Senior Field Sales Manager, SaaS *Remote

You may work from a remote home office location anywhere in the Eastern or Central Time Zones.

Senior Field Sales Manager for Wolters Kluwer Research & Advisory.

Primary responsibility: drive profitable sales growth in assigned accounting firms or corporations within a geographic territory that meets or exceeds sales goals. Report to the Divisional Sales Manager, Research & Advisory – Tax & Accounting North America.

• 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 () 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.

• Bachelor’s degree or equivalent relevant 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.

• 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.

• 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…