Senior Field Sales Executive, Wolters Kluwer

• Bachelor’s degree or equivalent relevant experience
• 3 or more years’ of internal WK sales experience with Tax content/SaaS or software products or Tax & Accounting industry sales experience with Tax content/SaaS/software product solutions including demonstrated experience with the following:
• 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
• 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
• Comfortable 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

Desirable

• As a Field Sales Executive, Floater for Wolters Kluwer Research & Advisory, you will have primary responsibility for driving profitable sales growth and providing temporary coverage in assigned accounting firms and/or corporations within multiple territories that meet or exceed sales goals
• You will report to the VP, Field Sales – Tax & Accounting, North America – Research & Advisory
• Master Product Knowledge:
• Develop deep expertise in the full line of Research & Advisory and Tax & Accounting products, including features, benefits, pricing, value propositions, and competitive positioning through structured training and self-guided learning
• Execute the Sales Process:
• Apply the prescribed sales methodology to effectively position products and services, ensuring alignment with customer needs and business goals
• Manage and Grow Accounts:
• Maintain a healthy sales pipeline by organizing and prioritizing accounts, researching decision-makers, and updating CRM records (Salesforce.com) with timely and accurate information
• Drive New Business Development:
• Meet sales goals through proactive prospecting, scheduling in-person meetings, attending industry events, and delivering compelling group presentations to generate interest and close deals
• Retain and Expand Existing Business:
• Engage regularly with current clients to understand evolving needs, reinforce the value of existing solutions, and identify opportunities for upselling or cross-selling
• Apply a Consultative Sales Strategy:
• Build strong relationships and deliver tailored solutions by thoroughly assessing customer needs, fostering long-term satisfaction, loyalty, and growth
• Support Product Development and Issue Resolution:
• Identify gaps in current offerings, collaborate with product teams to translate client feedback into actionable specifications, and manage expectations around enhancements
• Increase Market Share:
• Target competitive accounts and engage stakeholders at all levels to uncover business challenges and position WK solutions as strategic answers
• Optimize Time and Resources:
• Plan and schedule sales activities efficiently, grouping meetings and calls to maximize productivity and coverage
• Collaborate Across Teams:
• Share insights, strategies, and market intelligence with colleagues, and work constructively with sales leadership to resolve account conflicts
• Develop Strategic Plans:
• Create and maintain an Annual Business Plan supported by accurate pipeline forecasts, mid-year updates, weekly reports, and quarterly projections