Hybrid Field Sales Exec: SaaS for CPAs

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

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.