Home
/
Comprehensive
/
Sales Business Retention Lead
Sales Business Retention Lead-October 2024
Cheyenne
Oct 23, 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
Aesthetician (PT- 0.75 fte)
Position Summary: The Aesthetician exists to evaluate skincare needs of medical spa clients/patients and recommend and perform non-invasive spa services such as chemical peels, microdermabrasion, sil
Financial Accounting Analyst Senior
WARNING: Please beware of phishing scams that solicit interviews or promote work-at-home opportunities, some of which may pose as legitimate companies. Elevance Health requires a completed online app
Retail Merchandiser
Burpee Garden Products  is the leading retail distributor of seed and gardening supplies to the American home gardener.  We have an immediate opening for a Part Time Seasonal Merchandisers for our 20
Principal Acoustics Consultant (Railway Acoustics)
Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming
Engineering Technician – Multi-Skilled
About Us A little curiosity fuels our soul for adventure and experiences. So, at Hotel Indigo ®, we do more than satisfy our guest’s curiosity, we inspire them. Our passionate colleagues help create
Retail Sales Associate Apparel
House of Sport by DICK'S Sporting Goods is more than just a store. It is a destination, an experience, a place where athletes can experiment and play. A retail store devoted to sport where our commun
Mechanical Design Engineering II
Find what drives you on a team with a more than 75-year history of discovery, determination, and innovation. As a global leader in high-tech filtration, separation, and purification, Pall Corporation
Sr Quality Engineer
Careers that Change Lives This position is an exciting and new opportunity to work with Medtronic’s Patient Monitoring, Respiratory Interventions and/or MCMS businesses. Currently part of Medtronic,
Product Owner Digital, MarTech
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Billing Specialist
JOB REQUIREMENTS: Job Details Job Location Madison - Madison, WIPosition Type Full Time Salary Range \$46,888.00 - \$70,332.00Salary/year Travel Percentage None Job Category Accounting DescriptionSli
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved