Field Sales Executive, Cloud Software Solution Sales *Remote*

Lensa; City of Albany (NY); Remote; USD 95,000 - 134,000; Full time

Job summary

An established industry player is seeking a dynamic Field Sales Executive to drive sales growth within CPA firms. This role offers the opportunity to work remotely while engaging with clients and promoting innovative tax and accounting solutions. You will leverage your consultative sales skills to manage and expand an established account base, ensuring client satisfaction and contributing to product development. Join a forward-thinking company that values your expertise and offers a competitive salary range, along with opportunities for professional growth and development.

Qualifications

• Bachelor's degree or equivalent experience in software/SaaS sales.
• 5+ years in B2B sales with a proven track record.

Responsibilities

• Drive sales growth within CPA firms and manage account lists.
• Promote new account development and maintain client relationships.

Skills

Consultative Sales

CRM Tools (Salesforce, SalesLogix)

Independent Work

Sales Training

Flexibility

Education

Bachelor's Degree in Business, Accounting, or Marketing

6+ years of relevant software/SaaS sales experience

Tools

Salesforce CRM

SalesLogix

Job description

Field Sales Executive, Cloud Software Solution Sales *Remote*

3 days ago Be among the first 25 applicants

Lensa is the leading career site for job seekers at every stage of their career. Our client, Wolters Kluwer, is seeking professionals. Apply via Lensa today!

• You may work from a remote home office location anywhere in or near NYC, NJ or CT

The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today need greater mobility, simplicity, and speed, alongside accuracy. Access to active intelligence, agile systems, and integrated workflow solutions—"Best in Process" solutions—is essential. Wolters Kluwer, Tax & Accounting US, delivers these solutions to professionals.

Responsibilities

As a Field Sales Executive for Wolters Kluwer Tax & Accounting, you will be responsible for driving profitable sales growth within an established account base of CPA firms. You will report to the Divisional Manager, Field Sales. Your specific responsibilities include:

• Learn the full line of Tax & Accounting products—features, benefits, pricing, use cases, value proposition, and competitive positioning—by attending training programs and completing self-study activities.
• Implement the sales process for Tax & Accounting products, meet sales quotas, and stay informed of updates.
• Manage your assigned account list to support a healthy sales pipeline, including researching contacts, building calling lists, making calls, and maintaining information in Salesforce CRM.
• Promote new account development through prospecting, meetings, industry events, and presentations to generate interest and expand the customer base.
• Grow existing customer business by maintaining contact, understanding client needs, and demonstrating the value of WK solutions.
• Contribute to product development and issue resolution by identifying gaps and working with Product Managers to translate client needs into product enhancements.
• Increase TAA market share by identifying opportunities within target accounts and engaging at management and executive levels.
• Plan and schedule sales activities efficiently, including in-person and virtual meetings.
• Collaborate with colleagues to share strategies and marketing information, and work with sales teams to resolve conflicts.
• Develop an annual business plan, forecast, and report on progress regularly.

Qualifications

Education: Bachelor's degree in Business, Accounting, Marketing, or related field; or 6+ years of relevant software/SaaS sales experience without a degree.

Experience: At least 5 years in B2B sales, with experience in software/SaaS, prospecting, meeting/exceeding sales targets, and using CRM tools like Salesforce.com or SalesLogix.

Skills & Certifications: Proficiency in consultative sales, working independently, within matrix organizations, with a record of sales awards, formal sales training, flexibility, and facilitation skills.

Travel

Up to 30% annually for client visits, events, and trade shows.

Compensation

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

Additional Information

Wolters Kluwer is an Equal Opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: IT Services and IT Consulting

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