Home
/
Comprehensive
/
Sales Business Retention Lead
Sales Business Retention Lead-March 2024
Juneau
Mar 28, 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
Travel Speech Language Pathologist
SALARY: $2,362/Week The Speech-Language Pathologist is responsible for theimplementation of speech/language pathology services. Essential Duties and Responsibilities: Performs assessment(s) of patien
Accounts Payable Representative Remote
Primary City/State: Arizona, Arizona Department Name: Accounts Payable-Corp Work Shift: Day Job Category: Finance A rewarding career that fits your life. As an employer of the future, we are proud to
Maintenance Mechanic - OVERNIGHTS inc. rotating weekends
Kedrion Biopharma is a biopharmaceutical company specializing in the development, production and distribution of plasma-derived products. Kedrion has been producing plasma products for over 40 years
Junior Groomer
Create a healthier, brighter future for pets, pet parents and people! If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbe
Manager, MDS Digital Consulting
Job Number 24014097 Job Category Sales & Marketing Location Marriott International HQ, 7750 Wisconsin Avenue, Bethesda, Maryland, United States Schedule Full-Time Located Remotely? Y Relocation?
Technical Program Manager
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
Restaurant Team Member Part Time
Req ID: 432189 Address: 780 Jeff Gordon Blvd. Pittsboro, IN, 46167 Benefits: * Paid Time Off * Flexible Scheduling * 401(k) – 100% match up to 5% * Medical/Dental/Vision Insurance after 30 days * Com
Forklift Driver
Forklift Driver PeopleReady of Austin, TX is now hiring Forklift Drivers! As a Forklift Driver you will move pallets and containers in a warehouse environment.  Apply today and you could st
Registered Nurse On Call (7 On, 7 Off)
Our Company Gentiva Hospice is a member of the Gentiva family – an industry leader in hospice, palliative, home health, and personal home care. Our place is by the side of those who need us, offering
Hospice Music Therapist
Overview Why You’ll Love Being a Music Therapist at AccentCare Coverage Area: King & Snohomish Counties Do you take great pride in achieving the best possible outcomes for patients? Are you passi
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved