Wolters Kluwer · 2 weeks ago
Field Sales Executive, Cloud Software Solution Sales *Remote*
United States
Full-time
Remote
Mid, Senior Level
$96K/yr - $134K/yr
5+ years expWolters Kluwer is a leader in Tax & Accounting solutions, and they are seeking a Field Sales Executive to drive profitable sales growth within an established account base of CPA firms. The role involves learning product lines, managing accounts, promoting new customer development, and contributing to product development to meet client needs.
BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware
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
Qualification
Required
Bachelor's degree in Business, Accounting, Marketing, or related field; OR, if no degree, 6+ years of software/SaaS field sales experience
5 or more years of B2B sales experience
Sales experience with on-premise/cloud software, SaaS business application or content information
Developing and qualifying prospect lists
Track record meeting/exceeding quotas and sales goals
Developing and implementing business plans and forecasts
Converting contacts gained through networking into legitimate business opportunities
Making in-person presentations to prospective clients to explain products and services and their correlation with our client's needs
Proficiency with CRM tools (i.e. Salesforce.com; SalesLogix)
Demonstrated proficiency with a consultative sales approach
Work with a minimum amount of oversight
Work within a matrixed organization with multiple sales channels
Prior President's/Club Achiever and multiple sales performance awards
Formalized sales training (e.g. Challenger Sales, Miller Heiman)
Work flexible schedule
Excellent facilitation skills--work toward collaboration but not necessarily agreement
Up to 30% annual travel for client visits and company/industry events and trade shows
Company
Wolters Kluwer
Wolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors.
10001+ employees
H1B Sponsorship
Wolters Kluwer has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (94)
2024 (22)
2023 (23)
2022 (10)
2021 (3)
Funding
Current Stage
Public CompanyTotal Funding
$1.78B2025-06-23Post Ipo Debt· $578.76M
2025-03-13Post Ipo Debt· $542.74M
2024-03-11Post Ipo Debt· $655.84M
Leadership Team
Jason Marx
CEO, Wolters Kluwer Tax & Accounting
Nancy McKinstry
CEO
Recent News
2026-01-07
Business Wire
2025-12-18
Company data provided by crunchbase