SaaS Field Sales Executive — Cloud Solutions (Hybrid)

Tech Sales Jobs; United States; Hybrid; USD 71,000 - 125,000; Full time

Job summary

Wolters Kluwer Tax & Accounting US is seeking a Field Sales Executive, Floater, to drive profitable sales growth within CPA firm accounts. This hybrid role requires weekly office presence in Coppell, TX, and offers field responsibilities across Tax & Accounting products.

You will report to the Divisional Manager, Field Sales, develop annual business plans, manage CRM activity in Salesforce, and travel up to 30% for client meetings and industry events.

Qualifications

• Bachelor's degree in Business, Accounting, Marketing, or related field; OR, if no degree, 6+ years of software/SaaS field sales experience.
• 5+ years of B2B field/outside sales experience, including: on-premise/cloud software or SaaS
• Proficiency with CRM tools (Salesforce.com; SalesLogix)

Responsibilities

• Learn full line of Tax & Accounting products including features, benefits, pricing and value proposition.
• Learn and implement the sales process for Tax & Accounting products and services.
• Manage assigned account list; research decision-makers; build calling lists; maintain Salesforce CRM.
• Promote new account development and conduct prospecting/introductory calls; participate in industry meetings and meetings.
• Grow existing customer business by staying informed of needs and conveying WK solutions’ value.
• Identify gaps and work with Product Managers to translate requirements into specs; manage expectations.
• Improve TAA market share by identifying opportunities in target accounts and engaging management.
• Plan and schedule all required sales activity; group activities by locale.
• Collaborate with colleagues on selling strategies and marketing information.
• Develop an Annual Business Plan with pipeline predictions and forecasts.
• Travel up to 30% annually for client visits and events.

Skills

Consultative selling

Oversight with minimal supervision

Matrixed organization

Presidents Club achiever

Challenger/Miller Heiman training

Flex schedule

Facilitation

Education

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

6+ years SaaS field sales experience

Tools

Salesforce.com

SalesLogix

Job description

Wolters Kluwer Tax & Accounting US is seeking a Field Sales Executive, Floater, to drive profitable sales growth within CPA firm accounts. This hybrid role requires weekly office presence in Coppell, TX, and offers field responsibilities across Tax & Accounting products.

You will report to the Divisional Manager, Field Sales, develop annual business plans, manage CRM activity in Salesforce, and travel up to 30% for client meetings and industry events.