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Senior Field Sales Executive
Senior Field Sales Executive-March 2024
Montpelier
Mar 29, 2026
About Senior Field Sales Executive

  Senior Field Sales Executive

  Wolters Kluwer

  Remote USA

  With nearly two centuries of experience, Wolters Kluwer provides information and professional services for accounting, audit, business, compliance, finance, healthcare, legal, risk, and tax industries. Founded in 1836, we offer expert solutions backed by deep domain knowledge and specialized, intelligent technology to help clients make important decisions.

  The Field Sales Executive is a quota-carrying team member responsible for selling a set of CS offerings to Independent Mortgage Banker customer partners and prospective partners. within their book of accounts. Assigned to a specific set of accounts, the Field Sales Executive will grow new sales at new customers and cross-sell opportunities at existing customers. The Field Sales Executive works directly with customers to understand their needs, identify relevant CS products to address these needs, communicate the value proposition of such products, and facilitate all activities to complete a deal (pricing, quote, contract). The Field Sales Executive will build internal relationships and work alongside Technical Sales, Customer Success, and Sales Support to identify, pursue, and close deals. Field Sales Executives are accountable to achieve quota, adhere to defined policies, and develop customer relationships. In this remote role you will report to the Director of Field Sales. #LI-Remote.

  You Will:

  Develop an understanding of the needs of accounts and create account plans for how to meet those demands.

  Manage relationships and serve as trusted advisor to (senior executive) team members at existing customers and develop new relationships with potential customer partners.

  Maintain, and apply consultative knowledge of CS products to identify products best-fit to meet customer needs; collaborate with the Technical Sales team for knowledge and technical understanding.

  Experience balancing multiple sales opportunities and respond to inbound leads or customer requests for information.

  Use SFDC data and collaboration with other sales team members to identify, pursue, and close opportunities to cross-sell at existing customers, or create business with new customers; Support Customer Success on renewals or up-sells.

  Maintain a clean and accurate pipeline in CRM.

  Understand and articulate value propositions of CS offerings; collaborate with product managers or Technical Sales to source deep technical expertise.

  Adhere to defined sales methodology and sales processes including steps to configure, price, quote products and services, draft, negotiate and close contracts.

  Achieve individual quotas.

  Support product road mapping by sharing customer insights that help shape the prioritization of important product enhancements.

  Work with Technical Sales, Customer Success, and Sales Support to identify, pursue, and close opportunities for Compliance Solutions products at customer accounts; build internal relationships and develop collaborative team among these responsibilities to serve assigned book of accounts.

  Assist Service with escalated customer issues, (e.g., payment, supply issues)

  Develop knowledge of industry specific trends, regulations, and associations to elevate industry expertise or brand presence.

  You Have:

  Education:

  Bachelor’s degree or equivalent related work experience.Experience:

  5 years’ of direct B2B sales experience with a proven track record of meeting and exceeding sales targets

  Experience selling into the Financial Services industry.

  Industry experience and customer contacts; build or elevate brand presence in the specialty lending industry (e.g., on boards, relationships with associations)

  Experience using Salesforce.com as CRM.

  Required:

  Strong interpersonal skills with an emphasis on relationship-building

  Cross-sell offerings across platforms with support from additional sales teams

  Apply a consultative selling approach to identify and recommend products to fit customer needs.

  Accomplished negotiation skills and able to navigate complex purchasing processes.

  Drive, conscientiousness, and perseverance to conduct outbound sales contacts daily.

  Communicate effectively in both face-to-face and virtual selling environments with senior executive stakeholders.

  Sales experience and understanding of the lead-to-order process within lending or compliance industries

  Team effectively with other internal teams including Technical Sales, Customer Success, Sales Support, Finance, and Legal stakeholders.

  Passion and ability to learn new CS offerings quickly.

  Highly goal oriented, focused on achieving / exceeding expected results.

  Stay organized and manage multiple priorities at once across multiple customer accounts.

  Preferred:

  Analytical background with the ability to think critically and analyze data to identify trends and opportunity areas.

  Industry knowledge of financial services or specialty lending institutions and applicable workflows

  Experience in the financial services, or lending compliance industries.

  Experience in a high growth, fast paced, or specialized product environment

  Travel requirements:

  Travel requirement: less than 20%.Benefits:

  A comprehensive benefits package that begins your first day of employment. Additional Information: Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave . Full details of our benefits are available - https://www.mywolterskluwerbenefits.com/index.html

  Diversity Matters:

  Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

  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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