Cpe Account Manager Jobs (NOW HIRING)

Wolters Kluwer Tax & Accounting North America is looking for a Major & Strategic Account Executive (MAR) to join our Research & Advisory team in a remote home office!

Research and Advisory, US (CCHGroup.com) is part of Wolters Kluwer Tax & Accounting, one of the world's leading providers of tax, accounting and audit information, solutions and services to accounting firms, corporate tax and auditing departments, federal and state government agencies, universities and libraries. Today, the tax and accounting profession is changing, and the regulatory landscape is becoming increasingly complex, making it harder to ensure accuracy and effectiveness for clients. As the pace of that change accelerates, Wolters Kluwer continues to be at the forefront of advancement to ensure that tax and accounting professionals have real-time access to answers to complex questions about tax legislation, case law, tax rates and tax rules.
Our key solutions include the CCH AnswerConnect research platformthat helps streamline workflows, improve accuracy and efficiency, and give users unprecedented access to world-class content; CCH Account Research Manager, which provides tax and accounting professionals with all essential guidance they need to stay in compliance with GAAP, GAAS, and SEC rules and regulations; as well as CCH CPELink, a convenient online self-study resource for tax and accounting professionals to complete their continuing professional education (CPE) requirements.

The Major & Strategic Account Executive (MAR) is a senior sales role with TAA Research & Advisory, reporting directly to the Divisional Sales Manager. The MAR is responsible for the retention and renewal of a major accounts list within the region (our highest value accounts) and also for the acquisition of new customers.

*Ideal candidates may work from a remote home office location.

ESSENTIAL JOB DUTIES & RESPONSIBILITIES

• Manages an existing account portfolio of current customers across the region
• Is responsible for renewing the annual contracts of those existing accounts and for adding new products and services onto the contract
• Actively prospects a named account list of 150-200 prospect accounts (accounts that do not have a current digital subscription with TAA R&A)
• Across the current customer list and the prospect list, a Major Account Manager is responsible for managing between 200 and 300 current or prospect accounts, depending on the size and value of current customer portfolio
• Develops and executes an annual Business Plan, which will define the strategy for hitting and exceeding a pre-determined retention rate of the beginning inventory (in the customer portfolio) and hitting the annual new sales goals as proscribed in the annual Compensation Plan.
• Works closely with the Divisional Sales Manager to define the retention and new sales strategy for their portfolio, with a specific focus on the strategy to win the top competitive accounts within the given prospect list

JOB QUALIFICATIONS

Education:

• Bachelor's degree in business or a related discipline OR equivalent years of relevant work experience

Minimum Experience:

• 3 or more years of B2B Software/SaaS or subscription-based content sales

Preferred experience:

• 5 or more years of software/SaaS or subscription-based content sales
• Tax & Accounting industry experience

Other Knowledge, Skills, Abilities or Certifications:

• Strong CRM management skills (Salesforce.com)
• Strong proficiency with Microsoft Office Suite (Microsoft Excel, PowerPoint, Word, Outlook & Teams)
• Strong strategic planning skills - ability to analyze regional data and write a major account strategy for portfolio

TRAVEL REQUIREMENT

• There is no minimum requirement, however domestic travel mostly within the immediate region where appropriate and as necessary

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you-not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.