Field Sales Executive - US Banking

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

Wolters Kluwer:
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The Senior Field Sales Executive role offers growth potential opportunities, professional development, an engaging team environment, and amazing benefits.

The industry subject matter expert (iSME) for United States Banking is responsible for supporting the sales team by providing industry expertise and insights initially focused on the regulatory change management and expanding into the compliance suite with CRA and our WIZ platform. This is a quota‑carrying sales role requiring industry knowledge, sales acumen, and the ability to create buyer urgency through workflow analysis and business case creation.

The iSME collaborates closely with Compliance Solutions (CS) Sales Leadership & Account Executives to engage with prospects or customers across the United States Banking industry. Their primary responsibilities include uncovering opportunities, engaging in executive‑level meetings to build or establish Wolters Kluwer credibility, participating in Win Labs, supporting deal strategy, advancing opportunities, and engaging in sales conversations throughout the life cycle of a sale.

The iSME also provides industry‑facing thought leadership (Conference panels, whitepapers, webinars, etc.) as well as market feedback to our internal partners in product, pricing, product strategy, marketing, and others needing industry sales insights.

The iSME plays a crucial role in our regulatory change management business within the deal team, focusing on establishing credibility, understanding customer needs, increasing confidence, accelerating opportunities, and supporting decision‑making by Account Executives and Sales Managers to shorten the sales cycle. They collaborate with peers across sales leadership, solution consulting, account management, sales support, product, and marketing to provide industry and sales insights.

They work to ensure effective qualitative and quantitative communication of Wolters Kluwer’s value to customers and identify additional opportunities.

• Proactively partner with Account Executives and Sales Leaders by providing industry expertise and insights on Regulatory Change and our Compliance Intelligence suite.
• Analyze sales data and whitespace within Compliance Solutions business to identify growth opportunities, improve adoption rates, upsell existing products, introduce new products, and facilitate cross‑selling opportunities for Account Executives.
• Drive strategic opportunities by proactively partnering with the Account Executive on deal strategy and collaborating with internal partners to win Compliance Solutions opportunities at customers or prospect accounts.
• Structure and organize customer goals, pain points, and information to create a detailed business case for partnership with Wolters Kluwer.
• Consult and apply defined sales methodologies and processes to support the success of the deal team.
• Proactively share best practices across the team and broader sales organization to enhance overall performance.
• Act as a subject matter expert (iSME) in initiatives supporting the sales organization.
• Collaborate with Sales Managers on account reviews, using whitespace analysis to drive new solution sales and enhance customer retention through expanded relationships.
• Partner with marketing to support thought leadership initiatives.

• Bachelor’s Degree or equivalent relevant experience
• Must have experience in the regulatory compliance, loan origination, fair lending, community reinvestment, loan documentation, and other compliance industries in either a sales role, management consulting, business analysis, or regulator role.
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