Field Sales Executive - Tax Reseller Software *Remote*

Lensa; Santa Fe (NM); Remote; USD 95,000 - 134,000; Full time

Job summary

A leading company in tax and accounting software is seeking a Field Sales Executive to manage reseller accounts and drive revenue growth. This remote position involves developing strategic sales plans, negotiating contracts, and maintaining client relationships. Ideal candidates have a Bachelor's degree and extensive B2B sales experience, particularly in the tax preparation industry.

Benefits

Comprehensive benefits package

Medical, Dental, Vision coverage

401(k) and Tuition Assistance

Paid Time Off

Qualifications

• Bachelor's Degree or 6+ years of relevant sales experience.
• 5+ years of B2B field sales or account management experience.
• Knowledge of Tax Preparation Industry.

Responsibilities

• Manage high-value reseller and service bureau accounts.
• Drive revenue growth through securing new contracts.
• Establish long-term relationships with clients.

Skills

Consultative sales approach

Collaboration skills

Influence skills

Detail-oriented

Education

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

Job description

Field Sales Executive - Tax Reseller Software *Remote*

1 day 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 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, exercising independent judgment and discretion to secure mutually beneficial deals. 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. Develop and implement detailed proposals and strategic sales plans targeting key clients in the tax reseller market.
2. Drive revenue growth by securing new logo revenue contracts with tax resellers and service bureaus and expanding existing accounts.
3. Establish and nurture long-term relationships with high-value reseller and service bureau clients, primarily 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 in line with division policies.
6. Collaborate with internal teams to influence decision-making, monitor client satisfaction, and address service needs.
7. Maintain accurate indirect revenue forecasts and analyze client data to adapt sales strategies.
8. Lead strategic discussions during sales meetings with clients and internal teams.
9. Execute lead generation and marketing campaigns, providing feedback on their effectiveness.
10. Stay informed 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

1. Perform other duties as assigned by supervisor.
2. Ensure ongoing compliance with Salesforce pipeline management.
3. Maintain regular communication with sales leadership.

Qualifications

• Bachelor's Degree in Business, Accounting, Marketing, or related field; or 6+ years of relevant sales experience.
• 5+ years of B2B field sales, account management, or partner/channel sales experience.
• Experience developing prospect lists, achieving quotas, and executing business plans.
• Knowledge of the Tax Preparation Industry Service Bureau or Reseller market.

Skills and Abilities

• Proficiency with a consultative sales approach.
• Ability to work independently with minimal oversight.
• Formal sales training (e.g., Challenger Sales, Miller Heiman).
• Detail-oriented with the ability to handle multiple priorities.
• Strong collaboration and influence skills.
• Flexibility to work a varied schedule.

Travel

Up to 60% for in-person 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.

Benefits

Wolters Kluwer offers a comprehensive benefits package including Medical, Dental, Vision, 401(k), FSA/HSA, Tuition Assistance, Paid Time Off, and more. Full details available upon request.

Additional Information

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