Field Sales Executive; Western

The Account Executive for Wolters Kluwer (WK) Legal and Regulatory is responsible for selling  software products and services in a defined territory.

The Account Executive will implement and leverage efficiency and process automation tools, including  and Outreach.io in their daily activities.

This role will focus on accounts in western United States

• Sell  cloud based software products and services in a defined territory made up of a specific geography of states in the U.S.

• Prospect and develop new business in both existing accounts as well as new accounts.

• Develop relationships with major players in each of your large metro markets.

• As needed, attend in-person customer/prospect meetings in defined territory

• Develop a strong understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow.

• Partner closely with an assigned Account Manager to ensure customer retention/success and work together on new sales opportunities

• Maintain and update information in  including activities, demos, and pipeline management

• Utilize sales tech stack including Outreach.io, Chorus.ai, Zoom Info, Linked In/Linked In Sales Navigator, etc. in daily sales workflow

• As needed, attend National and Local ASPPA and NIPA trade shows to provide booth coverage. This includes learning and executing our Trade Show processes.

• Submit timely reports as requested by the Sales Manager and/or Executive Management.

• Contribute & exchange ideas and best practices to other members of the sales team.

• Fast and thorough follow-up on inquiries from customers and prospects by phone, email, text message or applicable tech stack application

• Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a subscription.

• Support team, Business Unit, and corporate goals and objectives.

• Perform various ad hoc duties as requested by Sales Manager.

• College Degree or equivalent experience

• 3+ years of over-quota sales experience.

• Knowledge of and experience in the Retirement industry strongly preferred.
• Excellent organization, planning and presentation skills
• Strong time management skills
• Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) and
• Demonstrated experience conveying value proposition to clients.
• Excellent communication skills including successfully communicating with technical and non-technical audiences.
• Experience utilizing Customer Relationship Management software.
• Excellent interpersonal skills, working with wide range of people at all levels.

• Previous experience with  – Preferred
• Previous experience with Outreach.io – Preferred
• Previous Account Management experience with a cloud based/SaaS solution - Preferred

• Some domestic travel required, 20% as conditions allow.

#LI-Remote

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.

$57,400.00 - $98,350.00…