Sales Representative (Financial Services Software/Compliance) – Remote USA R0051196

Wolters Kluwer; Tallahassee (FL); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading provider of financial compliance solutions is seeking a Sales Representative for remote work. Responsibilities include driving growth in small and mid-sized financial services clients, managing customer relationships, and achieving sales quotas. Ideal candidates have 3-5 years of B2B sales experience, knowledge of the financial services industry, and are self-motivated. This role offers growth opportunities and an engaging team environment.

Benefits

Medical, Dental, & Vision Plans

401(k)

Paid Parental Leave

Qualifications

• 3-5 years of direct B2B sales experience with a proven track record.
• Experience in selling to the Financial Services industry.
• Ability to travel up to 30%.

Responsibilities

• Drive growth within SMB customers in financial services.
• Manage customer relationships and meet sales quotas.
• Collaborate with Solution Consultants for in-depth product knowledge.

Skills

B2B sales experience

Salesforce.com proficiency

Extensive Financial Services knowledge

Self-motivated and proactive

Education

Bachelor's degree or equivalent experience

Job description

Overview

Sales Representative (Financial Services Software/Compliance) – Remote USA R0051196 | FCC | CS - Wolters Kluwer Financial Services, Inc.

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

Wolters Kluwer: The world is a big place, find your place here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)

What We Offer:

The Sales Representative (Financial Services Software/Compliance) REMOTE role offers growth potential opportunities, professional development, an engaging team environment, the ability to work a remote schedule, and amazing benefits.

What You\'ll Be Doing

As a Sales Representative (Financial Services Software/Compliance) – Mid Market, you will be a quota-carrying team member responsible for driving growth within small and mid-sized (SMB) customers across the financial services and specialty lending industries. In this role, you will partner directly with customers to understand their needs, identify the right CS solutions, effectively communicate our value proposition, and manage all deal activities—including pricing, quoting, and contracting. You will also collaborate with Solution Consultants to bring deeper product expertise into customer conversations.

You will own a defined book of business and be accountable for meeting or exceeding your sales quota, following our proven sales methodology, and maintaining strong, long-term customer relationships.

We are looking for a results-oriented sales professional who excels at both expanding existing accounts and strategically identifying new business opportunities to drive sustained growth. In return, we’ll equip you with the tools, resources, and training you need to be successful, including our sales methodology, value framework, and streamlined processes.

At WK, your success is our success—we are committed to supporting you in developing lasting customer relationships and building a thriving book of business.

You're a Great Fit if You Have/Can

• Have the ability to travel (up to 30%). This is a US Based REMOTE ROLE.

• Have 3 - 5 years of direct B2B sales experience with a proven track record of meeting and exceeding sales targets.

• Possess extensive experience in selling into the Financial Services industry, as well as Field Sales experience.

• Possess lending compliance industry experience and have managed customer contacts; built or elevated brand presence in the specialty lending industry (e.g., on boards, relationships with associations)

• Have experience using Salesforce.com as CRM.

• Can seamlessly present sales solution (in person, virtual by phone or video)

• Are self-motivated, highly proactive and have a perseverant mindset.

• Have a bachelor’s degree or equivalent job-related experience.

• Account Management (general knowledge of customer\'s business, decision makers, and purchasing process)

Key Tasks

• Oversees and manages customer relationships for an assigned book of accounts

• Effectively prioritizes and responds to inbound leads or customer requests for information

• Leverages SFDC data and account insights to identify, pursue, and close opportunities to retain existing business (e.g., renewals), cross-sell or up-sell at existing customers, or create business with new customers

• Maintains a clean and accurate pipeline in CRM as well as provide timely and accurate forecasts.

• Understands and articulates value propositions of CS offerings; collaborate with Solution Consultants and other Subject Matter Experts as needed to source deep technical expertise

• Adheres to defined sales methodology and sales processes including steps to configure, price, quote products and services, draft, negotiate and close contracts

• Delivers against individual quotas

• Builds internal relationships and develop collaborative team with Account Relationship Managers and other members of a Deal Team to effectively serve assigned book of accounts

• Assists Service with escalated customer issues, as needed (e.g., payment, supply issues)

We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

Additional Information

Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html

For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter (https://twitter.com/wolters_kluwer) , Facebook (https://www.facebook.com/wolterskluwer) , and LinkedIn (https://www.linkedin.com/company/2483?trk=tyah&trkInfo=tarId%3A1415118411059%2Ctas%3Awolters%20kluwer%2Cidx%3A2-1-6)

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.

#LI-Remote

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.