Job Details

Field Sales Executive

You may work from a remote office location anywhere in the U.S. Wolters Kluwer is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering exceptional value to our clients through cutting-edge technology and unparalleled customer service.

What You'll Be Doing:

As a Field Sales Executive, you will manage high-value reseller and service bureau accounts, utilizing your deep market knowledge and business acumen to drive significant revenue growth through an indirect selling channel. You will work closely with clients to align strategic opportunities and negotiate high-value contracts, exercising independent judgment and discretion to secure mutually beneficial deals. This position is primarily outside sales-focused, with the expectation that you'll work in the field and engage directly with clients. You will report to the Director, Sales Tax Preparer, North America. Specific job responsibilities are outlined below:

Key Tasks:

• Recruit, enable, manage, and grow relationships with key accounts in an indirect sales channel: Develop and implement detailed proposals and strategic sales plans targeting key clients in the tax reseller market.
• Drive revenue growth: Develop sales strategies that spearhead growth and exceed sales targets by securing new logo revenue contracts with tax resellers and service bureaus and expanding business with existing accounts.
• Build and sustain long-term relationships: Establish and nurture enduring relationships with high-value reseller and service bureau clients, primarily through in-person contact.
• Identify new business opportunities: Actively pursue new business opportunities within the reseller and service bureau industry, focusing on high-value accounts.
• Negotiate contracts and product/service terms: Exercise discretion and authority to negotiate reseller and service bureau accounts contracts, prices, terms, and service-level agreements in alignment with division policy.
• Coordinate with internal teams: Collaborate with cross-functional teams to influence decision-making processes, proactively monitor client satisfaction, and address service needs.
• Analyze client data: Maintain accurate indirect revenue forecast. Review and analyze complex client data to adapt sales strategies and maximize opportunities.
• Lead strategic discussions: Lead strategic discussions during sales meetings with key clients and internal teams to align on objectives and strategies.
• Drive lead generation campaigns: Execute lead generation and marketing campaigns, providing feedback on their effectiveness and quality.
• Market intelligence: Stay updated on industry trends, competitive developments, and emerging opportunities to ensure positioning of products and services within the tax reseller market.
• Sales reporting: Maintain accurate and up-to-date records of all sales activities, pipeline status, and client interactions in the CRM system.

Other Duties:

• Performs other duties as assigned by supervisor.
• Ongoing and consistent salesforce.com compliance with pipeline management.
• Consistent communication with sales leadership.

You're a Great Fit if You Have/Can:

• Education: Bachelor's Degree in Business, Accounting, Marketing, or related field; OR, if no degree, 6+ years of relevant sales or client-facing experience in a similar role.
• 5 or more years of B2B field sales, account/relationship management or partner/channel sales experience, including:
• Developing and qualifying prospect lists
• Consistently achieving/exceeding quotas and goals
• Developing and executing business plans and forecasts
• Translating contacts gained through extensive networking into legitimate business opportunities
• Making in-person presentations to prospective clients to explain the business' products and services and their alignment with the client's needs
• Working knowledge and experience in the Tax Preparation Industry Service Bureau or Reseller market
• Other Knowledge, Skills, Abilities and Certifications:
• Demonstrated proficiency with a consultative sales approach
• Ability to work independently with a minimum amount of oversight
• Formalized sales training (e.g. Challenger Sales, Miller Heiman)
• Detail-oriented and ability to handle multiple top priorities
• Ability to function in a fast-paced, collaborative and matrixed organization
• Strong work ethic and passion for excellence
• Ability to work flexible schedule
• Excellent facilitation skills and ability to influence--drives for collaboration but not necessarily consensus
• Travel: Up to 60% for in person sales and industry events
• Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
• Compensation: Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750. This role is eligible for Commission.
• Additional Information: Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
• EQUAL EMPLOYMENT OPPORTUNITY: Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.