Field Sales Executive

Wolters Kluwer; Colorado; Hybrid; USD 80,000 - 100,000; Full time

Job summary

A global leader in professional information services seeks a Senior Sales Representative to drive growth within small and mid-sized customers in the financial services sector. The role involves managing customer relationships and leveraging sales solutions. Ideal candidates will have 3 - 5 years of B2B sales experience and a passion for building lasting customer relationships. This position offers opportunities for remote work and professional development.

Benefits

Professional development

Engaging team environment

Amazing benefits

Qualifications

• 3 - 5 years of direct B2B sales experience with a proven sales record.
• Ability to travel up to 30%.
• Experience in financial services and field sales.

Responsibilities

• Manage customer relationships for an assigned book of accounts.
• Effectively prioritize and respond to inbound leads or requests.
• Deliver against individual quotas and maintain pipeline in CRM.

Skills

B2B sales experience

Salesforce.com proficiency

Financial services industry knowledge

Customer relationship management

Self-motivated

Education

Bachelor's degree or equivalent job-related experience

Job description

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

Who We Are : What We Offer :

The Senior Sales Representative role offers growth potential opportunities, professional development, an engaging team environment, the ability to work a remote schedule, and amazing benefits.

What You'll be Doing :

As a Field Sales Executive – Mid Market , you will be a quota-carrying team member responsible for driving growth within small and mid-sized (SMB) customers across the financial services and specialty lending industries. In this role, you will partner directly with customers to understand their needs, identify the right CS solutions, effectively communicate our value proposition, and manage all deal activities—including pricing, quoting, and contracting. You will also collaborate with Solution Consultants to bring deeper product expertise into customer conversations.

You will own a defined book of business and be accountable for meeting or exceeding your sales quota, following our proven sales methodology, and maintaining strong, long-term customer relationships.

We are looking for a results-oriented sales professional who excels at both expanding existing accounts and strategically identifying new business opportunities to drive sustained growth. In return, we’ll equip you with the tools, resources, and training you need to be successful, including our sales methodology, value framework, and streamlined processes.

At WK, your success is our success—we are committed to supporting you in developing lasting customer relationships and building a thriving book of business.

Key Tasks :

• Oversees and manages customer relationships for an assigned book of accounts
• Effectively prioritizes and responds to inbound leads or customer requests for information
• Leverages SFDC data and account insights to identify, pursue, and close opportunities to retain existing business (e.g., renewals), cross-sell or up-sell at existing customers, or create business with new customers
• Maintains a clean and accurate pipeline in CRM as well as provide timely and accurate forecasts.
• Understands and articulates value propositions of CS offerings; collaborate with Solution Consultants and other Subject Matter Experts as needed to source deep technical expertise
• Adheres to defined sales methodology and sales processes including steps to configure, price, quote products and services, draft, negotiate and close contracts
• Delivers against individual quotas
• Builds internal relationships and develop collaborative team with Account Relationship Managers and other members of a Deal Team to effectively serve assigned book of accounts
• Assists Service with escalated customer issues, as needed (e.g., payment, supply issues)

You're a Great Fit if You Have / Can :

Have 3 - 5 years of direct B2B sales experience with a proven track record of meeting and exceeding sales targets.

Possess extensive experience in selling into the Financial Services industry, as well as Feild Sales experience.

Possess lending compliance industry experience and have managed customer contacts; built or elevated brand presence in the specialty lending industry (e.g., on boards, relationships with associations)

Have experience using Salesforce.com as CRM.

Have the ability to travel (up to 30%).

Can seamlessly present sales solution (in person, virtual by phone or video)

Are self-motivated, highly proactive and have a perseverant mindset.

Have a bachelor’s degree or equivalent job-related experience.

Account Management (general knowledge of customer's business, decision makers, and purchasing process)

We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference