高级现场销售经理,SaaS *远程*
Senior Field Sales Manager, SaaS *Remote*
***你可以在东部或中部时区的任何远程办公地点工作*
Research & Advisory, US (CCHGroup.com) 是 Wolters Kluwer Tax & Accounting 的一部分,Wolters Kluwer 是全球领先的税务、会计和审计信息、解决方案和服务提供商,为会计师事务所、企业税务和审计部门、联邦和州政府机构、大学和图书馆提供服务。如今,税务和会计行业正在发生变化,监管环境日益复杂,使得确保客户准确性和有效性变得更加困难。随着变化速度的加快,Wolters Kluwer 始终处于发展的前沿,确保税务和会计专业人士能够实时获取关于税务法规、判例法、税率和税务规则的复杂问题的答案。
我们的核心解决方案包括 CCH® AnswerConnect 研究平台,该平台有助于简化工作流程,提高准确性和效率,并为用户提供前所未有的世界级内容访问;CCH® Account Research Manager®,为税务和会计专业人士提供所有必要的指导,以确保符合 GAAP、GAAS 和 SEC 规则和法规;以及 CCH® CPELink,这是税务和会计专业人士完成持续职业培训(CPE)要求的便捷在线自学资源。
作为 Wolters Kluwer Research & Advisory 的高级现场销售经理,你将负责在指定的地理区域内推动会计事务所或公司的盈利销售增长,该区域的销售目标需达到或超过预期。你将向 Research & Advisory – Tax & Accounting North America 部门销售经理汇报。具体职责和要求如下:
你将负责:
- 掌握产品知识
- 通过结构化培训和自主学习,深入掌握 Research & Advisory 和税务会计产品的全部内容,包括功能、优势、定价、价值主张和竞争定位。
- 执行销售流程
- 应用规定的销售方法,有效定位产品和服务,确保与客户需求和业务目标一致。
- 管理并拓展客户
- 通过组织和优先处理客户,研究决策者,并及时准确地更新 CRM 记录(Salesforce.com),保持健康的销售管道。
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***You may work from a remote home office location anywhere in the Eastern or Central Time Zones*
Research & Advisory, US (CCHGroup.com) is part of Wolters Kluwer Tax & Accounting, one of the world's leading providers of tax, accounting and audit information, solutions and services to accounting firms, corporate tax and auditing departments, federal and state government agencies, universities and libraries. Today, the tax and accounting profession is changing and the regulatory landscape is becoming increasingly complex, making it harder to ensure accuracy and effectiveness for clients. As the pace of that change accelerates, Wolters Kluwer continues to be at the forefront of advancement to ensure that tax and accounting professionals have real-time access to answers to complex questions about tax legislation, case law, tax rates and tax rules.
Our key solutions include the CCH® AnswerConnect research platform that helps streamline workflows, improve accuracy and efficiency, and give users unprecedented access to world-class content; CCH® Account Research Manager®, which provides tax and accounting professionals with all essential guidance they need to stay in compliance with GAAP, GAAS, and SEC rules and regulations; as well as CCH® CPELink, a convenient online self-study resource for tax and accounting professionals to complete their continuing professional education (CPE) requirements.
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. Specific responsibilities and requirements are as follows:
What you’ll be doing:
- 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.
You’re a great fit if you have:
Education:
· Bachelor’s degree or equivalent relevant experience.
Experience:
- 3+ years of B2B sales experience, including formal sales training or internal WK 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, both virtually and occasionally in person, aligned with client needs.
Preferred Experience
- Proven success in an inside or virtual sales role.
- 5+ years of B2B sales or account management experience, ideally with on-premise software, SaaS business applications, or information services.
- Recognition for top performance, such as President’s Club, Chairman’s Club, or other sales achievement awards.
- Experience navigating multi-divisional organizations and working across various sales channels.
- Prior sales experience in the Tax & Accounting industry.
- Familiarity with Tax and/or Accounting concepts and terminology.
Other Knowledge, Skills, or Abilities
- 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.
Travel Requirements:
· Up to 10% of work time in territory for client visits and team meetings. Minimal overnight travel (1-2X per quarter)
Our Interview Practices
To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Compensation:
$57,400.00 - $98,350.00 USDThis 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. Your recruiter can share more information about the specific offer for the job location during the hiring process.
Additional Information:
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
Originally posted on Himalayas