Hybrid Field Sales Exec — Tax & Accounting SaaS

Wolters Kluwer - Financial Services Solutions

Coppell (TX)

Hybrid

USD 71,000 - 124,000

Full time

10 days ago

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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 Coppell, TX is seeking a Field Sales Executive, Floater to drive profitable sales growth and support an established CPA firm account base. The role reports to the Divisional Manager, Field Sales.

Learn the full Tax & Accounting product line, manage accounts in Salesforce CRM, and grow existing customer business while meeting quotas. This hybrid position requires traveling up to 30% annually and offers comprehensive benefits.

Qualifications

Bachelor’s degree or 6+ years of software/SaaS field sales experience.
Minimum 5+ years of B2B field/outside sales experience including SaaS.
Proven track record of meeting/exceeding quotas and sales goals.
Experience developing and implementing business plans and forecasts.
Strong proficiency with CRM tools and in-person client presentations.

Responsibilities

Learn full Tax & Accounting product line, benefits, pricing and value proposition to serve clients.
Manage assigned accounts and maintain a healthy sales pipeline with Salesforce CRM.
Grow existing customer business and communicate the value of WK solutions.
Conduct prospecting/introductory calls and schedule in-person/virtual meetings.
Travel up to 30% annually for client visits and industry events.