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Account & Relationship Manager (** **Banking/Outbound Sales** **) – Hybrid R0047805

**Job Description** :

As an **Account & Relationship Manager (** **Banking/Outbound Sales/Account Executive** **)** , you will play a crucial role in building and maintaining effective long-term relationships with a portfolio of banking, credit unions and specialty lending clients. You will be responsible for a book of business, to identify and develop sales opportunities, while learning the essentials of account management. Your contributions help enhance customer satisfaction and drive revenue for the organization.

**Hybrid** : Eight days a month we come together in the closest office within 50 miles to experience the value of connecting with colleagues. You will report to the Associate Director, Account & Relationship Management, and work under the leadership of the Director, Account & Relationship Management. This role is a part of FCC | CS - Wolters Kluwer Financial Services, Inc. | Please view the site office location directory for potential office preferences nationwide. | https://bit.ly/Find\_A\_WK\_Office

About Us -** **FCC | CS - Wolters Kluwer Financial Services

Required Job Qualifications (** **minimum 2 yrs+): 

+ **Lead Generation and Qualification:** Identify and qualify potential customers through various channels ( **exclusively banking, credit unions, and specialty lending clients** **)**

+ Conduct **initial outreach and establish first contact** with potential **banking, credit unions, and specialty lending** customers.

+ **Sales Presentations and Closing:** Present products/services effectively, address objections, and close deals.

+ Experience working in a compensation structure that includes a base salary **and a commission plan** (uncapped)

+ **Achieving Sales Targets** : Meet or exceed established sales quotas and goals.

+ **CRM Management:** Maintain accurate and up-to-date records of sales activities and customer information in CRM systems.

Essential Duties and Responsibilities ** **:

+ **Building and Maintaining Relationships:** Foster strong relationships with clients, both new and existing, to ensure satisfaction.

+ **Customer Needs Analysis:** Understand customer needs and tailor solutions accordingly.

+ **Collaboration and Communication:** Work effectively with other teams (marketing, customer support) to provide a seamless customer experience.

+ **Product Knowledge and Updates: Stay** informed about product knowledge, industry trends, and competitive activities. Key product focus is materials lending institutions need to adhere to Regulatory Compliance.

+ Maintain accurate records of customer interactions and sales activities.

+ Respond to basic customer inquiries and escalate complex issues to senior team members.

+ Assist in preparing sales reports and tracking performance metrics.

+ Learn and understand the products/services offered by the organization.

+ Contribute to customer satisfaction by ensuring timely follow-up and resolution of issues.

Additional Information:

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

**Wolters Kluwer (EURONEXT: WKL) is** a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.  Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. We are headquartered in Alphen aan den Rijn, the Netherlands.

+ Ranked by Forbes Magazine as among America’s Best Large Employers for 2022 - #84.

+ Wolters Kluwer secures 2nd place in Newsweek's Most Trustworthy Companies List 2023

+ CEO Nancy McKinstry ranked 16th by Harvard Business Review of the best performing CEOs in the World.

+ WK \#1 for gender equality in the workplace in the Netherlands & #47 worldwide for 2023 .

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 responsibilities and requirements. The job description provided is subject to revision and modification at any time.

Texas-Houston-Allen Pkwy

Texas-Dallas-Bryan St

Pennsylvania-Philadelphia-Market St

Florida-Tampa-West Boy Scout Blvd

Ohio-Columbus-Easton Commons Way

Indiana-Indianapolis-Woodfield Crossing Blvd

Texas-Coppell-Rombauer Rd

Wisconsin-Madison-Junction Rd

Georgia-Kennesaw-Chastain Meadows Ct NW

Kansas-Wichita-East Douglas

Ohio-Hudson-Terex Road

Delaware-Wilmington-Orange St

Missouri-Clayton-South Central Ave

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

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.