Sr. Strategic Account & Relationship Manager jobs in United States
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Wolters Kluwer · 18 hours ago

Sr. Strategic Account & Relationship Manager

Wolters Kluwer is seeking a Sr. Strategic Account & Relationship Management Executive to manage and grow existing Commercial Customer relationships in a defined territory. The role involves fostering relationships, securing renewals, growing revenue, and providing ongoing training and support to maximize usage.

BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware
Hiring Manager
James Crawford
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Responsibilities

Identify target opportunity and stakeholders
Facilitate outreach and background information collection with new opportunity
Identify and build relationships with key stakeholders
Conduct customer needs assessment
Qualify target opportunity based upon account value, threats, and barriers
Record accurate customer data in the CRM system
Build effective sales pipelines
Prepare activity and forecast reports
Attend conferences and tradeshows to promote product visibility and generate leads
Meet and exceed monthly, quarterly and yearly revenue targets through complete ownership of a assigned book of business
Create and update a Book of Business Plan to include strategy, tactics and milestones as it relates to hitting goals set by the company
Customize and communicate product value proposition and solution design
Develop and review implementation scope
Coordinate with Sales Operations team in executing supporting active selling functions including contract creation, terms and conditions development, quoting, and modifications
Conduct contract reviews, pricing, and negotiation
Obtain final signature and finalize order
Build lasting customer relationships to retain and grow existing commercial customer base
Review account utilization management reporting and provide recommendations
Conduct regular account review meetings
Collaborate with marketing in account communications planning and marketing campaigns
Identify cross-sell and up-sell opportunities
Work closely with other Commercial Sales colleagues on new implementation, training of customers
Manage all aspects of trial and subscription usage activity to ensure the customer realizes the full value of our services
Trains all new clients and proactively seeks out training opportunities with existing clients who demonstrate low product usage. Client usage stats must be reviewed during the monthly meetings with the Account Manager to identify renewal concerns and the need for additional training opportunities. Responds promptly and professionally to customer inquiries and seeks out opportunities to provide a high level of customer service
Collaborate with marketing in account communications planning and marketing campaigns
Provide territory coverage as needed
Assist and communicate effectively with all departments as it relates to the company selling process
Comply with established sales policies, pricing guidelines, and best practices
Maintain the highest standards of integrity and respect for co-workers and customers Special projects as assigned
Act as liaison between the marketplace and Wolters Kluwer Product Development Team by actively seeking out and documenting product and market feedback
Participating in new system user acceptance testing

Qualification

Sales experienceCustomer relationship managementHealthcareIT salesComputer skillsPresentation skillsWritten communication skillsNegotiation skillsTeam collaboration

Required

Bachelor's degree or equivalent years of experience
A minimum of 5 years of sales experience preferably in healthcare or IT related sales with a track record of success in building relationships throughout relevant customer disciplines and departments, meeting goals and presenting to high level decision makers
Strong computer skills (Internet, Excel, PowerPoint, Word, CRM Programs)
Experience demonstrating and selling sophisticated and complex products/technologies
Possess strong product knowledge of all CE applications that are sold in the commercial market
Strong telephone, presentation and written communication skills
Valid US driver's license and Passport to manage overnight travel up to 30% - 35% in territory

Benefits

Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave

Company

Wolters Kluwer

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Wolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors.

Funding

Current Stage
Public Company
Total Funding
$1.78B
2025-06-23Post Ipo Debt· $578.76M
2025-03-13Post Ipo Debt· $542.74M
2024-03-11Post Ipo Debt· $655.84M

Leadership Team

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Jason Marx
CEO, Wolters Kluwer Tax & Accounting
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Nancy McKinstry
CEO
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Company data provided by crunchbase