Overview
This is a remote position. You may work from a remote office location anywhere in the United States. Pacific or Eastern time zones preferred.
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.
As a Field Sales Executive Audit/Migrations, you will partner with regional Field Sales Executives and Managers to identify and close new Audit solutions sales, meet or exceed quota, and strategically migrate existing customers from our on-Premise Audit solution to our Cloud-based solution. You will be the face and subject matter expert for Audit solutions and represent your assigned teams by creating pipeline and reporting to senior leaders. You will partner with the Audit product team to ensure proper market messaging and collaboration on pricing and packaging. You will also partner with Learning & Development to train the Field sales force on the right talk track and support skill development that leads to increased pipeline and sales. You should have a demonstrable track record of success in sales and strong knowledge of CPA firms, specifically in the Audit space. You will report to the Manager, Field Sales Specialty Tax & Accounting North America.
What you'll be doing
- Opportunity Identification - Proactively assess clients audit needs and pain points to uncover growth opportunities and provide strategic insights to drive sales and account expansion.
- New Business/ New Logo - Identify, nurture and close net new logo customers within the Audit suite of solutions.
- Relationship Development - Establish and maintain strong, long-term relationships with clients and key industry stakeholders as the trusted point of contact for audit-related inquiries.
- Sales Skills/Experience - Partner with regional Field Sales Executives to identify and close new audit sales, meeting quotas and price targets set by the business.
- Client Partnerships - Collaborate with Field Sales Executives to engage with prospects and existing clients, identify cross-sell opportunities within Audit, including migrations to cloud-based solutions.
- Consultative Support - Serve as a trusted advisor on audit-related matters, guidance on regulatory compliance, best practices, and solutions that meet client requirements.
- Product Feedback - Provide ongoing feedback on product performance and enhancements from the customer perspective.
- Industry Knowledge - Compile data on marketing trends, competitive products and pricing, and report findings to management on an ongoing cadence.
You're a great fit if you have
Education: Bachelor's Degree in Business, Accounting, Marketing, or related field; OR, if no degree, 4+ years of software/SaaS field sales experience in a comparable role.
Minimum Experience:
- 3+ years of B2B sales experience, including developing and qualifying prospect lists
- Consistently achieving or exceeding quotas and goals
- Developing and executing business plans and forecasts
- Translating contacts gained through networking into business opportunities
- Making in-person presentations to prospective clients to align products with their needs
- Proficiency with CRM tools (e.g., Salesforce.com; Saleslogix)
Preferred Experience:
- 5+ years of sales experience with on-premise/cloud software or SaaS applications
- Prior Tax & Accounting/Audit industry sales or relevant experience
- Working knowledge of tax and accounting/audit concepts and terminology
- Consistent Presidents/Chairmans Club Achiever or multiple sales performance awards
- Experience working within a multi-division organization with various sales channels
Other Knowledge, Skills, Abilities and Certifications:
- Demonstrated proficiency with a consultative sales approach
- Ability to work independently with minimal oversight
- Formalized sales training (e.g., Challenger Sales, Miller Heiman)
- Detail-oriented with the ability to handle multiple priorities
- Ability to function in a fast-paced, collaborative and matrixed organization
- Strong work ethic and passion for excellence
- Ability to work a flexible schedule
- Excellent facilitation and ability to influence toward collaboration
Travel
- Up to 30% annually for conferences, industry events and customer meetings as required
Remote position: #LI-Remote
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Compensation and Benefits
Compensation: Target salary range for select states: $95,560 - $133,750. This role is eligible for Commission.
Additional Information: Wolters Kluwer offers competitive benefits including Medical, Dental, Vision, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance, Vacation and Sick Time, Paid Parental Leave. Full details available upon request.
Equal Employment Opportunity: Wolters Kluwer is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
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