Field Sales Executive, Cloud Software Solution Sales

Wolters Kluwer

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

Posted 10/5/2026full-timeRemote • United StatesMid-LevelSenior💰 $71,300 - $124,475 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 utilizing CRM tools like Salesforce to manage accounts and sales pipelines effectively.

Highest-signal resume keywords

B2B Sales ExperienceSaaS Business Application SalesSalesforce CRM ProficiencyConsultative Sales ApproachFormalized Sales Training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Plan DevelopmentSales Quota AchievementProspect List DevelopmentIn-Person PresentationsSales Forecasting

Soft Skills

Excellent Facilitation SkillsAbility to Work IndependentlyCollaboration with Colleagues

Tools & Technologies

Salesforce.comSalesLogix

Certifications & Qualifications

Challenger Sales TrainingMiller Heiman Training

Industry Keywords

Tax & Accounting ProductsMarket Share ImprovementClient Needs AssessmentSales Pipeline ManagementTrade Shows Participation

Tech Stack

Tools & technologies

CloudSFDC

About the role

Key responsibilities & impact

Learn the full line of Wolters Kluwer Tax & Accounting products, including features, benefits, pricing, intended use, value proposition, and competitive position
Learn and implement the prescribed sales process and meet sales quotas
Manage assigned CPA firm accounts and maintain a healthy sales pipeline
Organize customers by segment and opportunity; research decision-makers and influencers
Build calling lists, make calls, and maintain information in Salesforce CRM
Develop new accounts and customers through prospecting and introductory calls
Establish 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 understanding client needs 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 target-account opportunities and engaging management and executives
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, mid-year 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
Minimum 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 to explain products and services and their correlation to clients' needs
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
Up to 30% annual travel for client visits and company/industry events and trade shows

Benefits

Comp & perks

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