Field Sales Executive, Cloud Software Solution Sales *Remote*

Wolters Kluwer; Saint Paul (MN); Remote; USD 71,000 - 125,000; Full time

Benefits offered by this job

Medical, Dental, & Vision Plans

401(k)

FSA/HSA

Commuter Benefits

Tuition Assistance Plan

Vacation and Sick Time

Paid Parental Leave

Job summary

Wolters Kluwer Tax & Accounting US in Minnesota is seeking a Field Sales Executive to drive profitable sales growth within an established CPA firm account base. You may work from a remote home office location anywhere in MN and report to the Divisional Manager, Field Sales.

You will learn our Tax & Accounting products, manage a healthy sales pipeline, conduct in-person and virtual meetings, and use Salesforce CRM to track activity, build plans, and forecast results. Travel up to 30% is required.

Qualifications

• 5+ years of B2B sales experience with software/SaaS products.
• Experience selling on-premise or cloud software and SaaS business applications.
• Proven ability to develop and qualify prospect lists and meet quotas.
• Strong presentation skills for in-person client meetings.
• Proficiency with CRM tools like Salesforce.com or SalesLogix.

Responsibilities

• Learn full Tax & Accounting product line and value proposition.
• Manage assigned accounts, build a strong sales pipeline, and research decision-makers.
• Schedule and conduct in-person/virtual client meetings and presentations.
• Grow existing business and convey value of WK solutions.
• Collaborate with Product Managers to address client needs and enhancements.

Skills

CRM tools

Prospect lists

Quota attainment

In-person presentations

B2B sales

SaaS sales

Education

Bachelor's degree or 6+ years experience

Tools

Salesforce.com

SalesLogix

Job description

***You may work from a remote home office location anywhere in MN***

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

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 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.

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: $71,300.00 - $124,500.00 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
• Paid Parental Leave

Full details of our benefits are available upon request.