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 10/5/2026full-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 business plans, manage client relationships, and exceed sales quotas. Proficient in utilizing CRM tools to track sales activities and enhance customer engagement.

Highest-signal resume keywords

B2B Sales ExperienceSaaS Business Application SalesSalesforce CRM ProficiencyConsultative Sales ApproachAccount Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Quota AchievementBusiness Plan DevelopmentProspect List DevelopmentIn-Person PresentationsSales Forecasting

Soft Skills

Excellent Facilitation SkillsAbility to Work IndependentlyCollaboration Skills

Tools & Technologies

Salesforce.comSalesLogix

Industry Keywords

Tax & Accounting ProductsMarket Share ImprovementClient EngagementTrade ShowsConsultative Selling

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 and meet sales quotas
Manage assigned CPA-firm account list and maintain account information in Salesforce CRM
Build calling lists, conduct prospecting and introductory calls, and schedule in-person or 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 Wolters Kluwer solutions
Identify product gaps and issues, work with Product Managers on functional specifications, and manage client expectations for enhancements
Improve market share by identifying target-account opportunities and engaging management and executive-level contacts
Plan and schedule sales activities to accomplish goals efficiently
Collaborate with colleagues to exchange 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 update, 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 (e.g., 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
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