Home
/
Comprehensive
/
Sales Business Retention Lead
Sales Business Retention Lead-March 2024
Olympia
Mar 31, 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
Environmental Scientist - Air Testing Specialist
Reference #: oJYymfwl_235037b745DescriptionWeston Solutions, Inc. (WESTON) is an employee-owned company known as a leading provider of environmental engineering and consulting services since 1957.WES
Language Enabled Analyst
Job Number: R0180690Language Enabled AnalystThe Opportunity:Critical decisions are made every single day in our government. What if you could use your language and analytical skills to help them make
2024 Bachelor Duales Studium - BWL/ Logistikmanagement (B.A.)
Description Studiengang: BWL/ Logistikmanagement Wir glauben, dass bei Amazon jeder Tag Day One ist. Ein Tag, den ersten Schritt zu tun. Ein Tag, sich neuen Herausforderungen zu stellen. Und heute ko
Assistant General Manager
Pay from $18.00/hour Work today paid today? Yes!! Apply and learn how! The Taco Bell Assistant General Manager supports the Restaurant General Manager by running great work shifts and meeting Taco Be
Shift Lead
You are applying for work with a franchisee of Taco Bell, not Taco Bell Corp. or any of its affiliates. If hired, the franchisee will be your only employer. Franchisees are independent business owne
Substance Abuse Counselor(Transitional Housing)
Transitional Housing Substance Abuse Counselor(Transitional Housing) Bronx, NY : 12/26/2023 Job Description Job ID#: 3721 Job Category: Transitional Housing Position Type: Full Time Details: POSITION
Senior IoT Consultant, APJ-Delivery-JAPN
Description AWS プロフェッショナルサービスチームでは、お客様やパートナーと協業する、クラウドコンピューティングについてのIoTコンサルタントを採用しています。 当社のコンサルタントは、PoCプロジェクトや技術的なワークショップを開発・デリバリし、実装プロジェクトのサポートを行います。 こうしたプロフェッショナルサービスによるエンゲージメントは、AWSのIoT、Bigdata、デー
Physical Therapist - $5000 Sign on Bonus
Description Position at Lifespark Lifespark is a complete senior health company headquartered in St. Louis Park, Minnesota. Since 2004, we've been helping seniors stay healthy, navigate their health
Mechanic
Reference #: 102357Position SummaryThe Automotive Mechanic must professionally inspect, diagnose and repair tire and automotive services, while delivering an excellent customer experience. They are r
Senior Delivery Practice Manager Data & Analytics - AWS ASEAN Professional Services
Description The Amazon Web Services Professional Services (AWS ProServe) ASEAN organization is looking for experienced Delivery Practice Managers (DPM) that can manage, develop and guide delivery tea
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved