensation:

  Target salary range CA, CT, CO, Hi, NY, WA: $74,550-$103,200

  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.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Human Resources Service Advisor
Microsoft’s mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate t
Credentialing Account Manager
Overview The Credentialing Account Manager contributes to the ongoing achievement of the organization's goals through ensuring providers are credentialed using vetted processes and procedures. Identi
Pharmacy Technician II - Redwood Health Center/Part Time
Overview As a patient-focused organization, University of Utah Health exists to enhance the health and well-being of people through patient care, research and education. Success in this mission requi
Brewery Representative Ann Arbor MI
Job Description We are currently hiring a Brewery Representative in Ann Arbor, MI. Candidate must live in the Ann Arbor area.Please note that while this position is listed as working remotely, our sa
Electrician-Horton Emergency Vehicles
Additional Locations:Requisition ID: 20672Since 1968 Horton Emergency Vehicles has built the industry's most innovative ambulances for first responders risking their lives to save others. Horton desi
Market Clerk
JOB FUNCTION: As a Market Clerk, you will play a critical role in providing high-quality meat products to our customers and ensuring the smooth and efficient operation of our market department. Your
ASSISTANT STORE MANAGER
Store Family Dollar General Summary : Work where you love to shop! Family Dollar is hiring in your neighborhood. Avoid long commutes and set your own course to success by applying today. We offer gen
Geographic Discipline Leader - Environmental
Reference #: 7239Overview Colliers Engineering & Design is seeking a Geographic Discipline Leader to join our Mid-Atlantic Environmental team.Responsibilities Serve a key function in identifying
Product Designer
Summary: Meta Platforms, Inc. (Meta), formerly known as Facebook Inc., builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed
Sales Center Coordinator
Sales Center Coordinatorreq37421 Employment Type: Regular Location: ALLEGANY,NY Have you ever enjoyed Arnold, Brownberry or Oroweatbread? A Thomas' English muffin or bagel? Or perhaps snacked on a Sa
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved