Field Sales Executive, Cloud Software Solution Sales

Wolters Kluwer

. Learn the full line of Tax & Accounting products, including features, benefits, pricing, intended use, value proposition, and competitive position .

Posted 10/12/2026full-timeRemote • United StatesMid-LevelSenior💰 $85,600 - $149,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in B2B sales, particularly in software and SaaS solutions, with a strong ability to develop and implement business plans and forecasts. Proficient in consultative sales approaches and maintaining client relationships to drive profitable sales growth.

Highest-signal resume keywords

B2B Sales ExperienceSalesforce CRM ProficiencyConsultative Sales ApproachBusiness Plan DevelopmentFormalized Sales Training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Quota AchievementProspect List DevelopmentIn-Person PresentationsSales ForecastingAccount Management

Soft Skills

Excellent Facilitation SkillsAbility to Work IndependentlyCollaboration Skills

Tools & Technologies

Salesforce.comSalesLogix

Certifications & Qualifications

Formalized Sales Training

Industry Keywords

Tax & Accounting ProductsSaaS Business ApplicationsCompetitive PositioningMarket Share ImprovementClient Engagement

Tech Stack

Tools & technologies

CloudSFDC

About the role

Key responsibilities & impact

Learn the full line of Tax & Accounting products, including features, benefits, pricing, intended use, value proposition, and competitive position
Learn and implement the sales process for Tax & Accounting products and services while meeting sales quotas
Manage an assigned account list and maintain a healthy sales pipeline
Research decision-makers and influencers, build calling lists, make calls, and maintain Salesforce CRM records
Promote new account/customer development through prospecting and introductory calls
Establish calendars of in-person and virtual meetings
Participate in industry meetings, trade shows, and sales meetings
Conduct group presentations to create interest in products and services
Grow existing customer business by contacting or meeting clients and conveying the value of existing solutions
Identify product gaps and issues, work with Product Managers on functional specifications, and manage client expectations
Improve market share by identifying opportunities in target accounts using competitive products
Engage client accounts at management and executive levels to identify business issues
Plan and schedule sales activities to accomplish sales goals
Collaborate with colleagues on selling strategies and marketing information
Resolve account/channel conflicts with sales personnel and the Division Sales Manager
Develop an Annual Business Plan based on pipeline predictions, business updates, reports, and forecasts
Participate in weekly communication with the Divisional Sales Manager
Drive profitable sales growth within an established CPA firm account base
Report to the Divisional Manager, Field Sales

Requirements

What you’ll need

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
Experience developing and qualifying prospect lists
Track record meeting/exceeding quotas and sales goals
Experience developing and implementing business plans and forecasts
Experience converting contacts gained through networking into legitimate business opportunities
Experience making in-person presentations to prospective clients
Proficiency with CRM tools (i.e. Salesforce.com; SalesLogix)
Demonstrated proficiency with a consultative sales approach
Ability to work with a minimum amount of oversight
Ability to 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)
Ability to work a flexible schedule
Excellent facilitation skills
Ability to travel up to 30% annually
Ability to participate in interviews without AI tools or external prompts
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process

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
Remote home office work arrangement