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About the Role

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. You will report to the Divisional Manager, Field Sales.

Responsibilities

Learn full line of Tax & Accounting products including features, benefits, pricing, intended use, value proposition and competitive position by attending and engaging in training program for new hires.
Manage assigned account list that supports a healthy sales pipeline by reviewing target list provided, organizing customers by segment and opportunity, researching contact information, building calling lists, and maintaining information within Salesforce CRM.
Promote new account/customer development by conducting prospecting/introductory calls, participating in industry meetings, trade shows and sales meetings, and conducting group presentations.
Grow existing customer business 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 by identifying gaps/issues where current products do not meet client requirements and working with Product Managers to translate unmet client requirements into functional specifications.
Improve TAA market share within the territory by identifying opportunities in target accounts using competitive products and engaging client accounts at the management and executive level.
Manage time and resources to accomplish sales goals by planning for and scheduling all required sales activity and grouping activities logically.
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.
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 to explain products and services and their correlation with client needs.
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 flexible schedule.
Excellent facilitation skills.
Up to 30% annually for client visits and company/industry events and trade shows.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Skills

Salesforce CRM
Consultative sales approach
Facilitation skills

Location

Remote home office location anywhere in or near Long Island, NY
Remote home office location anywhere in or near North Jersey

Work Type

Remote
Full-time

Experience Level

5+ years of B2B sales experience

Education Level

Bachelor's degree in Business, Accounting, Marketing, or related field
6+ years of software/SaaS field sales experience (if no degree)

Salary/Compensations

$71,300.00 - $124,475.00 USD

Benefits

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

About the Company

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.

Equal Opportunity

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts.
Our interview process is designed to assess your individual skills, experiences, and communication style.
We value authenticity and want to ensure we’re getting to know you—not a digital assistant.
To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process.
Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.