Field Sales Executive, Cloud Software Solution Sales *Floater* Remote

Wolters Kluwer; Springfield (IL); Remote; USD 71.000 - 125.000; Vollzeit

Zusammenfassung

Wolters Kluwer Tax & Accounting US is seeking a Field Sales Executive to provide temporary coverage for CPA firms across multiple territories. The role supports remote work, reports to the Divisional Manager, Field Sales, and targets profitable sales growth with 30% travel for client visits and events.

Responsibilities include learning the product line, executing the sales process, managing accounts, and developing annual plans.

Qualifikationen

• 5+ years of B2B software/SaaS sales experience.
• Experience selling to CPA firms or professional services.
• Proven track record meeting/exceeding quotas.

Aufgaben

• Learn full line of Tax & Accounting products and complete training program within prescribed timeline.
• Learn and implement the prescribed sales process and meet quotas.
• Manage assigned account list and build calling lists; maintain Salesforce data.
• Promote new account development and conduct meetings to create interest.
• Grow existing customer business by staying informed of client needs.
• Collaborate with Product Managers to translate client requirements into specs.
• Improve TAA market share by targeting accounts and engaging management.
• Plan and schedule all sales activities to meet goals.
• Collaborate with colleagues on selling strategies and exchange market info.
• Address account/channel conflicts with other sales personnel.
• Develop an Annual Business Plan and provide regular updates.

Kenntnisse

B2B sales

SaaS sales

Prospecting

Sales presentations

CRM experience

Ausbildung

Bachelor's degree in Business, Accounting, Marketing, or related field

6+ years of software/SaaS field sales experience

Tools

Salesforce

SalesLogix

Jobbeschreibung

You may work from a remote home office location anywhere in the Central, Pacific or Mountain time zones

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.

Field Sales Executive, Floater

for Wolters Kluwer Tax & Accounting, you will have primary responsibility for driving profitable sales growth and providing temporary coverage in assigned CPA firms within multiple territories that meets or exceeds sales goals. You will report to the Divisional Manager, Field Sales.

Specific job responsibilities are outlined below

• What you'll be doing: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're a great if 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 informationDeveloping and qualifying prospect listsTrack record meeting/exceeding quotas and sales goalsDeveloping and implementing business plans and forecastsConverting contacts gained through networking into legitimate business opportunitiesMaking in-person presentations to prospective clients to explain products and services and their correlation with our client's needsProficiency with CRM tools (i.e. Salesforce.com; SalesLogix)Other Knowledge, Skills, Abilities and Certifications:Demonstrated proficiency with a consultative sales approachWork with a minimum amount of oversightWork within a matrixed organization with multiple sales channelsPrior President's/Club Achiever and multiple sales performance awardsFormalized sales training (e.g. Challenger Sales, Miller Heiman)Work flexible scheduleExcellent 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

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

Compensation:$71,300.00 - $124,500.00 USDThis 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.