Field Sales Executive, Wolters Kluwer

Retirement Managed Services Account Executive

$95.6-133.8k

Compensation range applicable to CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA

Salesforce

Outreach

Mid and Senior level

Remote from US

More information about location

AI-powered solutions for professionals

Job no longer available

AI-powered solutions for professionals

1001+ employees

B2BEnterpriseLegalBusiness IntelligenceFinancial ServicesAutomation

Job no longer available

$95.6-133.8k

Compensation range applicable to CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA

Salesforce

Outreach

Mid and Senior level

Remote from US

More information about location

1001+ employees

B2BEnterpriseLegalBusiness IntelligenceFinancial ServicesAutomation

Company mission

To help customers make critical decisions every day by providing expert solutions tha to combine deep domain knowledge with technology.

Job

Company

Role

Who you are

3+ years of quota-driven sales experience
Knowledge of and experience in the Retirement industry preferred
Proficiency with office software including Microsoft Office and Salesforce.com (or similar CRM)

What the job involves

You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ftwilliam.com Managed Services/Business Process Outsourcing (BPO) sales within your territory
You will play a key role in achieving revenue targets and cultivating lasting relationships with our customers
Sell ftwilliam.com Managed Services offerings in a defined territory made up of a specific geography of states within the U.S
Partner with the Managed Services Team and the territory Account Manager to ensure customer retention/success
Partner with the Managed Services Account Executive Team Lead on new sales opportunities to ensure accurate prospecting & discovery of new opportunities
Develop an understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow
Partner with the territory ftwilliam.com Software Account Executive to ensure customer or prospect is properly licensed for the software products needed to support Managed Services
Prospect and develop new Managed Services business in both existing accounts and new accounts
Maintain and update information in Salesforce.com including accurate monthly forecast, activities, demos, and pipeline management
Constant pipeline growth and management, including opening new opportunities and booking new appointments to support achievement of sales goals
Accurate monthly new sales forecasting, including a commit to the business that supports sales goal attainment
Utilize sales tech stack including CoPilot (AI), Outreach.io, Gong.io, SalesIntel.io, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow
Establish and maintain solid and high activity prospecting practices; meeting or exceeding assigned outbound email and call key performance indicators (KPIs)
Ensure that customer and prospect meetings include all relevant stakeholders from the Managed Services, Leadership & Software teams
Attend national and local tradeshows to provide booth coverage. This includes learning and executing our trade show processes
Attend in-person customer prospect meetings in defined territory
Develop relationships with major players in each of your large metro markets
Submit timely reports as requested by the Sales Manager and/or Executive Management
Contribute and exchange ideas and best practices to other members of the sales team
Immediate and thorough follow-up on inquiries from customers and prospects using the applicable sales tech stack application(s)
Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a Managed Services subscription
Support team, Business Unit, and corporate goals

Our take

For over 185 years, Wolters Kluwer has been innovating the way professionals and businesses work. The company has expanded to offer a substantial range of services across the Health, Tax & Accounting, Finance, Compliance, and Legal sectors.

While operating across so many sectors comes with an extensive range of competition, Wolters Kluwer serves customers in over 180 countries, which has been managed, in part, due to its 70+ acquisitions. For example, the company has recently acquired leading artificial intelligence technology company Della AI, which will become part of its legal software unit, to further advance its natural language processing capabilities.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Led by a woman

Glassdoor (3.7)

Company

Company HQ

Alphen aan den Rijn, Netherlands

Leadership

Nancy McKinstry

(CEO & Chairman of the Executive Board, not founder)

Held various roles at the company before being named CEO in 2003. Current Member of the Board of Directors at various companies including Accenture, Abbot, Russel Reynolds Associates, and Columbia Business School.

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