Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity and speed. These needs place a premium on access to active intelligence, agile systems and integrated workflow solutions -- in short "Best in Process" solutions. This is precisely the value that Wolters Kluwer, Tax & Accounting US delivers to professionals. As a Field Sales Executive for Wolters Kluwer Tax & Accounting, you will have primary responsibility for driving profitable sales growth within an assigned established account base of CPA firms.

Responsibilities

Learn full line of Tax & Accounting products including; features, benefits, pricing, intended use, value proposition and competitive position to serve clients by attending and engaging in training program for new hires; complete all self-study reading, exercises, and activities in the prescribed timeline.
Learn and implement the sales process for Tax & Accounting products and services by staying informed of the prescribed sales process and meets sales quotas.
Manage assigned account list that supports a healthy sales pipeline by reviewing target list provided; organize customers by segment and opportunity (e.g., size, type of firm); research contact information for decision-makers and influencers; build daily and weekly calling lists, making corresponding calls; and maintain information within Salesforce CRM following timing and content standards.
Promote new account/customer development to meet ongoing sales goals and conduct prospecting/introductory calls to establish full calendar of in-person/virtual meetings; participate in industry meetings, trade shows and sales meetings; and conduct group presentations to create interest in products and services.
Grow existing customer business to meet ongoing sales goals by contacting or meeting with clients to stay informed of their needs, and convey the value provided by existing WK solutions.
Contribute to new product development and issue resolution that meets customer needs by identifying gaps/issues where current products do not meet client requirements; work with Product Managers to translate unmet client requirements into functional specifications; manage client expectations on the timing, delivery and scope of product enhancements.
Improve TAA market share within the territory by identifying opportunities in target accounts using competitive products and engaging our client accounts at the management and executive level to identify business issues.
Manage time and resources to accomplish sales goals by planning for and scheduling all required sales activity and grouping activities logically (e.g., in-person meetings in the same locale on the same or consecutive days).
Collaborate with colleagues to exchange information such as selling strategies and marketing information.
Work with other sales personnel and Division Sales Manager to address account/channel conflicts.
Develop an Annual Business Plan based on accurate pipeline predictions, mid-year business update, weekly reports and quarterly forecasts.
Participate in weekly communication with Divisional Sales Manager.

Requirements

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, including: Sales experience with on-premise/cloud software, SaaS business application or content information
Developing and qualifying prospect lists
Track record meeting/exceeding quotas and sales goals
Developing and implementing business plans and forecasts
Converting contacts gained through networking into legitimate business opportunities
Making in-person presentations to prospective clients to explain products and services and their correlation with our client's needs
Proficiency with CRM tools (i.e. Salesforce.com; SalesLogix)
Demonstrated proficiency with a consultative sales approach
Work with a minimum amount of oversight
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)
Work flexible schedule
Excellent facilitation skills--work toward collaboration but not necessarily agreement

Skills

Salesforce.com
SalesLogix
Consultative sales approach
Facilitation skills

Location

Remote home office location anywhere in or near Upstate NY or Western/Northeastern PA

Work Type

Remote
Full-time

Experience Level

5+ years of B2B sales experience
6+ years of software/SaaS field sales experience (if no degree)

Education Level

Bachelor's degree in Business, Accounting, Marketing, or related field

Salary/Compensations

$71,300.00 - $124,500.00 USD
Eligible for Commission

Benefits

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

About the Company

Wolters Kluwer is a dynamic global technology company that makes a difference every day.
We’re innovators with impact.
We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that most.
Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world.
Wolters Kluwer reported 2025 annual revenues of €6.1 billion.
The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide.
Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity.
We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes.
Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains.
We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud-based, AI-powered platforms that integrate seamlessly into their workflows and ecosystems.
Our solutions are designed to deliver impact when it matters most, especially in high-stakes environments where accuracy and trust are essential.
With a nearly 190-year legacy, Wolters Kluwer continues to evolve its portfolio of digital solutions and services to meet the changing needs of professionals worldwide, enabling them to work faster, make smarter decisions, and deliver better outcomes.
For more information about our solutions and organization, visit www.wolterskluwer.com, or follow us on LinkedIn, Instagram and Facebook.

Equal Opportunity

As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking.
We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work.
We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion.
This principle is ingrained in our company values and articulated in our Code of Business Ethics.
At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us.
Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous.
Our global Together we thrive well-being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well-being.
To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences.
We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions.
All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases.