The posting
***This is a hybrid position requiring weekly attendance at a designated Wolters Kluwer office***
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.
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. 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 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
Preferred Experience
- Proven success in an inside or virtual sales role
- 5+ years of B2B sales or account management experience, ideally with software/SaaS business applications or information services
- Recognition for top performance, such as Pinnacle Club, President’s Club, Chairman’s Club, or other sales achievement awards
- Experience navigating multi-divisional organizations and working across various sales channels
- 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:
$71,300.00 - $124,500.00 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. 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.
