Field Sales Executive, Cloud Software Solution Sales

This is a fully remote position, open to applicants in District of Columbia, +4 more states.

📋 Description

• Acquire comprehensive knowledge of the full range of Tax & Accounting products, including their features, benefits, pricing, intended applications, value proposition, and competitive landscape.

• Learn and execute the sales process for Tax & Accounting products and services while achieving sales targets.

• Oversee a designated account list and sustain a robust sales pipeline.

• Research decision-makers and influencers, create calling lists, make calls, and maintain records in Salesforce CRM.

• Foster new account/customer growth through prospecting and introductory outreach.

• Organize schedules for in-person and virtual meetings.

• Engage in industry meetings, trade shows, and sales gatherings.

• Deliver group presentations to generate interest in products and services.

• Expand existing customer accounts by reaching out to clients and communicating the value of current solutions.

• Identify product gaps and challenges, collaborate with Product Managers on functional specifications, and manage client expectations effectively.

• Enhance market share by pinpointing opportunities in target accounts through competitive products.

• Interact with client accounts at management and executive levels to uncover business challenges.

• Strategize and organize sales activities to achieve sales objectives.

• Work together with colleagues on sales strategies and marketing insights.

• Address account/channel conflicts with sales personnel and the Division Sales Manager.

• Create an Annual Business Plan grounded in pipeline forecasts, business updates, reports, and projections.

• Engage in weekly communications with the Divisional Sales Manager.

• Propel profitable sales growth within an established CPA firm account portfolio.

• Report directly to the Divisional Manager, Field Sales.

⛳️ Requirements

• A Bachelor's degree in Business, Accounting, Marketing, or a related field; OR, if no degree, a minimum of 6 years of experience in software/SaaS field sales.

• At least 5 years of experience in B2B sales.

• Sales experience with on-premise/cloud software, SaaS business applications, or content information.

• Proven experience in developing and qualifying prospect lists.

• A record of meeting or exceeding quotas and sales goals.

• Experience in creating and implementing business plans and forecasts.

• Proven ability to transform networking contacts into viable business opportunities.

• Experience in delivering in-person presentations to potential clients.

• Proficiency in using CRM tools (e.g., Salesforce.com; SalesLogix).

• Demonstrated proficiency in a consultative sales methodology.

• Ability to operate with minimal oversight.

• Ability to navigate within a matrixed organization with various sales channels.

• Previous achievements as a President's/Club Achiever and multiple sales performance awards.

• Completion of formal sales training (e.g., Challenger Sales, Miller Heiman).

• Willingness to work a flexible schedule.

• Outstanding facilitation skills.

• Ability to travel up to 30% annually.

• Capability to participate in interviews without the aid of AI tools or external prompts.

• Candidates may be required to attend onsite at a Wolters Kluwer office as part of the recruitment process.

🏝️ Benefits

• Eligibility for commission.

• Medical, Dental, & Vision Plans.

• 401(k) plan.

• FSA/HSA options.

• Commuter Benefits.

• Tuition Assistance Program.

• Vacation and Sick Leave.

• Paid Parental Leave.

• Remote home office work arrangement.