84 Wolters Kluwer Financial Analysis Manager Jobs Hiring Near You

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

Who We Are: Wolters Kluwer: The world is a big place, find your place here.

Client Solutions: Wolters Kluwer Solutions and Software Directory | Wolters Kluwer

What We Offer:

The Account & Relationship Manager role offers growth potential opportunities, professional development, an engaging team environment, the ability to work a hybrid schedule (in-office 2-days a week), and amazing benefits.

Office Locations: Contact Wolters Kluwer | Wolters Kluwer

What You'll be Doing:

The Account & Relationship Executive is a quota-carrying team member responsible for building and maintaining effective long-term relationships with customers across industries to create demand for our products and services. The Senior Account & Relationship Executive is accountable to achieve their quota for the assigned book of business through directly selling products in the customers' existing product lines. This includes driving transactional adoption, pursuing and driving renewal transactions, and pursuing up-sell opportunities. The Account & Relationship Executive is responsible for leveraging data to understand customer usage patterns and identifying opportunities to improve adoption, pursue a renewal, pursue incremental revenue (up-sell) within the customer's existing products, or identify potential leads for an Account Executive to pursue a cross-sell opportunity. The Account & Relationship Executive will conduct quarterly business reviews with customers to understand existing product usage, advise on best practice use cases and behaviors, and educate on optimal use of offerings to maximize value and increase revenue spend.

Key Tasks:

• Researches and gathers information on current customers and their needs.

• Monitors and interprets product usage data for an assigned book of accounts to identify opportunities to improve adoption, pursue renewal opportunities, up-sell within existing products, or identify opportunities for a Sales Rep to cross-sell.

• Develops customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, executing renewals, up-selling business and direct sales within existing product lines.

• Adheres to defined onboarding and training processes to effectively promote customer adoption of CS offerings.

• Adheres to defined sales methodology and sales processes to execute renewal and up-sell opportunities.

• Identifies leads for cross-sell opportunities and share them with Sales Reps to pursue.

• Directly sells products within the existing customer base.

• Collaborates with Account Executive to complete annual account reviews with customers to facilitate customer retention.

• Works with Account Executive to transition customers from contract-signing to post-sale support with a Customer Success Specialist.

• For high strategic opportunities, works with Account Executive, Technical Sales, and Sales Support to pursue and close opportunities for Compliance Solutions products at customer accounts.

• Maintains a clean and accurate pipeline in CRM.

Performance Metrics:

• Individual quota attainment; achievement of renewal target and up-sell targets

• Customer adoption target attainment: improvements in customer adoption of current portfolios (month over month or quarter over quarter)

• Number of leads identified and communicated to Account Executive

• Customer satisfaction scores and retention rates

• Completion of assigned product trainings and other required learnings for professional development

You're a Great Fit if You Meet These Requirements:

• Bachelor's Degree

• The ability to work a hybrid schedule, going to an office location 2-days a week, and working an 8 a.m. to 5 p.m., Monday - Friday schedule, ET and CT preferred

• 8 years of B2B commissioned sales or equivalent.

• Experience in Account Management, Sales, Technology Training, or renewal sales.

• Experience in the financial services, or lending compliance industries.

• Data analysis skills and ability to derive insights that drive next steps or actions required.

• Account Management (general knowledge of customer's business, stakeholders, product portfolio).

• Communicate effectively in both face-to-face and virtual selling environments.

• Interpersonal skills, ability to build stakeholder relationships.

• Team effectively with other internal teams including Sales, Sales Support stakeholders.

• Stay organized and manage multiple priorities at once across multiple customer accounts.

• Cross-sell, up-sell, or pursue renewal transactions with customers.

• Professional demeanor in oral and written communications

• Passion and ability to learn new CS offerings quickly.

• Self-motivated; proactive and perseverant mindset.

• General product and application knowledge.

We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

Additional Information:

Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, includingMedical, 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 at https://www.mywolterskluwerbenefits.com/index.html

Diversity Matters:Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America's Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They're not intended to be an exhaustive list of all duties and responsibilities and requirements.

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.