Wolters Kluwer Logo

Wolters Kluwer

Field Sales Executive, Cloud Software Solution Sales *Remote*

Posted 6 Days Ago
Be an Early Applicant
In-Office or Remote
3 Locations
96K-134K Annually
Senior level
In-Office or Remote
3 Locations
96K-134K Annually
Senior level
The Field Sales Executive will drive sales growth for Wolters Kluwer's Tax & Accounting products, manage accounts, implement sales processes, and develop business plans while engaging with clients and colleagues.
The summary above was generated by AI

***You may work from a remote home office location anywhere in or near Upstate NY, PA or OH***

The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity and speed. These needs place a premium on access to active intelligence, agile systems and integrated workflow solutions -- in short "Best in Process" solutions. This is precisely the value that Wolters Kluwer, Tax & Accounting US delivers to professionals.

As a Field Sales Executive for Wolters Kluwer Tax & Accounting, you will have primary responsibility for driving profitable sales growth within an assigned established account base of CPA firms. You will report to the Divisional Manager, Field Sales.  Specific job responsibilities are outlined below:

YOU WILL

  • Learn full line of Tax & Accounting products including; features, benefits, pricing, intended use, value proposition and competitive position to serve clients by attending and engaging in training program for new hires; complete all self-study reading, exercises, and activities in the prescribed timeline.
  • Learn and implement the sales process for Tax & Accounting products and services by staying informed of the prescribed sales process and meets sales quotas.
  • Manage assigned account list that supports a healthy sales pipeline by reviewing target list provided; organize customers by segment and opportunity (e.g., size, type of firm); research contact information for decision-makers and influencers; build daily and weekly calling lists, making corresponding calls; and maintain information within Salesforce CRM following timing and content standards.
  • Promote new account/customer development to meet ongoing sales goals and conduct prospecting/introductory calls to establish full calendar of in-person/virtual meetings; participate in industry meetings, trade shows and sales meetings; and conduct group presentations to create interest in products and services.
  • Grow existing customer business to meet ongoing sales goals by contacting or meeting with clients to stay informed of their needs, and convey the value provided by existing WK solutions.
  • Contribute to new product development and issue resolution that meets customer needs by identifying gaps/issues where current products do not meet client requirements; work with Product Managers to translate unmet client requirements into functional specifications; manage client expectations on the timing, delivery and scope of product enhancements.
  • Improve TAA market share within the territory by identifying opportunities in target accounts using competitive products and engaging our client accounts at the management and executive level to identify business issues.
  • Manage time and resources to accomplish sales goals by planning for and scheduling all required sales activity and grouping activities logically (e.g., in-person meetings in the same locale on the same or consecutive days)
  • Collaborate with colleagues to exchange information such as selling strategies and marketing information.
  • Work with other sales personnel and Division Sales Manager to address account/channel conflicts.
  • Develop an Annual Business Plan based on accurate pipeline predictions, mid-year business update, weekly reports and quarterly forecasts. Participate in weekly communication with Divisional Sales Manager

YOU HAVE

Education:

Bachelor's degree in Business, Accounting, Marketing, or related field; OR, if no degree, 6+ years of software/SaaS field sales experience.

Minimum Experience:

5 or more years of B2B sales experience, including:

  • Sales experience with on-premise/cloud software, SaaS business application or content information
  • Developing and qualifying prospect lists
  • Track record meeting/exceeding quotas and sales goals
  • Developing and implementing business plans and forecasts
  • Converting contacts gained through networking into legitimate business opportunities
  • Making in-person presentations to prospective clients to explain products and services and their correlation with our client's needs
  • Proficiency with CRM tools (i.e. Salesforce.com; SalesLogix)

Other Knowledge, Skills, Abilities and Certifications:

  • Demonstrated proficiency with a consultative sales approach
  • Work with a minimum amount of oversight
  • Work within a matrixed organization with multiple sales channels
  • Prior President's/Club Achiever and multiple sales performance awards
  • Formalized sales training (e.g. Challenger Sales, Miller Heiman)
  • Work flexible schedule
  • Excellent facilitation skills--work toward collaboration but not necessarily agreement

TRAVEL

  • Up to 30% annually for client visits and company/industry events and trade shows

#LI-Remote

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750

Top Skills

Salesforce CRM

Similar Jobs

An Hour Ago
Easy Apply
Remote
USA
Easy Apply
60K-84K
Senior level
60K-84K
Senior level
Big Data • Healthtech • HR Tech • Machine Learning • Software • Telehealth • Big Data Analytics
The Account Manager oversees mid-market clients, manages relationships, tracks client success, and ensures satisfaction with Garner's services.
Top Skills: SaaS
An Hour Ago
Remote
Hybrid
United States
Mid level
Mid level
Fintech • App development
The Sales Director will generate leads, build client relationships, and drive sales in the insurance sector with a focus on P&C solutions.
Top Skills: Crm SoftwareSales Tools
2 Hours Ago
Remote
United States
Junior
Junior
Information Technology • Sales • Security • Cybersecurity • Automation
The SDR Operations Specialist will support the Global SDR team's daily operations, assist with sales tools, manage data collection, and help implement AI features.
Top Skills: Ai ToolsCRMOutreachSalesforceSalesloft

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account