Sales Support Coordinator, Corporate Software Remote

Wolters Kluwer Remote
sales sales support coordinator corporate software remote sales team management software finance billing cch
January 18, 2023
Wolters Kluwer
Bismarck, North Dakota
Wolters Kluwer, CCH Tagetik North America enables finance, legal, tax, and healthcare professionals to be more effective and efficient. We provide information, software, and services that deliver vital insights, intelligent tools, and the guidance of subject-matter experts. We understand the complex challenges that face the Office of the CFO and translate that knowledge into intuitive, enterprise-scale CCH Tagetik performance management software solutions that drive business results. With over 180 years' experience in the markets we serve, Wolters Kluwer is lifting the standard in software, knowledge, tools and education.

Wolters Kluwer Corporate Direct busines is looking for a Sales Support Coordinator to support our Corporate Account Representatives with a variety of administrative tasks in an effort to enhance our sales reps time spent in the field while also ensuring an integrated client experience with sales and implementation. This role is responsible for supporting a group of sales representatives with coinciding priorities. The Sales Support Coordinator will be expected to navigate sales systems and processes efficiently and effectively in order to meet the needs of the team and the clients they support.

This role may be based from a remote home office location anywhere within the Central or Eastern US time zones

  • Navigates sales systems on behalf of field sales representatives including quote generation (CPQ in ), order management (AMS/PfxDocs/COP/SAP) and various other systems and tools
  • Mediates the escalation of billing issues between the client, account representative and billing department in a professional manner and communicates with each department and client, as needed
  • Coordinates client implementation handoff by working with implementation team and ensuring follow up proceeding implementation in an effort to identify areas for cross-sell and upsell opportunities
  • Champions and tracks complex support issues with Corporate Direct support teams and Product Management and Development
  • Tracks and provides enhancement requests from customers to Product Management team
  • Acts as lead for working with Finance and Collections on outstanding receivable requests or communicating payment delays to Finance due to CCH billing issues
  • Assists when orders are rejected, delayed or not activated for customers including ensuring accounts are fully set up for all users and administrators
  • Works with Licensing and Finance teams to ensure credits or special billing changes are completed and reflected on invoicing properly
  • Assists in coordination with Training and Consulting teams when scheduling changes are requested
  • Supports ongoing sales initiatives and programs to ensure achievement of goals and objectives
  • Coordinates all new licensing, existing licensing (migrations) and open invoice resolution during all client mergers and acquisitions
  • Maintains confidentiality of top-level confidential and proprietary information
  • Establishes strong working relationships with team members, departments, and clients to understand needs and communicate mutual expectations
  • Conveys confidence, monitors client satisfaction, and stays informed about issues, resolutions, and progress
  • Gathers information from , and other sources to provide sales performance reporting to the sales team
  • Helps with RFP/Bid responses
  • Helps facilitate the tracking of internal projects for security assessments, product evaluations and legal reviews
  • Performs other duties as requested by Supervisor

Minimum Experience :
  • 2 or more years of sales/client support, administrative or clerical experience within a professional work environment
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Adobe Acrobat and Access Database
  • Proficiency with or other comparable CRM application
  • Relevant work experience in a sales or marketing organization
  • Relevant work experience supporting software sales teams
  • Relevant work experience in a client-focused environment
  • Prior experience successfully coordinating and managing administrative tasks for a team of individuals
  • Working knowledge of sales management software
Other Knowledge, Skills, Abilities or Certifications:
  • Demonstrates the highest levels of integrity, honesty and confidentiality
  • Strong client focusdedicated to meeting the expectations and requirements of internal and external clients; acts with client in mind and establishes and maintains effective working relationships with clients
  • Strong planning skillsmaintains ability to accurately scope out length and difficulty of tasks/projects; sets objectives and goals; breaks work down into steps, develops schedules and anticipates/adjusts for problems and roadblocks; measures performance against goals and evaluates results
  • Exercises initiative, utilizes good business judgment and strong multi-tasking skills in prioritizing items for attention and action with minimal day-to-day supervision
  • Possesses strong interpersonal communication skills to interact with senior management, staff, colleagues, cross-functional teams, and clients
  • Strong analytical and creative problem-solving skills
  • Adaptable to dynamic and ever-changing environment
  • Maintains ability to wow teammates and clients and acts as a model for initiative to others by consistently pushing the performance envelope
  • less than 10% may travel for occasional team meetings and/or trainin
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.

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