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Sales & Business Development Associate *Software* Hybrid

Wolters Kluwer · WI · $36,800–$61,700 a year · Full time

Posted Oct 2, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a lead generation campaign you ran or supported. How did you measure results?

What they are checking: Whether they have hands-on experience running and analyzing campaigns, a core task in the posting.

Tell me about a time you supported several people with different priorities.

What they are checking: Whether they can juggle requests from sales and marketing without dropping tasks.

This hybrid role needs you in a US office weekly. How do you stay connected with a team when you're split between home and office?

What they are checking: Whether they manage communication well in a hybrid setup.

What interests you about sales and business development as a career path?

What they are checking: Whether they have real interest in the field, which predicts how they will grow in the role.

What would you do

How would you create a sales presentation for a tax professional who's short on time?

What they are checking: Whether they can make materials clear and focused on what a busy accountant values.

A campaign is getting lots of clicks but few qualified leads. What would you look at?

What they are checking: Whether they can diagnose targeting, messaging and handoff problems using data.

You're asked to help with strategic planning but you're new to the industry. How would you add value?

What they are checking: Whether they can contribute research and analysis while learning, without overstepping.

About the work

What do you know about how tax and accounting firms are changing, and why it matters for software sales?

What they are checking: Whether they understand the market Wolters Kluwer Tax and Accounting serves and the needs driving it.

How comfortable are you with Excel, CRM tools and marketing platforms?

What they are checking: Whether they can handle operational tasks and reporting without a long ramp.

How do you make sure a marketing brochure is accurate before it goes out?

What they are checking: Whether they check details carefully, since errors in product claims hurt credibility with accountants.

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The full job description

As published by Wolters Kluwer.

. ****This is a hybrid position. You will be required to work from a Wolters Kluwer office in the U.S. on a weekly basis*** The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity and speed. These needs place a premium on access to active intelligence, agile systems and integrated workflow solutions -- in short "Best in Process" solutions. This is precisely the value that Wolters Kluwer, Tax & Accounting US delivers to professionals. As a Sales & Business Development Associate for Wolters Kluwer Tax & Accounting North America , you will play a key role in supporting our sales and marketing initiatives. Your contributions will directly impact our ability to meet business objectives and achieve growth. You will handle various operational tasks and support strategic planning efforts, ensuring our marketing and sales endeavors are well-executed and aligned with company goals. You will report to the Manager, Sales & Business Development, Tax & Accounting North America. Additional responsibilities are outlined below: WHAT YOU'LL BE DOING: • Develop and update marketing and sales materials, including presentations and brochures • Execute and monitor lead generation campaigns and analyze results for improvements • Organize and maintain comprehensive sales records and customer databases • Conduct market analysis to identify new opportunities for business growth • Coordinate sales events, including workshops and webinars, and track their effectiveness • Assist in the preparation of sales proposals and quotations • Monitor and report on sales performance metrics and KPIs • Provide support to the sales team in prospecting and qualifying leads • Respond to customer inquiries and support their ongoing needs • Collaborate with cross-functional teams to enhance sales and marketing efforts • Other duties as assigned by Manager YOU'RE A GREAT FIT IF YOU HAVE: Education: Bachelor’s degree in Business, Marketing, Finance or related field. OR, if no degree; 2 or more years of relevant sales/business development experience Minimum Experience : • 1 or more years’ experience in a comparable sales/business development or inside/virtual sales role • Demonstrated track record of success and achievement in a comparable sales/business development role Nice to have: • 6+ months experience working with software/SaaS solutions or other relevant digital/technical products in a non-manufacturing/Retail or service-related industry Other Skills, Knowledge & Abilities: • Analytical Skills: Capability to analyze sales data and campaign performance • Intermediate Research Skills: Enhanced ability to conduct and interpret market research • Project Coordination: Ability to coordinate sales and marketing projects effectively. • CRM Software Proficiency: Understanding of customer relationship management tools • Presentation Skills: Ability to create and deliver engaging sales presentations • Problem-Solving: Capability to address customer inquiries and find suitable solutions • Time Management: Skills to prioritize tasks and manage deadlines • Written Communication: Ability to produce clear and persuasive sales documentation TRAVEL: • Up to 10% annually for company and/or client events #LinkedIn-Hybrid Our Interview Practices 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: $36,800.00 - $61,700.00 USD 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. Additional Information : 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.

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