Sales Business Retention Representative

🕒 May 6

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $57.4k - $98.3k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤑 Sales

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Wolters Kluwer

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1836

💸 Finance

☁️ SaaS

📋 Compliance

Finance • SaaS • Compliance

Wolters Kluwer is a global provider of professional information, software solutions, and services aimed at clinicians, nurses, accountants, lawyers, as well as the tax, finance, audit, risk, compliance, and regulatory sectors. The company is committed to helping professionals enhance their workflows, improve decision-making, and solve complex problems with confidence. Wolters Kluwer serves customers in over 180 countries, providing expert solutions that support health, prosperity, safety, and legal rights. With over 21,000 employees across numerous countries, Wolters Kluwer continues to drive innovation and progress in the fields it serves.

📋 Description

• Manage a portfolio of National or Mid‑Market customer accounts • Deliver proactive, outcome‑focused customer meetings based on an established engagement cadence • Prepare agendas, lead customer conversations, and provide clear follow‑up communication • Communicate with customers in a compelling and articulate manner in both verbal and written conversations and presentations • Build trusted relationships with key customer stakeholders and champions • Maintain an understanding of customer goals, success criteria, and renewal timelines • Share customer feedback, trends, and insights to internal teams • Support new customer implementations by partnering with Sales and internal teams to ensure seamless handoff • Guide customers through onboarding, including kickoff conversations, training coordination, and early adoption support • Ensure customers understand product capabilities, best practices, and success milestones during initial rollout • Identify and address early risks during implementation to set a solid foundation for long‑term success • Drive adoption and effective use of Lippincott Solutions products • Monitor customer health and usage trends to identify risks and opportunities • Partner with Account Executives on renewals, expansions, and growth opportunities • Support customer advocacy efforts, including references or success stories where appropriate • Maintain accurate and timely customer records in Salesforce • Document customer interactions, decisions, and next steps • Prepare for and participate in Quarterly and Executive Business Reviews as needed • Create detailed usage reporting and analyze data to inform customer strategy and internal alignment • Leverage available technology and AI tools to improve efficiency and quality of customer communication • Support continuous improvements in process, quality, and customer experience • Work closely with Account Executives and internal partners to ensure aligned customer strategy • Participate in team meetings, enablement sessions, and knowledge sharing • Contribute to best practices, templates, and shared learnings across the team

🎯 Requirements

• 2+ years of experience in Customer Success, Account Management, Sales Support, or a related customer‑facing role • Experience managing customer relationships and balancing multiple priorities • Strong written and verbal communication skills • Comfort leading virtual meetings and customer discussions using Microsoft Teams, WebEx, or similar • Proficiency with Microsoft Office tools; CRM experience preferred • 3+ years of Customer Success or B2B client management experience (preferred) • Experience in healthcare, nursing, or clinical environments (preferred) • Familiarity with SaaS, digital platforms, or learning technologies (preferred) • Experience preparing customer presentations, account plans, or business reviews (preferred) • Customer training experience is a plus (preferred)

🏖️ Benefits

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