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Field Sales Executive (Managed Services Account Executive)
Wolters Kluwer • Remote • Posted 30+ days ago
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Remote • Full-time • Mid Level
Job Highlights
Using AI ⚡ to summarize the original job post
The Field Sales Executive at Wolters Kluwer is responsible for selling Managed Services/BPO offerings in a defined territory, partnering closely with the Managed Services Team and Account Manager to ensure customer retention and success. This role involves developing a strong understanding of the retirement plan administration market, prospecting and developing new Managed Services business, maintaining and updating information in Salesforce, and utilizing various sales tech stack applications in daily sales workflow.
Responsibilities
- Sell Managed Services offerings in a defined territory made up of specific geography of states in the U.S.
- Partner closely with the Managed Services Team and the territory Account Manager to ensure customer retention/success
- Partner closely with the Managed Services Account Executive Team Lead on new sales opportunities
- Develop a strong understanding of the retirement plan administration market, customers, and their daily workflow
- Prospect and develop new Managed Services business in both existing and new accounts
- Maintain and update information in Salesforce.com
- Constant pipeline growth & management, including opening new opportunities and booking new appointments
- Accurate monthly new sales forecasting
- Utilize sales tech stack including ChatGPT, Outreach.io, Gong.io, SalesIntel.io, LinkedIn/LinkedIn Sales Navigator
- Establish and maintain solid and high activity prospecting practices
- Ensure that customer and prospect meetings include all relevant stakeholders
- Attend National and Local tradeshows to provide booth coverage
- Develop relationships with major players in each of your large metro markets
- Submit timely reports as requested by the Sales Manager and/or Executive Management
- Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues
Qualifications
Required
- College Degree or equivalent experience
- 3+ years of over-quota sales experience
- Knowledge of and experience in the Retirement industry strongly preferred
- Excellent verbal and written communication skills
- Excellent organization, planning and presentation skills
- Strong time management skills
- Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) and Salesforce.com
Preferred
- Motivated self-starter
- High levels of outbound activity - both written and verbal
- Strong sales ability with both a short and longer sales cycle
- Detail oriented with strong analytical, time management and problem solving skills
- Ability to work well individually and in a team
- Highly embracive of a 'better together' and 'elevate your game' corporate culture
- Ability to embrace and implement change
- Ability to develop deep relationships with customers and prospects
- Strong Customer Service skills
- Enthusiasm and eagerness to learn
- Consulting mentality-extracting insights from very complex and/or limited information
- Demonstrated ability to take initiative, be proactive, and think independently
- Highly responsive and resourceful with a positive 'can do' attitude and approach to problem solving
- Innovative mindset; willingness to try creative and different ways of meeting sales goals
- Ability to clearly communicate concepts, research findings, issues analysis, project and evaluation results
About Wolters Kluwer
Wolters Kluwer is a global provider of information and services for legal, tax, accounting, finance, healthcare, and compliance professionals. The company offers online research platforms and tools to improve productivity and mitigate risks. Founded in the Netherlands in 1836, Wolters Kluwer operates in over 180 countries and is known for its expertise and reliable knowledge in various industries.
Full Job Description
**Location** : Remote US
Primary responsibility is to sell ftwilliam.com Managed Services/BPO offerings in a defined territory.
**Essential Duties and responsibilities**
+ Sell ftwilliam.com Managed Services offerings in a defined territory made up of a specific geography of states in the U.S.
+ Partner closely with the Managed Services Team and the territory Account Manager to ensure customer retention/success
+ Partner closely with the Managed Services Account Executive Team Lead on new sales opportunities to ensure accurate prospecting & discovery of new opportunities
+ Develop a strong understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow.
+ Partner closely with the territory ftwilliam.com Software Account Executive to ensure customer or prospect is properly licensed for the software products needed to support Managed Services.
+ Prospect and develop new Managed Services business in both existing accounts as well as new accounts.
+ Maintain and update information in Salesforce.com including accurate monthly forecast, activities, demos, and pipeline management
+ Constant pipeline growth & management, including opening new opportunities and booking new appointments to support achievement of sales goals.
+ Accurate monthly new sales forecasting, including a commit to the business that supports sales goal attainment.
+ Utilize sales tech stack including ChatGPT (AI), Outreach.io, Gong.io, SalesIntel.io, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow
+ Establish and maintain solid and high activity prospecting practices; meeting or exceeding assigned outbound email and call KPIs.
+ Ensure that customer and prospect meetings include all relevant stakeholders from the Managed Services, Leadership & Software teams
+ As needed, attend National and Local tradeshows to provide booth coverage. This includes learning and executing our Trade Show processes.
+ As needed, attend in-person customer/prospect meetings in defined territory
+ Develop relationships with major players in each of your large metro markets.
+ 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.
+ Immediate and thorough follow-up on inquiries from customers and prospects using the applicable sales tech stack application(s)
+ Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a Managed Services subscription.
+ Support team, Business Unit, and corporate goals and objectives.
+ Perform various ad hoc duties as requested by Sales Manager.
**Job Qualifications**
Minimum: College Degree or equivalent experience
+ 3+ years of over-quota sales experience.
+ Knowledge of and experience in the Retirement industry strongly preferred.
+ Excellent verbal and written communication skills
+ Excellent organization, planning and presentation skills
+ Strong time management skills
+ Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) and Salesforce.com
**CORE COMPETENCY REQUIREMENTS:**
+ Motivated self-starter
+ High levels of outbound activity - both written and verbal - on a daily, weekly and monthly basis to support achievement of sales goals.
+ Strong sales ability with both a short and longer sales cycle
+ Detail oriented with strong analytical, time management and problem solving skills.
+ Ability to work well individually and in a team.
+ Highly embracive of a 'better together' and 'elevate your game' corporate culture
+ Ability to embrace and implement change
+ Ability to develop deep relationships with customers and prospects
+ Strong Customer Service skills
+ Enthusiasm and eagerness to learn
+ Consulting mentality-extracting insights, including the ability to understand & translate retirement industry terminology/workflow, from very complex and/or limited information to make a recommendation to stakeholders
+ Demonstrated ability to take initiative, be proactive, and think independently, and anticipate needs related to future work.
+ Demonstrated capacity to learn and apply skills and knowledge to unique and varied situations
+ Highly responsive and resourceful. Positive 'can do' attitude and approach to problem solving
+ Innovative mindset; willingness to try creative and different ways of meeting sales goals.
+ Ability to clearly communicate concepts, research findings, issues analysis, project and evaluation results, and data interpretations
**TRAVEL REQUIREMENTS**
+ Less than 10% travel. Travel based on the needs of the business.
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Primary responsibility is to sell ftwilliam.com Managed Services/BPO offerings in a defined territory.
**Essential Duties and responsibilities**
+ Sell ftwilliam.com Managed Services offerings in a defined territory made up of a specific geography of states in the U.S.
+ Partner closely with the Managed Services Team and the territory Account Manager to ensure customer retention/success
+ Partner closely with the Managed Services Account Executive Team Lead on new sales opportunities to ensure accurate prospecting & discovery of new opportunities
+ Develop a strong understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow.
+ Partner closely with the territory ftwilliam.com Software Account Executive to ensure customer or prospect is properly licensed for the software products needed to support Managed Services.
+ Prospect and develop new Managed Services business in both existing accounts as well as new accounts.
+ Maintain and update information in Salesforce.com including accurate monthly forecast, activities, demos, and pipeline management
+ Constant pipeline growth & management, including opening new opportunities and booking new appointments to support achievement of sales goals.
+ Accurate monthly new sales forecasting, including a commit to the business that supports sales goal attainment.
+ Utilize sales tech stack including ChatGPT (AI), Outreach.io, Gong.io, SalesIntel.io, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow
+ Establish and maintain solid and high activity prospecting practices; meeting or exceeding assigned outbound email and call KPIs.
+ Ensure that customer and prospect meetings include all relevant stakeholders from the Managed Services, Leadership & Software teams
+ As needed, attend National and Local tradeshows to provide booth coverage. This includes learning and executing our Trade Show processes.
+ As needed, attend in-person customer/prospect meetings in defined territory
+ Develop relationships with major players in each of your large metro markets.
+ 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.
+ Immediate and thorough follow-up on inquiries from customers and prospects using the applicable sales tech stack application(s)
+ Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a Managed Services subscription.
+ Support team, Business Unit, and corporate goals and objectives.
+ Perform various ad hoc duties as requested by Sales Manager.
**Job Qualifications**
Minimum: College Degree or equivalent experience
+ 3+ years of over-quota sales experience.
+ Knowledge of and experience in the Retirement industry strongly preferred.
+ Excellent verbal and written communication skills
+ Excellent organization, planning and presentation skills
+ Strong time management skills
+ Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) and Salesforce.com
**CORE COMPETENCY REQUIREMENTS:**
+ Motivated self-starter
+ High levels of outbound activity - both written and verbal - on a daily, weekly and monthly basis to support achievement of sales goals.
+ Strong sales ability with both a short and longer sales cycle
+ Detail oriented with strong analytical, time management and problem solving skills.
+ Ability to work well individually and in a team.
+ Highly embracive of a 'better together' and 'elevate your game' corporate culture
+ Ability to embrace and implement change
+ Ability to develop deep relationships with customers and prospects
+ Strong Customer Service skills
+ Enthusiasm and eagerness to learn
+ Consulting mentality-extracting insights, including the ability to understand & translate retirement industry terminology/workflow, from very complex and/or limited information to make a recommendation to stakeholders
+ Demonstrated ability to take initiative, be proactive, and think independently, and anticipate needs related to future work.
+ Demonstrated capacity to learn and apply skills and knowledge to unique and varied situations
+ Highly responsive and resourceful. Positive 'can do' attitude and approach to problem solving
+ Innovative mindset; willingness to try creative and different ways of meeting sales goals.
+ Ability to clearly communicate concepts, research findings, issues analysis, project and evaluation results, and data interpretations
**TRAVEL REQUIREMENTS**
+ Less than 10% travel. Travel based on the needs of the business.
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
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