Hybrid Field Sales Exec: Tax & Accounting Solutions

Wolters Kluwer; Olympia (WA); Hybrid; USD 71,000 - 125,000; Full time

Job summary

Wolters Kluwer Research & Advisory, US (CCHGroup.com), is seeking a Field Sales Executive, Floater, to drive profitable sales growth and provide temporary coverage in assigned accounting firms and corporations across multiple territories. This hybrid role requires weekly attendance at a Wolters Kluwer office.

You will report to the VP, Field Sales – Tax & Accounting, North America, and will rely on deep product knowledge, proactive prospecting, and CRM management to meet or exceed sales goals

Qualifications

• Bachelor’s degree or equivalent relevant experience.
• 3+ years’ of internal WK sales experience with Tax content/SaaS or software products or Tax & Accounting industry sales experience.
• Experience developing prospect lists, meeting sales quotas, creating business plans and forecasts.

Responsibilities

• Master Product Knowledge across Research & Advisory and Tax & Accounting products through training.
• Execute the prescribed sales process and position products to meet customer needs.
• Manage and grow accounts; maintain healthy pipeline and update CRM records.
• Drive new business through proactive prospecting and in-person meetings.
• Retain and expand existing business; upsell or cross-sell where appropriate.
• Collaborate with product teams to translate client feedback into enhancements.

Skills

Prospect list development

Quotas attainment

Forecasting

Consultative selling

In-person presentations

CRM management

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Job description

Wolters Kluwer Research & Advisory, US (CCHGroup.com), is seeking a Field Sales Executive, Floater, to drive profitable sales growth and provide temporary coverage in assigned accounting firms and corporations across multiple territories. This hybrid role requires weekly attendance at a Wolters Kluwer office.

You will report to the VP, Field Sales – Tax & Accounting, North America, and will rely on deep product knowledge, proactive prospecting, and CRM management to meet or exceed sales goals