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.
- ...Best Version Media is looking for a driven, community-minded sales professional to join us as an Advertising Sales Representative.... ...North American communities together one person, one home, one business at a time. Today, BVM publishes over 1,300 local magazines and...SuggestedFor contractorsLocal areaFlexible hours
$125k
...UKG is seeking a highly motivated sales professional as a Business Development Manager who will be responsible... ...we hire only the best HRMS/Payroll Reps and arm them with the best products,... ...able customer base with 96% customer retention with our hosted SaaS solution Solid...SuggestedLive inLocal areaRemote work- ...Commercial Sales Representative Are you interested in working in a growing industry... ...standardized procedures Maintain customer retention by affirming customer satisfaction after... ...What You'll Need: ~5+ years prior business to business sales experience preferred....SuggestedFull timeContract workImmediate startLong distanceFlexible hours
- ...Plumbing & HVAC Multifamily & Builder Sales Representative Philadelphia MetroR.F. Fager... ...relationships with customersGrow our business by identifying new opportunities and prospecting... ..., new business development and customer retention skills a mustExceptional oral and...SuggestedWeekday work
- ...Field Sales Representative Field Sales Representative (FSR) is responsible for supporting the growth of the pallet business by developing new customer relationships and servicing existing... ...customers to ensure satisfaction, retention, and growth Respond to customer...Suggested
$47.79k - $81.09k
...Hybrid Field Sales Representative We're building a world of health around every individual... ...by building and managing a book of business through a combination of field based... ...technology platforms. Achieve sales, quality, retention, and performance goals while adhering to...Hourly payFull timeWork at officeLocal area- ...of the best and brightest people in the business! Partner with the best in the heavy-duty... ...and establish strong relationships. Sales and Relationship Building: Present FleetPride... ...set of existing customers to identify retention and growth opportunities. Reporting...Local area
- ...Job Description Job Description Position Description As an Ad Sales Representative with Decided Excellence Catholic Media (DE) you will be an integral part of growing a business whose mission is to evangelize Catholics, strengthen parishes, and provide powerful...Full timeFor contractorsLocal areaImmediate startWork from homeMonday to FridayFlexible hours
- ...individual to join our company as a Library Sales Consultant for Western Pennsylvania. As... ...qualifying sales calls to expand new business Build and maintain long-lasting relationships... ...record in new account acquisition and retention Exceptional speaking and active...Weekly payFor contractorsSummer workWork at officeLocal areaWorldwide
- ...are seeking a motivated and results-driven Sales Representative to support and grow our... ...with existing accounts while developing new business opportunities within your territory. The... ...equipment. Collaborate with technical reps and other team members to provide...Full time
- ...Overview: Are you a driven and ambitious sales professional seeking a fulfilling career? We're searching for a motivated individual to join our team as a Home Improvement Sales Representative. If you excel at building rapport, closing deals, and delivering exceptional...Full timeContract workFlexible hours
- ...Outside Sales Representative The Outside Sales Representative will be primarily responsible... ...customer experience to ensure maximum retention of core accounts. The Outside Sales... ...these key customers to understand their business needs and leverage FleetPride's...Local area
$69k
...Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions...Remote workWork from homeFlexible hours$100k - $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 payPart timeWeekend workAfternoon shift$72.5k
...Territory Sales Representative Great Benefits. Winning Culture. Growth Opportunities. Target Pay of $72500 * Professional... ...opportunities, growing existing accounts). * Experience with business-to-business selling (e.g., making sales calls, building relationships...Full timeContract workPart timeSeasonal workWork at officeLocal areaFlexible hoursShift workAfternoon shiftEarly shift- ...The Opportunity - Territory Sales Representative, Harrisburg, PA Seeking a field sales professional who thrives on high-volume,... ...make the most of this position. As a long-standing, family-run business, we value relationships and will invest in you as you grow your...Full timeFor contractorsWork at officeAfternoon shift
$113k - $162k
...Immunology Sales Specialist (Central PA) - Ophthalmology, NeurologyJoin Keenova's Immunology Sales Force Team, where we work to become... ...policies and procedures, as a results-oriented salesperson, business partner and consultant. Develop strategically targeted accounts...Permanent employmentWork at officeLocal areaNight shift- ...The Faulkner Automotive Group is looking for an enthusiastic, self-motivated Sales Consultant to join our team ! Faulkner is a place you can establish a career and grow with the organization. While sales experience is a plus, it is not required! We provide training to...
$75k
...your roadmap to becoming a top earner in sales. If you’re prepared to unlock your full potential... ...–Thursday to meet with farmers and small business owners, then enjoy your weekends off. Say... ...-based role , and many of our new reps earn $75,000 or more in their first year,...Flexible hoursNight shift$16 per hour
...community every day is what makes this job so rewarding.' - Natalie, Sales Who We Are We Serve Others We Do What It Takes... ...-6pm (required), Sunday: Closed Schedules may vary based on business needs Additional Information ~ Blue Ocean Brands...Hourly payWeekly payFull timeMonday to FridayWeekend work$80k - $85k
...help patients heal where they feel most comfortable, at home. The ideal candidate for this role will have experience in outside sales/business development in the healthcare industry. A background in cold calling customers in pharmaceuticals, medical device sales,...Temporary workShift work- ...Sales Team Opportunity at WebFX WebFX is seeking a candidate for our Sales team! Our ideal candidate has a bachelor's degree, 2-... ...building relationships You like learning about different types of businesses You love solving problems for others, and are always looking...Work at office
$75k - $90k
...Join Our Team as an Enterprise Sales Specialist! At Pearson, we're helping organizations build stronger, more future-ready workforces... ...challenges, close critical skills gaps, and achieve their business goals through innovative enterprise learning solutions. This...Full timeRemote work- ...Join a team that builds more than homes - we build lasting relationships. Yingst Building Group is looking for a motivated New Home Sales Representative who thrives on connecting with people, delivering outstanding service, and helping clients bring their vision to life...Contract workWork at officeWork from homeWeekend work
- ...Residential Sales Representative Our Residential Sales Reps provide a world-class customer experience by selling the Pella Promise; "The best product for your home and budget, a no-mess no-guess installation, with a total care guarantee." We strive to make a positive...Live inFlexible hoursAfternoon shift
$120k - $160k
...This Sr. Federal Account Executive is responsible for generating sales of comprehensive energy solutions, to include facilities... ...introductory appointments with top decision makers to discuss business solutions; including the enhancement, repair and modernization...Contract workTemporary workFlexible hours$15 per hour
...Senior Sales Associate Want to help pets live their best lives? We're proud to be where the pets go and where the pet people go. If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbeing,...Local areaFlexible hoursShift workNight shiftAfternoon shift$25 per hour
...Pittsburgh Costco Locations! We are currently hiring for the Pittsburgh Costco locations! Join our team of energetic, goal-driven sales reps! We're looking for passionate brand ambassadors to promote Qunol & Zena nutritional supplements. If you love talking to people...Currently hiringShift workWeekend work$38k - $68k
...partner to many of the world's leading brands and serve consumer and business customers across multiple industries. We are extremely proud of... ...of the company's products and services that result in the sales of the organization's pest control solutions....Full timePart timeLocal areaImmediate start- ...WHAT YOU WILL DO You will execute Gilbarco Veeder-Roots sales quota in an assigned accounts by managing relationships with the customers... ...company powering the way the world moves. We empower businesses in the transport sector to adapt to a fast-changing landscape by...Contract workFor contractorsRemote workWorldwideShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sales Business Retention Rep. Be the first to apply!
- entry-level sales representative Harrisburg, PA
- sales consultant work from home Harrisburg, PA
- professional sales representative Harrisburg, PA
- hvac sales representative Harrisburg, PA
- product sales representative Harrisburg, PA
- sales executive Harrisburg, PA
- industrial sales representative Harrisburg, PA
- sales enablement specialist Harrisburg, PA
- independent sales representative Harrisburg, PA
- online sales specialist Harrisburg, PA






