Field Sales Executive - Tax Reseller Software *Remote*

Lensa; Columbus (OH); Remote; USD 95,000 - 134,000; Full time

Job summary

A leading company is seeking a Field Sales Executive to manage reseller accounts and drive revenue growth. The role involves strategic planning, client engagement, and contract negotiations, primarily in the field. Applicants should have a strong background in B2B sales and the tax preparation industry.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Tuition Assistance

Paid Leave

Qualifications

• 6+ years of relevant sales or client-facing experience.
• 5+ years of B2B field sales experience.

Responsibilities

• Manage high-value reseller and service bureau accounts.
• Drive revenue growth through strategic sales plans.
• Negotiate contracts and maintain client relationships.

Skills

Consultative Sales

Collaboration

Influence Skills

Detail-oriented

Multitasking

Education

Bachelor’s Degree in Business

Bachelor’s Degree in Accounting

Bachelor’s Degree in Marketing

Job description

Field Sales Executive - Tax Reseller Software *Remote*

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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 office location anywhere in the U.S

Wolters Kluwer is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering exceptional value to our clients through cutting-edge technology and unparalleled customer service.

What You’ll Be Doing

As a Field Sales Executive, you will manage high-value reseller and service bureau accounts, utilizing your deep market knowledge and business acumen to drive significant revenue growth through an indirect selling channel. You will work closely with clients to align strategic opportunities and negotiate high-value contracts. This position is primarily outside sales-focused, with the expectation that you’ll work in the field and engage directly with clients. You will report to the Director, Sales – Tax Preparer, North America. Specific responsibilities include:

Key Tasks

1. Recruit, enable, manage, and grow relationships with key accounts in an indirect sales channel, developing strategic sales plans targeting key clients in the tax reseller market.
2. Drive revenue growth by developing sales strategies that exceed targets, securing new logo revenue contracts with tax resellers and service bureaus, and expanding existing accounts.
3. Build and maintain long-term relationships with high-value reseller and service bureau clients, mainly through in-person contact.
4. Identify and pursue new business opportunities within the reseller and service bureau industry.
5. Negotiate contracts, prices, terms, and service-level agreements with reseller and service bureau accounts, following division policies.
6. Coordinate with internal teams to influence decision-making, monitor client satisfaction, and address service needs.
7. Maintain accurate revenue forecasts, review, and analyze complex client data to adapt sales strategies.
8. Lead strategic discussions during sales meetings to align on objectives and strategies.
9. Execute lead generation and marketing campaigns, providing feedback on their effectiveness.
10. Stay updated on industry trends, competitive developments, and emerging opportunities.
11. Maintain accurate records of sales activities, pipeline status, and client interactions in the CRM system.

Other Duties

• Perform other duties as assigned.
• Ensure ongoing Salesforce.com pipeline management.
• Maintain consistent communication with sales leadership.

Candidate Profile

• Bachelor’s Degree in Business, Accounting, Marketing, or related field; or 6+ years of relevant sales or client-facing experience.
• 5+ years of B2B field sales, account/relationship management, or partner/channel sales experience.
• Experience in developing prospect lists, achieving/exceeding quotas, and translating networking contacts into business opportunities.
• Knowledge of the Tax Preparation Industry Service Bureau or Reseller market.

Skills and Certifications

• Proficiency in consultative sales approaches.
• Ability to work independently with minimal oversight.
• Formal sales training (e.g., Challenger Sales, Miller Heiman).
• Detail-oriented with multitasking ability.
• Strong collaboration and influence skills.
• Ability to work a flexible schedule.

Travel

• Up to 60% travel for sales and industry events.

Applicants may be required to appear onsite at a Wolters Kluwer office during recruitment.

Compensation

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

Additional Information

Wolters Kluwer offers competitive benefits including medical, dental, vision, 401(k), FSA/HSA, tuition assistance, paid leave, and more. Full details available upon request.

Wolters Kluwer is an Equal Opportunity Employer, considering all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.