Wolters Kluwer Logo

Wolters Kluwer

Field Sales Executive - Tax Reseller Software *Remote*

Posted 2 Days Ago
Be an Early Applicant
Remote
49 Locations
96K-134K Annually
Senior level
Remote
49 Locations
96K-134K Annually
Senior level
Manage high-value reseller and service bureau accounts, drive revenue growth, negotiate contracts, and maintain client relationships in the tax software sector.
The summary above was generated by AI

***You may work from a remote office location anywhere in the U.S***

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.

What You’ll Be Doing:

As a Field Sales Executive, you will manage high-value reseller and service bureau accounts, utilizing your deep market knowledge and business acumen to drive significant revenue growth through an indirect selling channel. You will work closely with clients to align strategic opportunities and negotiate high-value contracts, exercising independent judgment and discretion to secure mutually beneficial deals. This position is primarily outside sales-focused, with the expectation that you’ll work in the field and engage directly with clients.  You will report to the Director, Sales – Tax Preparer, North America.  Specific job responsibilities are outlined below:

Key Tasks:

  • Recruit, enable, manage, and grow relationships with key accounts in an indirect sales channel: Develop and implement detailed proposals and strategic sales plans targeting key clients in the tax reseller market.
  • Drive revenue growth: Develop sales strategies that spearhead growth and exceed sales targets by securing new logo revenue contracts with tax resellers and service bureaus and expanding business with existing accounts.
  • Build and sustain long-term relationships: Establish and nurture enduring relationships with high-value reseller and service bureau clients, primarily through in-person contact.
  • Identify new business opportunities: Actively pursue new business opportunities within the reseller and service bureau industry, focusing on high-value accounts.
  • Negotiate contracts and product/service terms: Exercise discretion and authority to negotiate reseller and service bureau accounts contracts, prices, terms, and service-level agreements in alignment with division policy.
  • Coordinate with internal teams: Collaborate with cross-functional teams to influence decision-making processes, proactively monitor client satisfaction, and address service needs.
  • Analyze client data: Maintain accurate indirect revenue forecast. Review and analyze complex client data to adapt sales strategies and maximize opportunities.
  • Lead strategic discussions: Lead strategic discussions during sales meetings with key clients and internal teams to align on objectives and strategies.
  • Drive lead generation campaigns: Execute lead generation and marketing campaigns, providing feedback on their effectiveness and quality.
  • Market intelligence: Stay updated on industry trends, competitive developments, and emerging opportunities to ensure positioning of products and services within the tax reseller market.
  • Sales reporting: Maintain accurate and up-to-date records of all sales activities, pipeline status, and client interactions in the CRM system.

Other Duties:

  • Performs other duties as assigned by supervisor.
  • Ongoing and consistent salesforce.com compliance with pipeline management
  • Consistent communication with sales leadership

You're a Great Fit if You Have/Can:  

  • Education:  Bachelor's Degree in Business, Accounting, Marketing, or related field; OR, if no degree, 6+ years of relevant sales or client-facing experience in a similar role.
  • 5 or more years of B2B field sales, account/relationship management or partner/channel sales experience, including:
  • Developing and qualifying prospect lists 
  • Consistently achieving/exceeding quotas and goals 
  • Developing and executing business plans and forecasts
  • Translating contacts gained through extensive networking into legitimate business opportunities
  • Making in-person presentations to prospective clients to explain the business' products and services and their alignment with the client's needs
  • Working knowledge and experience in the Tax Preparation Industry Service Bureau or Reseller market

Other Knowledge, Skills, Abilities and Certifications:

  • Demonstrated proficiency with a consultative sales approach
  • Ability to work independently with a minimum amount of oversight
  • Formalized sales training (e.g. Challenger Sales, Miller Heiman)
  • Detail-oriented and ability to handle multiple top priorities
  • Ability to function in a fast-paced, collaborative and matrixed organization
  • Strong work ethic and passion for excellence
  • Ability to work flexible schedule
  • Excellent facilitation skills and ability to influence--drives for collaboration but not necessarily consensus

Travel:

  • Up to 60% for in person sales and industry events

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
 
This role is eligible for Commission.

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.

Top Skills

Crm Systems
Salesforce

Wolters Kluwer Waltham, Massachusetts, USA Office

130 Turner St, Waltham, MA, United States, 02453

Similar Jobs

An Hour Ago
Remote
Hybrid
Chicago, IL, USA
164K-297K Annually
Senior level
164K-297K Annually
Senior level
Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
Lead a newly established field sales organization to engage local sellers, manage and train a sales team, and exceed revenue targets through strategic planning and collaboration with partners.
Top Skills: Financial ServicesSaaS
An Hour Ago
Easy Apply
Remote
USA
Easy Apply
150K-175K
Senior level
150K-175K
Senior level
Big Data • Healthtech • HR Tech • Machine Learning • Software • Telehealth • Big Data Analytics
The Vice President of Employer Sales will lead a sales team in the East Region, drive revenue growth, and establish key client relationships while managing sales strategies and performance analysis.
An Hour Ago
Easy Apply
Remote
Hybrid
Detroit, MI, USA
Easy Apply
125K-150K Annually
Senior level
125K-150K Annually
Senior level
Artificial Intelligence • Cloud • Information Technology • Machine Learning • Software
The Account Executive will engage with IT stakeholders, manage sales cycles, drive account growth, and exceed sales targets using a consultative approach.
Top Skills: Meddpicc MethodologySabreSalesforce

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account