$76K - 106K a year
Drive profitable sales growth by managing accounts, developing new business, applying consultative sales strategies, and collaborating across teams to meet sales goals.
3+ years B2B sales experience with proven quota achievement, consultative sales skills, CRM proficiency, ability to work independently, and preferably experience in SaaS or tax/accounting industry.
***You may work from a remote home office location anywhere in the U.S.; Central time zone preferred*** 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. Our key solutions include the CCH® AnswerConnect research platform that helps streamline workflows, improve accuracy and efficiency, and give users unprecedented access to world-class content; CCH® Account Research Manager®, which provides tax and accounting professionals with all essential guidance they need to stay in compliance with GAAP, GAAS, and SEC rules and regulations; as well as CCH® CPELink, a convenient online self-study resource for tax and accounting professionals to complete their continuing professional education (CPE) requirements. As a Sr. Field Sales Manager for Wolters Kluwer Research & Advisory, you will have primary responsibility for driving profitable sales growth in assigned accounting firms or corporations within a geographic territory that meets or exceeds sales goals. You will report to the Divisional Sales Manager, Research & Advisory – Tax & Accounting North America. 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+ 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. Preferred Experience 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. 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) #LI-Remote 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:: $76,350 - $105,700 If making a difference matters to you, then you matter to us. Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong. Wolters Kluwer reported 2023 annual revenues of €5.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide. Our customers work in industries which impact the lives of millions of people every single day. Our mission is to empower our professional customers with the information, software solutions, and services they need to make critical decisions, achieve successful outcomes, and save time. Our expert solutions combine deep domain knowledge with technology to deliver both content and workflow automation to drive improved outcomes and productivity for our customers. We are committed to helping professionals improve the way they do business and solve complex problems with our range of digital solutions and services, which we continuously evolve to meet their changing needs. Our 188-year legacy and portfolio represent thousands of customers worldwide. For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, and LinkedIn. Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume. As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work. We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. In 2024 we were awarded Ragan’s Top Places to Work for Employee Wellbeing: Large Organization, in recognition of our commitment to maintaining and enhancing the well-being of our colleagues through our ‘Together we thrive’ well-being program. To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions. 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This job posting was last updated on 10/2/2025