Remote Field Sales Exec - Cloud SaaS for Tax & Accounting

Wolters Kluwer; Sacramento (CA); Remote; USD 71,000 - 125,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

Wolters Kluwer Tax & Accounting US is seeking a Field Sales Executive, Floater, to drive profitable sales growth and provide temporary coverage in assigned CPA firms within multiple territories. You will report to the Divisional Manager, Field Sales, and participate in industry events and client meetings.

Responsibilities include learning the full product line, building pipelines, prospecting new accounts, and guiding customers through the sales process while coordinating with Product Managers

Qualifications

• Bachelor's degree in Business, Accounting, Marketing, or related field, or 6+ years of software/SaaS field sales experience.
• 5+ years of B2B sales experience, including: Sales experience with on-premise/cloud software, SaaS business application or content information
• Proficiency with CRM tools (i.e. Salesforce.com; SalesLogix)

Responsibilities

• Learn full line of Tax & Accounting products including features, benefits, pricing, intended use, value proposition and competitive position to serve clients by attending and engaging in training program for new hires; complete all self-study reading, exercises, and activities in the prescribed timeline.
• Learn and implement the sales process for Tax & Accounting products and services by staying informed of the prescribed sales process and meets sales quotas.
• Manage assigned account list that supports a healthy sales pipeline by reviewing target list provided; organize customers by segment and opportunity (e.g., size, type of firm); research contact information for decision-makers and influencers; build daily and weekly calling lists, making corresponding calls; and maintain information within Salesforce CRM following timing and content standards.
• Promote new account/customer development to meet ongoing sales goals and conduct prospecting/introductory calls to establish full calendar of in-person/virtual meetings; participate in industry meetings, trade shows and sales meetings; and conduct group presentations to create interest in products and services.
• Grow existing customer business to meet ongoing sales goals by contacting or meeting with clients to stay informed of their needs, and convey the value provided by existing WK solutions.
• Contribute to new product development and issue resolution that meets customer needs by identifying gaps/issues where current products do not meet client requirements; work with Product Managers to translate unmet client requirements into functional specifications; manage client expectations on the timing, delivery and scope of product enhancements.
• Improve TAA market share within the territory by identifying opportunities in target accounts using competitive products and engaging our client accounts at the management and executive level to identify business issues.
• Manage time and resources to accomplish sales goals by planning for and scheduling all required sales activity and grouping activities logically (e.g., in-person meetings in the same locale on the same or consecutive days).
• Collaborate with colleagues to exchange information such as selling strategies and marketing information.
• Work with other sales personnel and Division Sales Manager to address account/channel conflicts.
• Develop an Annual Business Plan based on accurate pipeline predictions, mid-year business update, weekly reports and quarterly forecasts. Participate in weekly communication with Divisional Sales Manager.

Skills

B2B sales

Consultative selling

Strategic accounts

Prospecting

Education

Bachelor's degree in Business, Accounting, Marketing, or related field

Tools

Salesforce.com

SalesLogix

Job description

Wolters Kluwer Tax & Accounting US is seeking a Field Sales Executive, Floater, to drive profitable sales growth and provide temporary coverage in assigned CPA firms within multiple territories. You will report to the Divisional Manager, Field Sales, and participate in industry events and client meetings.

Responsibilities include learning the full product line, building pipelines, prospecting new accounts, and guiding customers through the sales process while coordinating with Product Managers