Hybrid Field Sales Exec – Tax & Accounting SaaS

Wolters Kluwer; Draper (UT); Hybrid; USD 71,000 - 125,000; Full time

Benefits offered by this job

Medical plans

Dental plans

Vision plans

401(k)

Tuition assistance

Job summary

Wolters Kluwer Research & Advisory, US (CCHGroup.com) seeks a Field Sales Executive, Floater to cover multiple territories and drive profitable sales growth. This hybrid role requires weekly attendance at a designated Wolters Kluwer office and offers commission eligibility.

You will master product knowledge, manage accounts, and execute a consultative sales process to exceed quotas while collaborating across teams in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent relevant experience.
• 3+ years’ WK internal sales experience with Tax content/SaaS or software products.
• Proven ability to develop prospect lists and meet sales quotas.
• Experience presenting to clients both virtually and in person.
• Familiarity with CRM systems (Salesforce).

Responsibilities

• Develop deep product knowledge across Research & Advisory and Tax & Accounting products.
• Apply structured sales methodology to position products and services.
• Maintain pipeline and update CRM records.
• Meet sales goals through prospecting and meetings.
• Engage with current clients to expand business.
• Build relationships and deliver tailored solutions.
• Identify gaps and relay feedback to product teams.
• Create Annual Business Plan with forecasts and reports.
• Coordinate across teams to resolve account conflicts.

Skills

Sales experience

Prospect lists

Forecasting

Consultative selling

Presentations

CRM experience

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Job description

Wolters Kluwer Research & Advisory, US (CCHGroup.com) seeks a Field Sales Executive, Floater to cover multiple territories and drive profitable sales growth. This hybrid role requires weekly attendance at a designated Wolters Kluwer office and offers commission eligibility.

You will master product knowledge, manage accounts, and execute a consultative sales process to exceed quotas while collaborating across teams in a fast-paced environment.