Field Sales Executive

Wolters Kluwer

. Sell ftwilliam.com cloud based software products and services in a defined territory made up of a specific geography of states in the U.S.

Posted 10/10/2026full-timeRemote • Colorado • United StatesMid-LevelSenior💰 $57,400 - $98,350 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in selling cloud-based software solutions within the retirement industry, leveraging strong relationship-building and communication skills to drive customer success and retention. Proficient in utilizing sales technologies and CRM tools to manage sales activities and pipeline effectively.

Highest-signal resume keywords

Over-Quota Sales ExperienceRetirement Industry KnowledgeSalesforce.com ProficiencyCustomer Relationship Management Software ExperienceExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales StrategyPipeline ManagementValue Proposition DevelopmentPresentation SkillsTime Management

Soft Skills

Excellent OrganizationInterpersonal SkillsPlanning Skills

Tools & Technologies

Salesforce.comOutreach.ioChorus.aiZoomInfoLinkedIn Sales Navigator

Industry Keywords

Retirement Plan AdministrationCloud-Based SolutionsSaaSAccount ManagementTrade Show Execution

Tech Stack

Tools & technologies

CloudSFDC

About the role

Key responsibilities & impact

Sell ftwilliam.com cloud based software products and services in a defined territory made up of a specific geography of states in the U.S.
Prospect and develop new business in existing and new accounts
Develop relationships with major players in large metro markets
Attend in-person customer/prospect meetings in the defined territory as needed
Develop understanding of the retirement plan administration market, customers, and daily workflows
Partner with an assigned Account Manager on customer retention/success and new sales opportunities
Maintain Salesforce.com activities, demos, and pipeline management
Utilize Outreach.io, Chorus.ai, ZoomInfo, LinkedIn/LinkedIn Sales Navigator, and other sales technology
Attend National and Local ASPPA and NIPA tradeshows as needed and execute trade show processes
Submit timely reports to the Sales Manager and/or Executive Management
Exchange ideas and best practices with sales team members
Follow up with customer and prospect inquiries by phone, email, text message, or applicable technology
Work with Account Management, Customer Service, and Billing to resolve billing/service issues affecting subscription renewal
Support team, Business Unit, and corporate goals and objectives
Perform ad hoc duties requested by the Sales Manager

Requirements

What you’ll need

College Degree or equivalent experience
3+ years of over-quota sales experience
Knowledge of and experience in the Retirement industry strongly preferred
Excellent organization, planning and presentation skills
Strong time management skills
Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) and Salesforce.com
Demonstrated experience conveying value proposition to clients
Excellent communication skills including successfully communicating with technical and non-technical audiences
Experience utilizing Customer Relationship Management software
Excellent interpersonal skills, working with wide range of people at all levels
Previous experience with SalesForce.com – Preferred
Previous experience with Outreach.io – Preferred
Previous Account Management experience with a cloud based/SaaS solution - Preferred
Some domestic travel required, 20% as conditions allow

Benefits

Comp & perks

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