Role Description
As a Senior Field Sales Manager for Wolters Kluwer Research & Advisory, you will have primary responsibility for driving profitable sales growth in assigned accounting firms or corporations within a geographic territory that meets or exceeds sales goals. You will report to the Divisional Sales Manager, Research & Advisory – Tax & Accounting North America.
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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.
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Execute the Sales Process:
Apply the prescribed sales methodology to effectively position products and services, ensuring alignment with customer needs and business goals.
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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.
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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.
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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.
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Apply a Consultative Sales Strategy:
Build strong relationships and deliver tailored solutions by thoroughly assessing customer needs, fostering long-term satisfaction, loyalty, and growth.
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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.
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Increase Market Share:
Target competitive accounts and engage stakeholders at all levels to uncover business challenges and position WK solutions as strategic answers.
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Optimize Time and Resources:
Plan and schedule sales activities efficiently, grouping meetings and calls to maximize productivity and coverage.
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Collaborate Across Teams:
Share insights, strategies, and market intelligence with colleagues, and work constructively with sales leadership to resolve account conflicts.
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Develop Strategic Plans:
Create and maintain an Annual Business Plan supported by accurate pipeline forecasts, mid-year updates, weekly reports, and quarterly projections.
Qualifications
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Bachelor’s degree or equivalent relevant experience.
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3+ years of B2B sales experience, including formal sales training or internal WK sales experience.
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Demonstrated success in:
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Developing and qualifying prospect lists.
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Consistently meeting or exceeding sales quotas and performance goals.
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Creating and executing business plans and accurate forecasts.
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Applying a consultative sales approach to uncover customer needs and deliver tailored solutions.
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Turning networking contacts into viable business opportunities.
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Delivering effective product presentations, both virtually and occasionally in person, aligned with client needs.
Requirements
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Proven success in an inside or virtual sales role.
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5+ years of B2B sales or account management experience, ideally with on-premise software, SaaS business applications, or information services.
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Recognition for top performance, such as President’s Club, Chairman’s Club, or other sales achievement awards.
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Experience navigating multi-divisional organizations and working across various sales channels.
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Prior sales experience in the Tax & Accounting industry.
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Familiarity with Tax and/or Accounting concepts and terminology.
Other Knowledge, Skills, or Abilities
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Ability to work independently with minimal supervision.
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Formal sales training (e.g., Challenger Sales or similar methodologies).
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Advanced written and verbal communication skills.
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Strong attention to detail and ability to manage multiple high-priority tasks.
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Comfortable operating in a fast-paced, collaborative, and matrixed environment.
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High level of professionalism, strong work ethic, and commitment to excellence.
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Flexibility to work extended hours when needed.
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Excellent facilitation and influencing skills—able to drive collaboration without requiring consensus.
Travel Requirements
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Up to 10% of work time in territory for client visits and team meetings. Minimal overnight travel (1-2X per quarter).
Compensation
$57,400.00 - $98,350.00 USD. This role is eligible for Commission. Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location.
Benefits
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Medical, Dental, & Vision Plans
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401(k)
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FSA/HSA
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Commuter Benefits
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Tuition Assistance Plan
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Vacation and Sick Time
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Paid Parental Leave