Remote Field Sales Exec - Cloud SaaS for Retirement Plans

African American Talent; Raleigh, Northern (NC, KY); Hybrid; USD 57,000 - 98,000; Full time

Benefits offered by this job

Commission

Job summary

Wolters Kluwer is seeking an Account Executive to drive sales of ftwilliam.com software across a defined western U.S. territory. You will prospect new business, build relationships with major accounts, and collaborate with an Account Manager to ensure renewals and upsell opportunities.

The role requires 3+ years of over-quota sales experience, strong presentation and communication skills, and proficiency with Salesforce.com and Microsoft Office. Travel up to 20% may be required.

Qualifications

• 3+ years of over-quota sales experience.
• Knowledge of and experience in the Retirement industry strongly preferred.
• Excellent organization, planning and presentation skills.
• Strong time management skills.
• Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) and Salesforce.com.
• Demonstrated experience conveying value proposition to clients.
• Excellent communication skills including successfully communicating with technical and non-technical audiences.
• Experience utilizing Customer Relationship Management software.
• Excellent interpersonal skills, working with wide range of people at all levels.

Responsibilities

• Sell ftwilliam.com cloud based software products and services in a defined territory.
• Prospect and develop new business in both existing accounts as well as new accounts.
• Develop relationships with major players in each of your large metro markets.
• Attend in-person customer/prospect meetings in defined territory.
• Develop a strong understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow.
• Partner closely with an assigned Account Manager to ensure customer retention/success and work together on new sales opportunities.
• Maintain and update information in Salesforce.com including activities, demos, and pipeline management.
• Utilize sales tech stack including Outreach.io, Chorus.ai, ZoomInfo, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow.
• Attend National and Local ASPPA and NIPA tradeshows to provide booth coverage and learn/exercise trade show processes.
• Submit timely reports as requested by the Sales Manager and/or Executive Management.
• Contribute & exchange ideas and best practices to other members of the sales team.
• Fast and thorough follow-up on inquiries from customers and prospects by phone, email, text message or applicable tech stack application.
• Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a subscription.
• Support team, Business Unit, and corporate goals and objectives.
• Perform various ad hoc duties as requested by Sales Manager.

Skills

Sales experience

Communication

Time management

Organization

Relationship building

Presentation skills

Prospecting

Education

College Degree or equivalent experience

Tools

Salesforce.com

Outreach.io

Chorus.ai

ZoomInfo

LinkedIn Sales Navigator

Microsoft Office

Job description

Wolters Kluwer is seeking an Account Executive to drive sales of ftwilliam.com software across a defined western U.S. territory. You will prospect new business, build relationships with major accounts, and collaborate with an Account Manager to ensure renewals and upsell opportunities.

The role requires 3+ years of over-quota sales experience, strong presentation and communication skills, and proficiency with Salesforce.com and Microsoft Office. Travel up to 20% may be required.