Senior Field Sales Manager, SaaS *Remote*

CCH Incorporated; Virginia; Hybrid; USD 57,000 - 98,000; Full time

Benefits offered by this job

Medical, Dental & Vision plans

401(k)

FSA/HSA

Commuter Benefits

Tuition Assistance Program

Vacation & Sick Time

Paid Parental Leave

Job summary

Wolters Kluwer Research & Advisory (CCHGroup.com) in the US is seeking a Senior Field Sales Manager to drive profitable sales growth within a defined U.S. territory.

This role reports to the Divisional Sales Manager and supports a broad suite of tax and accounting solutions. Responsibilities include mastering product knowledge, applying a consultative sales strategy, managing accounts in Salesforce, and developing strategic annual plans.

Qualifications

• Bachelor’s degree or equivalent relevant experience.
• 3+ years of B2B sales experience.
• Proven success in developing prospect lists and meeting or exceeding quotas.
• Experience in inside or virtual sales roles.
• Familiarity with on-premise software, SaaS, or information services.

Responsibilities

• Master Product Knowledge and articulate value propositions across Research & Advisory and Tax & Accounting products.
• Execute the sales process and align with customer goals.
• Manage and grow accounts; maintain a healthy pipeline; update CRM records (Salesforce.com).
• Drive new business development through prospecting, meetings, events, and presentations.
• Retain and expand existing business by understanding evolving client needs and upselling.
• Apply a consultative sales strategy to build relationships and deliver tailored solutions.
• Support product development by translating client feedback into requirements.
• Increase market share by targeting competitive accounts and engaging stakeholders at all levels.
• Plan and schedule activities to maximize productivity; collaborate with teams.

Skills

B2B sales

Sales forecasting

CRM (Salesforce)

Consultative selling

Virtual/inside sales

Education

Bachelor’s degree

Tools

Salesforce.com

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

Compensation

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

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave

Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong.

Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide. Our customers work in industries that impact the lives of millions of people every single day. Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity. We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes. Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains. We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud-based, AI-powered platforms that integrate seamlessly into their workflows and ecosystems. Our solutions are designed to deliver impact when it matters most, especially in high-stakes environments where accuracy and trust are essential. With a nearly 190-year legacy, Wolters Kluwer continues to evolve its portfolio of digital solutions and services to meet the changing needs of professionals worldwide, enabling them to work faster, make smarter decisions, and deliver better outcomes.

For more information about our solutions and organization, visit www.wolterskluwer.com, or follow us on LinkedIn, Instagram and Facebook. Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume. As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work. We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. Our global Together we thrive well-being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well-being. That commitment has been recognized externally through Ragan’s Top Places to Work for Employee Wellbeing: Large Organization in 2024. More recently, Wolters Kluwer was recognized by Forbes as one of America’s Best Large Employers 2026 and America’s Best Employers for Engineers 2026. In 2025, Wolters Kluwer was also recognized by Forbes as one of America’s Best Employers for Women. To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases.

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