Senior Field Sales Manager, SaaS *Remote*

Wolters Kluwer; Helena (MT); Remote; USD 57,000 - 98,000; Full time

Job summary

Wolters Kluwer Research & Advisory, US (CCHGroup.com), seeks a Senior Field Sales Manager to drive profitable growth in assigned accounting firms or corporations within a national territory. You will report to the Divisional Sales Manager, Research & Advisory – Tax & Accounting North America, and develop deep product knowledge.

The role requires executing a consultative sales process, managing a healthy pipeline in CRM, prospecting, presenting solutions virtually or in person, and expanding

Qualifications

• 3+ years of B2B sales experience.
• Proven success in developing and qualifying prospect lists.
• Consistently meeting or exceeding sales quotas and performance goals.
• Creating and executing business plans and accurate forecasts.
• Applying a consultative sales approach to uncover customer needs.
• Turning networking contacts into viable business opportunities.
• Delivering effective product presentations, both virtually and occasionally in person.

Responsibilities

• Master Product Knowledge and position Research & Advisory and Tax & Accounting products.
• Execute the Sales Process using the prescribed methodology.
• Manage and Grow Accounts; maintain CRM records with timely information.
• Drive New Business Development through prospecting, meetings, events, and presentations.
• Retain and Expand Existing Business by engaging with clients and upselling opportunities.
• Apply a Consultative Sales Strategy to tailor solutions to client needs.
• Support Product Development by translating client feedback into requirements.
• Increase Market Share by targeting competitive accounts and stakeholders.
• Optimize Time and Resources by scheduling efficiently and maximizing coverage.
• Collaborate Across Teams to share insights and resolve conflicts.
• Develop Strategic Plans with annual business plans and pipeline forecasts.

Skills

B2B sales

Prospect lists

Sales quotas

Business plans

Forecasting

Consultative selling

Networking

Product presentations

Account management

Education

Bachelor's degree or equivalent relevant experience

Job description

_You may work from a remote home office location anywhere in the Eastern or Central Time Zones_**

Research & Advisory, US (CCHGroup.com) is part of Wolters Kluwer Tax & Accounting, one of the world's leading providers of tax, accounting and audit information, solutions and services to accounting firms, corporate tax and auditing departments, federal and state government agencies, universities and libraries. Today, the tax and accounting profession is changing and the regulatory landscape is becoming increasingly complex, making it harder to ensure accuracy and effectiveness for clients. As the pace of that change accelerates, Wolters Kluwer continues to be at the forefront of advancement to ensure that tax and accounting professionals have real-time access to answers to complex questions about tax legislation, case law, tax rates and tax rules.

Our key solutions include the CCH® AnswerConnect research platform that helps streamline workflows, improve accuracy and efficiency, and give users unprecedented access to world-class content; CCH® Account Research Manager® , which provides tax and accounting professionals with all essential guidance they need to stay in compliance with GAAP, GAAS, and SEC rules and regulations; as well as CCH® CPELink , a convenient online self-study resource for tax and accounting professionals to complete their continuing professional education (CPE) requirements.

As a Senior Field Sales Manager for Wolters Kluwer Research & Advisory, you will have primary responsibility for driving profitable sales growth in assigned accounting firms or corporations within a geographic territory that meets or exceeds sales goals. You will report to the Divisional Sales Manager, Research & Advisory - Tax & Accounting North America. Specific responsibilities and requirements are as follows:

What you’ll be doing:

• Master Product Knowledge Develop deep expertise in the full line of Research & Advisory and Tax & Accounting products, including features, benefits, pricing, value propositions, and competitive positioning through structured training and self-guided learning.

• Execute the Sales Process Apply the prescribed sales methodology to effectively position products and services, ensuring alignment with customer needs and business goals.

• Manage and Grow Accounts Maintain a healthy sales pipeline by organizing and prioritizing accounts, researching decision-makers, and updating CRM records (Salesforce.com) with timely and accurate information.

• Drive New Business Development Meet sales goals through proactive prospecting, scheduling in-person meetings, attending industry events, and delivering compelling group presentations to generate interest and close deals.

• Retain and Expand Existing Business Engage regularly with current clients to understand evolving needs, reinforce the value of existing solutions, and identify opportunities for upselling or cross-selling.

• Apply a Consultative Sales Strategy Build strong relationships and deliver tailored solutions by thoroughly assessing customer needs, fostering long-term satisfaction, loyalty, and growth.

• Support Product Development and Issue Resolution Identify gaps in current offerings, collaborate with product teams to translate client feedback into actionable specifications, and manage expectations around enhancements.

• Increase Market Share Target competitive accounts and engage stakeholders at all levels to uncover business challenges and position WK solutions as strategic answers.

• Optimize Time and Resources Plan and schedule sales activities efficiently, grouping meetings and calls to maximize productivity and coverage.

• Collaborate Across Teams Share insights, strategies, and market intelligence with colleagues, and work constructively with sales leadership to resolve account conflicts.

• Develop Strategic Plans Create and maintain an Annual Business Plan supported by accurate pipeline forecasts, mid-year updates, weekly reports, and quarterly projections.

You're a great fit if you have:

Education:

• Bachelor's degree or equivalent relevant experience.

Experience:

• 3+ years of B2B sales experience, including formal sales training or internal WK sales experience.

• Demonstrated success in:

• Developing and qualifying prospect lists.

• Consistently meeting or exceeding sales quotas and performance goals.

• Creating and executing business plans and accurate forecasts.

• Applying a consultative sales approach to uncover customer needs and deliver tailored solutions.

• Turning networking contacts into viable business opportunities.

• Delivering effective product presentations, both virtually and occasionally in person, aligned with client needs.

Preferred Experience

• Proven success in an inside or virtual sales role.

• 5+ years of B2B sales or account management experience, ideally with on-premise software, SaaS business applications, or information services.

• Recognition for top performance, such as President's Club, Chairman's Club, or other sales achievement awards.

• Experience navigating multi-divisional organizations and working across various sales channels.

• Prior sales experience in the Tax & Accounting industry.

• Familiarity with Tax and/or Accounting concepts and terminology.

Other Knowledge, Skills, or Abilities

• Ability to work independently with minimal supervision.

• Formal sales training (e.g., Challenger Sales or similar methodologies).

• Advanced written and verbal communication skills.

• Strong attention to detail and ability to manage multiple high-priority tasks.

• Comfortable operating in a fast-paced, collaborative, and matrixed environment.

• High level of professionalism, strong work ethic, and commitment to excellence.

• Flexibility to work extended hours when needed.

• Excellent facilitation and influencing skills—able to drive collaboration without requiring consensus.

Travel Requirements:

• Up to 10% of work time in territory for client visits and team meetings. Minimal overnight travel (1-2X per quarter)

#LI-Remote

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

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

Compensation:

$57,400.00 - $98,350.00 USD

This role is eligible for Commission.

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information :

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: 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 upon request.

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.