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 10/27/2026full-timeRemote • United StatesMid-LevelSenior💰 $71,300 - $124,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in B2B sales, particularly in the Tax & Accounting sector, with a strong focus on consultative selling and account management. Proficient in developing business plans, managing sales pipelines, and utilizing CRM tools to drive sales success.

Highest-signal resume keywords

B2B Sales ExperienceConsultative Sales ApproachSalesforce CRM ProficiencyBusiness Plan DevelopmentQuota Achievement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax & Accounting Products KnowledgeSaaS Sales ExperienceProspecting and Qualifying LeadsSales ForecastingIn-Person Presentation Skills

Soft Skills

Excellent Facilitation SkillsAbility to Work IndependentlyCollaboration Skills

Tools & Technologies

Salesforce.comSalesLogix

Industry Keywords

Software SalesCloud SoftwareCompetitive AnalysisMarket Share GrowthClient Relationship Management

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 prescribed sales process for Tax & Accounting products and services
Manage assigned CPA firm accounts and maintain a healthy sales pipeline
Research decision-makers and influencers, build calling lists, make calls, and maintain Salesforce CRM records
Develop new accounts through prospecting, introductory calls, industry meetings, trade shows, sales meetings, and group presentations
Grow existing customer business by understanding client needs and communicating the value of Wolters Kluwer solutions
Identify product gaps and issues, work with Product Managers on functional specifications, and manage client expectations
Improve market share by identifying opportunities in competitive accounts and engaging management and executive-level contacts
Plan and schedule sales activities efficiently
Collaborate with colleagues on selling strategies and marketing information
Resolve account and channel conflicts with sales personnel and the Division Sales Manager
Develop an Annual Business Plan, pipeline predictions, business updates, weekly reports, and quarterly forecasts
Participate in weekly communication with the Divisional Sales Manager

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
Work flexible schedule
Excellent facilitation skills
Ability to travel up to 30% annually for client visits and company/industry events and trade shows
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 location
Flexible schedule