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Wolters Kluwer Inside Sales Representative, Supply Chain Planning (Software) in Boston, Massachusetts

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.

The Inside Sales Representative (ISR) is a telephonic inbound/outbound sales role that is responsible for generating revenue and/or profit margin in small to mid-sized accounts. The (ISR) is responsible for learning sales techniques and reporting daily or weekly activity to a Field Sales Manager or Inside Sales Team Leader. The (ISR) may also participate on key account sales teams and provide ongoing service and support in named accounts.

*Ideal candidates may be based out of a remote home office location anywhere in the U.S.*


  • Outbound lead generation for Integrated Business Forecasting and Supply Chain Planning solution

  • Inbound lead qualification and management (until qualified and demo booked or transitioned to AE)

  • Understands needs, expectations, and business problems of potential customers

  • Supports Account Executives with telemarketing campaigns

  • Demonstrates value proposition of Vanguard Software and aligns offerings with customer-specific business issues

  • Achieves and surpasses daily performance metrics

  • Establishes friendly and professional relationships with prospects and customers

  • Manages a database of prospects and contact them regularly

  • Records details of every prospect communication in CRM

  • Ensures that timely and accurate information is entered into CRM ( daily



Bachelor’s degree in Business Administration, Finance or other related field; Or if no degree, equivalent years’ of relevant work experience

Minimum Experience:

  • Two or more years in an inside sales, sales/business development (SDR/BDR) or telemarketing role

  • Strong phone skills

  • Exceptional verbal and written communication skills with high level of confidence

  • Creative thinker who can resolve critical problems

  • Solid organizational and time-management skills

  • Ability to multitask and handle conflicts in the business

  • Target-driven and teamwork oriented

  • Ability to work independently as well as flourish with coaching

  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook & Teams)

  • Working knowledge of or other comparable CRM application

Preferred Experience:

  • Experience working with supply chain software/SaaS and/or Cloud technology solutions

  • Predicative analytics domain expertise

  • Supply chain, financial performance management (CPM/EPM), or demand planning industry knowledge


  • Limited travel; up to 10% annually


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.