Sales Business Retention Rep
$57.4k - $98.35kWolters Kluwer Financial Services
The Customer Success Manager (CSM) plays a critical role in helping customers realize value from their investment in Lippincott Solutions. This role partners closely with customers and internal teams to drive adoption, retention, and long-term relationship success through proactive, structured engagement.
CSMs manage a portfolio of customers across National and Mid-Market segments and engage customers based on account size and needs. The role balances strategic customer relationships with strong organization, communication, and operational execution.
Key Responsibilities
Customer Engagement & Value Delivery
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
New Implementations & Onboarding
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
Adoption, Retention & Growth
Support all customer needs throughout the customer's lifecycle
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
Operational Excellence
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
Tools & Productivity
Leverage available technology and AI tools to improve efficiency and quality of customer communication
Use insights and summaries to prepare for meetings and customer conversations
Support continuous improvements in process, quality, and customer experience
Collaboration & Team Contribution
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
Represents Wolters Kluwer by developing and maintaining comprehensive knowledge of Wolters Kluwer products, industry and technical trends and general business and financial acumen through various sources and initiatives
Qualifications
Required Experience:
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
Preferred Experience:
3+ years of Customer Success or B2B client management experience
Experience in healthcare, nursing, or clinical environments
Familiarity with SaaS, digital platforms, or learning technologies
Experience preparing customer presentations, account plans, or business reviews
Previous experience preparing project plans for customers a plus
Customer training experience is a plus
Interest in using AI or productivity tools to enhance work quality and efficiency
Microsoft Office Suite; proficiency with Word, Excel, PowerPoint, and Outlook required
Salesforce.com experience a plus
Travel: Up to 10%, primarily domestic
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:
$57,400.00 - $98,350.00 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.
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.
- Description: The Technical Sales Representative is an outside salesperson who will use technical skill, product knowledge, and an understanding of the customer’s business to sell products and services offered by the Company to current and new customers. This position...SuggestedFull timeWork at officeLocal area
$93.4k - $124.5k
...Description** **Position Title:** Technical Sales Representative **Pay Rate** : $93,400 - $... ...include profitably growing business, implementing value propositions with key... ...marketplace. + Collaborate with box sales reps, customer service, manufacturing, and design...SuggestedFull timeTemporary workRemote workWorldwideFlexible hoursShift workNight shift$64k
...SUMMARY This job actively prospects for new clients and business for the profitable sale of core and supplemental products for a business segment... ...products and services to existing accounts to ensure retention and growth of profitable business. ESSENTIAL RESPONSIBILITIES...SuggestedFor contractorsWork at officeLocal areaRemote work$64k - $85k
...Inside Sales Representative Do you thrive in a startup vibe? Were you built for a... ...going back to our roots as a standalone business unit to focus on our SaaS business an area... ...our customer base. Account expansion and retention activities include cross selling into...SuggestedLocal area$11 - $20 per hour
...Telephone Sales Rep - Remote Salary Range $11.00 - $20.00 Hourly Position Type Full Time... ...of earning up to $20 per hour. ~ A retention bonus: $250 is available after 4 weeks,... ...shifts may be required during the peak busy season. Must work in the continental...SuggestedRemote jobHourly payMinimum wageFull timeImmediate startWork from homeMonday to FridayShift workDay shift$40k - $62.97k
...Outside Sales Representative Sunbelt Rentals--the fastest growing rental business in North America--is seeking an Outside Sales Representative. As an Outside Sales... ...management, new business development and customer retention skills Effective communication and...Full timeTemporary workFlexible hours$60k - $75k
...TERRITORY SALES & ACCOUNT MANAGER FIELD-BASED POSITION | NORTH... ...in graduation rates, student retention, alumni engagement, and brand... ...marketing experience. Experience with business to business customer... .... Work with newly hired sales reps in the territory as trainer/mentor...Local areaImmediate startRemote workFlexible hoursNight shift3 days per week- ...Technical Sales Rep Responsibilities: Provide selections & quotations on products as requested by staff and customers. Assist... ...confirm deliveries. Become proficient in company computer-based business systems and equipment quotation and selection programs....
$80k - $150k
Renuity Garage Field Sales Consultant Earn up to $80,000 to $150,000+ per year! Renuity Garage is a proud company of the Renuity family... ...to work evening and weekend appointments In-Home Sales or Business to Consumer Sales experience - a plus! Windows and Doors,...Full timeWeekend workAfternoon shift$100k - $125k
...compliance. We are growing quickly and are looking for experienced sales professionals who want to build long-term customer... ...operations, identifying problems that matter, building a clear business case, and guiding opportunities through to close. This is a field...Full timeTemporary workWork at office- ...The Technical Salesperson will strive to grow their respective sales territory to its full potential by working closely with existing... ...Provide sales forecasts, sales reports, and present annual business plan as required by management. Comply with company's travel...Full timeCasual workWork at officeMonday to FridayNight shiftAfternoon shift
$75k - $300k
...Rubin… Rubin Financial Group | Remote Sales | Commission-Based | Independent Contractor... ...-ups to ensure satisfaction and policy retention. Market Research: Stay informed on... ...leadership paths 100% remote — you can do business from anywhere Base pay range $75,000.00...Full timeFor contractorsRemote work- ...Triangle Fastener Corporation is seeking a proactive Outside Sales Representative to join our team in the Raleigh, NC area. In... ...ensuring high customer satisfaction Identify and pursue new business opportunities to grow your sales territory Make regular in-person...Temporary workLocal area
- ...Gases is looking for a qualified individual to fill our Inside Sales Representative position at our Fredericksburg, VA store. The most... ...to customers when the primary driver is unavailable or business needs dictate. Always maintain a professional demeanor and appearance...Temporary workFlexible hours
$80k - $130k
Description: $80,000–$130,000+ | In-Home Sales Consultant | No Cold Calling | Company-Provided Leads Earn $80,000–$130,000+ Per Year $500 Weekly Salary + Uncapped Commission | Company Vehicle | Company-Generated Leads Join the Nation's Premier Residential Generator...Full timeContract workWork at office- ...! Our Retail Careers come with awesome perks and may include additional starting pay if you are bilingual. It’s time to take your sales career to the next level. Every day you’ll be at the center of it all. Your goal? Create meaningful connections with every customer,...Hourly payFull timeTemporary workLocal areaFlexible hours
$100k
...confirming your leads. Are you tired of cold calling looking for new business? Tired of the constant follow up, pay cuts, or unqualified... ...less time in the field and less time in the home. If you are a sales PROFESSIONAL ready to be paid for your talents apply now and...Full timeFor contractorsWeekend workDay shiftAfternoon shift$100k - $150k
...division of Leaf Home LLC is looking to grow our team of Outside Sales Representatives TODAY! Why Work with Leaf Home Stairlift? Working... ...Freedom – Earn an average of $100k+ in the first year…Our top rep earned $250k in 2023!! Weekly Pay – We pay weekly through...Weekly payFull timeWork from home$100k
..., a division of Leaf Home is looking to grow our team of Outside Sales Representatives TODAY! Why Work with Leaf Home Water Solutions?... ...Freedom – Earn an average of $75-100k+ in the first year…Our top rep earned $250k in 2024!! Weekly Pay – We pay weekly through direct...Weekly payFull timeLocal areaWork from home- ...America being due to medical illnesses, we help families that recently closed on a House/Business/Credit loan protect their family from financial devastation. Our job as sales reps is first to contact clients who have already REQUESTED our help. Then, visit them in-home...Remote jobExtra incomeFull timePart timeFor contractorsWork from home
- ...through our NMO Freedom to set and manage your own hours Thorough training and ongoing real-time support Friendly & helpful sales community Meeting with potential clients who requested information and helping them understand what they qualify for. If...Full timeWork at office
$160k
...Senior Hospital Sales Executive A pathology laboratory is expanding its services and seeking experienced Senior Hospital Sales... ...role, the Sales Executive will be responsible for developing new business, expanding hospital accounts, managing the full sales cycle,...Part timeImmediate start- ...Job Description The Sales Service Representative serves as a key point of contact for assigned customer... ...to support service excellence and customer retention. Use SAP, Microsoft Office 365, Excel, and other business systems to maintain accurate records, analyze account...Work at office
$25k
...Become a part of our caring community With over 10 million sales interactions annually, Humana understands that while great products are important, it's the quality of our service that truly defines us. We know that when our members and prospects have delightful and...Full timeApprenticeshipLive inLocal areaRemote workWork from homeNight shiftWeekend work$90k - $100k
...Description Territory Sales Representative (San Diego, CA) Base Salary: $90,000-$100,000 Based on skills & experience + Company Vehicle... ...by building strong customer relationships, identifying new business opportunities, and promoting service solutions along with refrigeration...Remote workNight shift$125k - $250k
...Close More Deals | Earn More Money | $125,000 - $250,000 Annually Are you looking for a proven sales process, career growth, and unlimited earning potential? At Erie Home, a leading provider of residential roofing solutions, we set you up for success – pre-qualified...Weekly payWeekend workAfternoon shift- ...Job Summary As a Sales Counselor in our Raleigh Division, you will work one on one with home buyers as they search and purchase the... ...Bachelor’s Degree with a concentration in Marketing, Communications, Business Administration, or Psychology. Physical Demands Must be able to...Permanent employmentContract workTemporary workShift workWeekend workWeekday work
- ...responsiveness, reliability, and technical competence. To view a video description of this position, visit Job Summary As Route Sales Representative, you will play a critical role in developing and maintaining strong customer relationships because you will have...Monday to Friday
$115k - $160k
...entrepreneurial, and inclusive culture. JOBSUMMARY: The Specialty Sales Representativeis responsible fordriving brand awareness and... ...learn clinical, scientific, and product information. Solid business acumen with the ability to identify opportunities and act on...Live inWork at officeRemote workShift workNight shift$100k
...Join an elite group of sales professionals bringing customized, white glove experiences directly in the customers home. Field Sales... ...ready to drive, as we provide a company vehicle for official business use only ~ Work a varied schedule designed to meet customers...Hourly payTemporary workLocal areaAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sales Business Retention Rep. Be the first to apply!
- local sales representative Raleigh, NC
- outside sales representative Raleigh, NC
- reservation sales agent work from home Raleigh, NC
- sales consultant Raleigh, NC
- commercial sales representative Raleigh, NC
- medical sales executive Raleigh, NC
- hvac sales representative Raleigh, NC
- saas sales representative Raleigh, NC
- independent sales consultant Raleigh, NC
- entry-level sales representative Raleigh, NC





