Field Sales Executive, Software Solution Sales - Floater

RXinsider LTD.; Coppell (TX); Hybrid; USD 71,000 - 124,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

401(k)

Job summary

Wolters Kluwer Tax & Accounting US in Coppell, TX is seeking a Field Sales Executive, Floater to drive profitable sales growth within an established CPA firm base. This hybrid role requires weekly office presence in Coppell and offers ongoing training and collaboration with the Divisional Manager, Field Sales.

You will manage accounts, develop pipeline, conduct in-person and virtual meetings, and contribute to product development by translating client needs into specifications.

Qualifications

• 5+ years of B2B field/outside sales experience
• Experience selling on-premise or cloud software
• Proven quota attainment
• CRM proficiency

Responsibilities

• Learn full line of Tax & Accounting products and value proposition
• Manage assigned accounts and maintain Salesforce CRM
• Promote new account development and conduct meetings
• Grow existing customer business to meet sales goals
• Develop annual business plan and forecast reports
• Coordinate with Product Managers on client requirements

Skills

B2B field sales

SaaS software sales

CRM tools

Prospecting & lead gen

Presentations

Quota attainment

Education

Bachelor's degree or equivalent

Tools

Salesforce.com

SalesLogix

Job description

This is a hybrid role requiring working from our Coppell, TX office on a weekly basis ***

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, Floater for Wolters Kluwer Tax & Accounting, you will have primary responsibility for driving profitable sales growth and providing auxiliary support 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 field/outside sales experience, including:

• Sales experience with on-premise/cloud software, SaaS business applications 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

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:

$71,300.00 - $124,475.00 USD

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.