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 10/1/2026full-timeCoppell • Texas • United StatesMid-LevelSenior💰 $71,300 - $124,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in B2B field 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 and implementing consultative sales strategies to drive customer engagement and market share growth.

Highest-signal resume keywords

B2B Field Sales ExperienceSaaS Business ApplicationsSalesforce CRM ProficiencyConsultative Sales ApproachFormalized Sales Training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Quota AchievementBusiness Plan DevelopmentProspect List QualificationIn-Person PresentationsSales Forecasting

Soft Skills

Excellent Facilitation SkillsAbility to Work IndependentlyCollaboration in Matrixed Organization

Tools & Technologies

Salesforce.comSalesLogix

Certifications & Qualifications

Challenger Sales TrainingMiller Heiman Training

Industry Keywords

Tax & Accounting ProductsClient Needs AssessmentMarket Share ImprovementAccount ManagementSales Process Implementation

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 lists and maintain Salesforce CRM information
Organize customers by segment and opportunity and research decision-makers and influencers
Build calling lists and conduct prospecting and introductory calls
Promote new account/customer development through meetings, industry events, trade shows, sales meetings, and group presentations
Grow existing customer business by understanding client needs and conveying the value of Wolters Kluwer solutions
Identify product gaps and issues, collaborate with Product Managers on functional specifications, and manage client expectations
Improve market share by identifying opportunities 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, mid-year 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 field/outside sales experience
Sales experience with on-premise/cloud software, SaaS business applications 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
Up to 30% annual travel for client visits and company/industry events and trade shows

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