Senior Field Sales Manager, SaaS

Wolters Kluwer

. Develop deep expertise in the full line of Research & Advisory and Tax & Accounting products, including features, benefits, pricing, value propositions, and competitive positioning .

Posted 11/3/2026full-timeRemote • United StatesSenior💰 $57,400 - $98,350 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in B2B sales, particularly within the Tax & Accounting industry, utilizing a consultative sales approach to identify client needs and deliver tailored solutions. Proven ability to develop business plans, manage accounts, and exceed sales quotas while maintaining strong customer relationships.

Highest-signal resume keywords

B2B Sales ExperienceConsultative Sales ApproachSalesforce.com CRM ProficiencyTax & Accounting Industry KnowledgeFormal Sales Training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Quota AchievementBusiness Plan CreationPipeline ForecastingProduct Presentation SkillsProspect List Development

Soft Skills

Advanced Communication SkillsAttention to DetailCollaboration SkillsInfluencing SkillsProfessionalism

Tools & Technologies

Salesforce.com

Industry Keywords

Tax & AccountingB2B SalesSaaS Business ApplicationsInformation ServicesNetworking

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Develop deep expertise in the full line of Research & Advisory and Tax & Accounting products, including features, benefits, pricing, value propositions, and competitive positioning
Apply the prescribed sales methodology to position products and services according to customer needs and business goals
Organize and prioritize accounts, research decision-makers, and maintain timely, accurate Salesforce.com CRM records
Prospect proactively, schedule in-person meetings, attend industry events, and deliver group presentations to generate interest and close deals
Engage current clients to understand evolving needs and identify upselling and cross-selling opportunities
Build customer relationships and deliver tailored consultative solutions
Identify product gaps, collaborate with product teams, translate client feedback into specifications, and manage expectations around enhancements
Target competitive accounts and engage stakeholders to increase market share
Plan and schedule sales activities efficiently to maximize productivity and coverage
Share insights, strategies, and market intelligence with colleagues and collaborate with sales leadership to resolve account conflicts
Create and maintain an Annual Business Plan with pipeline forecasts, mid-year updates, weekly reports, and quarterly projections
Drive profitable sales growth in assigned accounting firms or corporations within a geographic territory and meet or exceed sales goals
Report to the Divisional Sales Manager, Research & Advisory – Tax & Accounting North America

Requirements

What you’ll need

Bachelor’s degree or equivalent relevant experience
3+ years of B2B sales experience, including formal sales training or internal WK sales experience
Demonstrated success developing and qualifying prospect lists
Consistently meeting or exceeding sales quotas and performance goals
Creating and executing business plans and accurate forecasts
Applying a consultative sales approach to uncover customer needs and deliver tailored solutions
Turning networking contacts into viable business opportunities
Delivering effective product presentations, both virtually and occasionally in person, aligned with client needs
Proven success in an inside or virtual sales role (preferred)
5+ years of B2B sales or account management experience, ideally with on-premise software, SaaS business applications, or information services (preferred)
Recognition for top performance, such as President’s Club, Chairman’s Club, or other sales achievement awards (preferred)
Experience navigating multi-divisional organizations and working across various sales channels (preferred)
Prior sales experience in the Tax & Accounting industry (preferred)
Familiarity with Tax and/or Accounting concepts and terminology (preferred)
Ability to work independently with minimal supervision
Formal sales training, e.g. Challenger Sales or similar methodologies
Advanced written and verbal communication skills
Strong attention to detail and ability to manage multiple high-priority tasks
Comfort operating in a fast-paced, collaborative, and matrixed environment
High level of professionalism, strong work ethic, and commitment to excellence
Flexibility to work extended hours when needed
Excellent facilitation and influencing skills—able to drive collaboration without requiring consensus
Ability to work from a remote home office anywhere in the Eastern or Central Time Zones
Up to 10% travel in territory for client visits and team meetings; minimal overnight travel (1–2 times per quarter)

Benefits

Comp & perks

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