Wolters Kluwer Tax & Accounting is hiring a Senior Field Sales Manager for its Research & Advisory business, supporting products such as CCH AnswerConnect, CCH Account Research Manager, and CCH CPELink. This is a remote B2B sales role responsible for driving profitable sales growth within an assigned territory of accounting firms and corporations. The position focuses on consultative selling, pipeline management, new business development, account retention and expansion, and accurate forecasting.
Overview
$57,400 – $98,350 / year
remote
full-time
2-4 years of experience (senior level)
Technologies
- Salesforce.comSaaSOn-premise softwareInformation services
Responsibilities
- Develop deep product knowledge across Research & Advisory and Tax & Accounting solutions, including features, benefits, pricing, value propositions, and competitive positioning.
- Execute the prescribed sales methodology and align product positioning with customer needs and business goals.
- Manage and grow accounts by maintaining a healthy sales pipeline, researching decision-makers, and keeping Salesforce.com records accurate and up to date.
- Drive new business development through proactive prospecting, in-person meetings, industry events, and group presentations.
- Retain and expand existing business by engaging clients regularly, reinforcing solution value, and identifying upsell and cross-sell opportunities.
- Apply a consultative sales strategy to build strong relationships and deliver tailored solutions that foster long-term satisfaction and loyalty.
- Support product development and issue resolution by identifying gaps, translating client feedback into actionable specifications, and managing enhancement expectations.
- Increase market share by targeting competitive accounts and engaging stakeholders to position Wolters Kluwer solutions as strategic answers.
- Optimize time and resources by planning sales activities efficiently and grouping meetings and calls for maximum productivity and coverage.
- Collaborate across teams by sharing insights, strategies, and market intelligence, and working with sales leadership to resolve account conflicts.
- Develop and maintain an Annual Business Plan supported by accurate pipeline forecasts, mid-year updates, weekly reports, and quarterly projections.
Qualifications
- Bachelor's degree or equivalent relevant experience.
- 3+ years of B2B sales experience, including formal sales training or internal Wolters Kluwer sales experience.
- Demonstrated success in 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 virtually and occasionally in person, aligned with client needs.
Benefits
- Medical, Dental, & Vision Plans
- 401(k)
- FSA/HSA
- Commuter Benefits
- Tuition Assistance Plan
- Vacation and Sick Time
- Paid Parental Leave