Home
/
Comprehensive
/
Sales Business Retention Lead
Sales Business Retention Lead-March 2024
Providence
Mar 14, 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
Inbound Sales Representative
94126BR Job Title: Inbound Sales Representative Location: Performance Pizza Solutions (0798) Job Description: The Inbound Sales Representative position will perform the following duties: Communicates
Relationship Manager
49920-76000 per year Base salary plus quarterly sales incentive and annual incentive plan based on goal achievement | Closes 02-Feb-2024 (EST) | BSNB Clifton Park, U.S. 9, Clifton Park, NY, USA | Hou
Digital Services Finance Director
Looking for seasoned financial professional with experience with Business Partner Support and Strategic Financial Support. Responsibilities include: Monthly financial reporting End to end P&L man
Principal Member of Technical Staff
Job Description As a Principal Software Engineer, you will be responsible for helping design, build, test, deploy and operate highly scalable services for Oracle Cloud Infrastructure’s Cryptography d
Network Center Technician
Description: • Being the first line contact for IT Help Desk interactions with the business – answering the help desk phone line and being the first response to tickets. With a focus on excellent cus
Subcontract Administrator III
Subcontract Administrator III; with Aerospace & Aviation experience preferred. Responsible for all phases of subcontract administration, including cost proposal review, and procurement activities
Field Data Monitoring Lead, Emobility
Field Data Monitoring Lead, E-mobilityTake your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable futu
Procurement for Strategic commodities
Applies developed subject matter knowledge to solve common and complex business issues within established guidelines and recommends appropriate alternatives. Works on problems of diverse complexity a
Senior Software Developer
Job Description CFS Description C loud F oundations S ervices (CFS) is a strategic component for providing critical cloud services to multiple Oracle Global Industry Unit applications. O racle C loud
Branch Office Administrator - 89419BR
This is a job for a Branch Office Administrator position with a company located in the Olive Branch, MS area. Job Summary: If you find yourself looking for a fulfilling career, the Branch Office Admi
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved