The Senior Sales Business Retention Associate is responsible for retaining and growing revenue within an assigned portfolio of existing customers. This role combines account management, consultative selling, and proactive renewal management to maximize customer value and long-term retention. The Retention Associate owns the renewal lifecycle from early engagement through contract close, proactively building relationships with key contacts, demonstrating product value, and identifying opportunities to expand customer usage. Success in this role requires a strong consultative sales approach focused on renewing business, increasing product adoption, and generating incremental revenue through upsell opportunities. The primary responsibility of the Retention Associate is to secure research product renewals, increase revenue within the existing customer base through upselling and product adoption, and successfully deliver annual price increases set forth by the business. The Retention Associate also identifies and forwards qualified opportunities to the appropriate Sales channels when appropriate. These functions are performed in a manner consistent with company established timelines and objectives. ESSENTIAL DUTIES AND RESPONSIBILITIES Owns and manages a portfolio of existing customer accounts and is responsible for retention, renewal execution, and revenue growth within the assigned book of business. Responsible for achieving assigned renewal rate and revenue retention targets within the assigned portfolio of accounts while identifying opportunities to increase customer spend through product adoption and expansion. Learns the full line of CCH TAA Tax Research and Audit products including features, benefits, pricing, intended use, value proposition and competitive position in order to effectively serve clients and position solutions that meet customer needs. Handles account management activity for Tax Research software customers to effectively promote and facilitate a positive renewal environment for the customer while strengthening long-term relationships. Proactively manages renewal cycles beginning approximately 90–120 days prior to contract expiration by engaging customers early, reinforcing product value, identifying risks, and positioning successful renewal outcomes. Initiates and manages customer engagement well in advance of renewal to establish value, mitigate churn risk, and ensure renewal conversations are not limited to invoice delivery. Executes the consultative sales process for Tax & Accounting Research products and services by staying fully informed of the prescribed sales methodology and aligning solutions with customer workflow and business needs. Identifies opportunities to expand revenue within existing accounts through upselling, cross-selling, increased product utilization, and additional product adoption. Conducts outbound customer engagement including phone calls, virtual meetings, and targeted outreach campaigns to build relationships, communicate value, and drive renewal and expansion opportunities. Maintains consistent proactive engagement with customers through phone, email, and virtual meetings to ensure sufficient activity levels that support renewal success and account growth. Handles renewal activity for accounts, add-on sales activity, account management and other sales services and effectively tracks and manages renewal cycles throughout the year. Maintains accurate pipeline management, renewal forecasting, and activity tracking within CRM tools to ensure visibility into renewal health and growth opportunities. Contributes to new product development that meets customer needs by identifying gaps where current products do not meet client requirements; working with product managers to translate unmet client requirements into business and functional specifications. Improves WK CCH TAA Tax Research and Auditing market share by strengthening customer relationships, increasing product adoption, and ensuring customers realize the full value of Wolters Kluwer solutions. Collaborates with Management, Retention Representatives, Account Executives and Alliance Team in developing joint sales plans, business plans, presentations, and creating referrals. Manages time and resources effectively to accomplish sales goals by planning for and scheduling all required sales activity. Represents Wolters Kluwer by developing and maintaining comprehensive knowledge of Wolters Kluwer products, industry trends and general business and financial acumen through various sources and initiative. Communicates Wolters Kluwer competitive advantage to customers in a compelling articulate manner in verbal and written conversations and presentations. Behaving in ways that demonstrate corporate core values and culture; developing professional and positive relationships with customers and colleagues; and maintaining a reputation of competence, integrity and professionalism. OTHER DUTIES Proactively pursues professional development activities (e.g., attending seminars, reviewing professional publications, establishing personal networks). Manages time and company resources appropriately. Performs other duties as assigned by supervisor. JOB QUALIFICATIONS

Education

BS/BA degree in a business-related field or equivalent work experience in a professional sales setting. Required

Experience

Minimum of 2 years of experience in a sales, account management, customer success, or customer-facing role including:

Experience

making presentations to prospective or existing clients to explain the business' products and services and their alignment with the client's needs.

Experience

using online presentation tools.

Experience

using a consultative sales approach to identify customer needs and position appropriate solutions. Intermediate experience with recent version of Microsoft operating systems and Office, especially Word and Excel. Preferred

Experience

and Training 1 year of experience in a sales retention or account management role with responsibility for renewing and growing existing customer revenue. Technical, software or online solutions sales experience a plus.

Experience

selling on premise and cloud-based solutions and services.

Experience

working in a highly matrixed environment. Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module, Salesforce.com). Preferred Knowledge and Abilities Understands the workflow of Tax Research and Auditing Departments. Demonstrated ability to create positive working relationships with customers, co-workers and leaders. Strong customer service, relationship management, and interpersonal skills. Demonstrated ability to work independently and meet deadlines consistently with minimal supervision. Good organizational skills and ability to prioritize work effectively to meet business needs. Excellent English language skills required, both verbal and written.

Experience

with CRM tools, i.e. Salesforce.com; etc Travel

Requirements

5 – 10% Attending offsite meetings Ability to travel independently and overnight Ability to travel by air Ability to obtain a credit card 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: $40,000.00 - $67,550.00 USD This role is eligible for Commission. 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. If making a difference matters to you, then you matter to us. Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide. Our customers work in industries that impact the lives of millions of people every single day. Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity. We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes. Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains. We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud-based, AI-powered platforms that integrate seamlessly into their workflows and ecosystems. Our solutions are designed to deliver impact when it matters most, especially in high-stakes environments where accuracy and trust are essential. With a nearly 190-year legacy, Wolters Kluwer continues to evolve its portfolio of digital solutions and services to meet the changing needs of professionals worldwide, enabling them to work faster, make smarter decisions, and deliver better outcomes. For more information about our solutions and organization, visit www.wolterskluwer.com, or follow us on LinkedIn, Instagram and Facebook. Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume. As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work. We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. Our global Together we thrive well-being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well-being. That commitment has been recognized externally through Ragan’s Top Places to Work for Employee Wellbeing: Large Organization in 2024. More recently, Wolters Kluwer was recognized by Forbes as one of America’s Best Large Employers 2026 and America’s Best Employers for Engineers 2026. In 2025, Wolters Kluwer was also recognized by Forbes as one of America’s Best Employers for Women. To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases. GDPR Wolters Kluwer (“we” or “us”) wants to inform you about the ways we process your personal information. In this Privacy & Cookie Notice we explain what personal information we collect, use and disclose. You'll find details related to GDPR and other data privacy policies on our Careers Privacy and Cookies page.