Director, R&A Sales

Wolters Kluwer is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering exceptional value to our clients through cutting‑edge technology and unparalleled customer service.

The Director, Research & Advisory (R&A) Sales is responsible for the overall sales strategy and execution within the TAA R&A Market, as well as leading and developing a team of sales leaders and sellers. The primary responsibility of this role is to execute sales growth for the New Business Software Sales team, including Inside Sales, Field Sales, and Strategic Accounts. The Director, R&A Sales works directly with Segment Leadership to align on overall strategy and go‑to‑market execution for the Research & Advisory Market, partners with the TAA R&A Retention team, and influences and provides feedback to Product, Finance, Learning & Development, and Marketing on go‑to‑market execution.

This critical role drives the commercial engine and shapes the future of the R&A Market, understanding client needs to determine appropriate go‑to‑market motions—including direct sales and digital sales—using data and a proven track record of meeting and exceeding sales quota and expectations consistently.

• Data-driven Team Leadership & Growth Orientation
  :
  Lead, coach, and motivate a team of sales leaders and sales representatives with a focus on sales pipeline management, pre‑and‑post sale KPIs, generating new business, setting clear goals, and fostering a results-driven culture. Consistently achieve or exceed annual sales targets.
• New Business Acquisition
  :
  Drive the expected new business acquisition through core new business teams and reseller channel, partnering with marketing to drive appropriate lead flow to the team while ensuring annual sales quotas are met or exceeded.
• Cross Sell/Upsell
  :
  Proactively work with customers to understand their needs and make appropriate recommendations for software solutions that fit their business strategy.
• Client Advocacy & Feedback Management
  :
  Act as a trusted advisor and advocate for clients. Gather feedback, understand pain points, and work cross‑functionally to address client needs, providing actionable insights to improve offerings.
• Performance Monitoring & Reporting
  :
  Track client engagement metrics, service utilization, and satisfaction levels. Report on client success KPIs and revenue from service add-ons, ensuring transparency and continuous improvement.
• Client Success & Value Creation
  :
  Build and maintain strong relationships with clients, focusing on delivering high-value service and ensuring client satisfaction. Identify opportunities to enhance client experience and provide additional value through tailored solutions.
• Management
  :
  Proactively manage the  pipeline and tracking of all renewals and service add-ons, ensuring each opportunity is reported accurately, is in the proper selling stage, and reporting progress up through senior management.

• Bachelor’s degree in Business, Marketing, or a related field; relevant experience may be considered in lieu of education.

• 15+ years of relevant sales/sales leadership experience.
• Consistent track record of meeting and exceeding sales targets.
• Ability to lead, develop, and manage sales managers and their reports.
• Ability to influence the team to deliver on outcomes.

• Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams).
• Strong interpersonal and communication skills with a focus on building and sustaining relationships.
• Strong working knowledge of industry product solutions.
• Excellent problem-solving abilities and a proactive approach to client needs.
• Familiarity with CRM software, client success platforms, and data analytics.

• Effective written and verbal communication skills, interacting with all levels of employees and management.
• Good analytical and problem-solving skills.
• Project management with a highly collaborative style, deadline‑sensitive high‑priority programs and deliverables with a team‑focused attitude.
• Team oriented, cooperative, and flexible. Demonstrated ability to collaboratively work with a wide range of people at all levels of the organization.

Approximately 50% travel required – trips for client visits, training, sales office visits, or team meetings when necessary.

Target salary range CA, CT, CO, DC, HI, IL, MA, MD, MN, NY, RI, WA: $189,950 - $268,900