Senior Field Sales Manager, SaaS

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

📋 Description

• Drive sales growth that is profitable in designated accounting firms or corporations within a specific geographic area.

• Cultivate in-depth knowledge of Research & Advisory and Tax & Accounting products, focusing on features, benefits, pricing, value propositions, and competitive positioning.

• Utilize the established sales methodology to align products and services with customer needs and business objectives.

• Develop and sustain a robust sales pipeline by prioritizing accounts, researching decision-makers, and maintaining accurate records in Salesforce.com.

• Engage in proactive prospecting, arrange in-person meetings, attend industry events, deliver group presentations, and finalize deals.

• Retain and grow existing business through consistent client engagement, upselling, and cross-selling efforts.

• Evaluate customer requirements and provide customized consultative solutions.

• Identify product deficiencies, collaborate with product teams, translate client feedback into actionable specifications, and manage enhancement expectations effectively.

• Target competitive accounts to expand market share.

• Organize and schedule sales activities to optimize productivity and ensure comprehensive territory coverage.

• Share market insights with colleagues and collaborate with sales leadership to address account conflicts.

• Develop and maintain an Annual Business Plan that includes pipeline forecasts, mid-year updates, weekly reports, and quarterly projections.

• Travel up to 10% of the time for client visits and team meetings, with minimal overnight travel.

⛳️ Requirements

• Bachelor’s degree or equivalent relevant experience.

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

• Proven track record in developing and qualifying prospect lists.

• Demonstrated success in achieving or surpassing sales quotas and performance objectives.

• Experience in creating and implementing business plans along with accurate forecasting.

• Proficiency in a consultative sales approach to discover customer needs and deliver customized solutions.

• Ability to convert networking contacts into viable business opportunities.

• Experience in delivering effective product presentations both virtually and occasionally in person.

• Preferred: proven success in an inside or virtual sales role.

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

• Preferred: recognition for top performance, such as President’s Club or Chairman’s Club.

• Preferred: experience working within multi-divisional organizations and various sales channels.

• Preferred: prior sales experience in the Tax & Accounting industry.

• Preferred: knowledge of Tax and/or Accounting concepts and terminology.

• Ability to work autonomously with minimal supervision.

• Formal sales training, such as Challenger Sales or similar methodologies.

• Advanced written and verbal communication abilities.

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

• Ability to thrive in a fast-paced, collaborative, and matrixed environment.

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

• Flexibility to work extended hours as needed.

• Excellent facilitation and influencing skills.

• Up to 10% travel within the territory for client visits and team meetings.

• Minimal overnight travel, 1–2 times per quarter.

🏝️ Benefits

• Commission eligibility.

• Medical, Dental, & Vision Plans.

• 401(k).

• FSA/HSA.

• Commuter Benefits.

• Tuition Assistance Plan.

• Vacation and Sick Time.

• Paid Parental Leave.

• Global Together we thrive well-being program with tools, programs, and resources for physical, mental, social, and financial well-being.