Sr. Field Sales Manager, Research & Learning – SaaS *Remote*

Wolters Kluwer

Wolters Kluwer Tax & Accounting North America is looking for a Senior Field Sales Manager to join our Research & Learning team in a remote home office in the Southeast !

Research and Learning, US ( is part of Wolters Kluwer Tax & Accounting, one of the worlds 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® Accounting 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 Senior Field Sales Manager for Wolters Kluwer Research & Learning, you will have primary responsibility for driving profitable sales growth in assigned accounting firms within a geographic territory that meets or exceeds sales goals. Additional activities include: learning and staying informed on the complex and comprehensive Research & Learning product line; learning and following a comprehensive sales process; updating and managing sales pipeline information for an assigned list of accounts; managing time and resources effectively; representing Wolters Kluwer within the industry and territory; and contributing to sales planning and forecasting activities. You will report to the Divisional Sales Manager, Tax & Accounting – Research & Learning. Specific responsibilities and requirements are as follows:


Learn full line of Research & Learning products including features, benefits, pricing, intended use, value proposition and competitive position in order to effectively serve clients by attending and engaging fully in standard product training sessions for new hires; completing all self-study reading, exercises, and activities in the prescribed timeline

Learn and execute the sales process for Tax & Accounting products and services by staying fully informed of the prescribed sales process

Manage assigned account list that supports a healthy sales pipeline by reviewing target list provided; organizing customers by segment and opportunity (e.g., size, type of firm); researching contact information for decision-makers and influencers; building daily and weekly calling lists and making corresponding calls; and maintaining information within the CRM database in accordance with timing and content standards

Drive new account/customer development to meet weekly, monthly, and annual sales goals planning and conducting prospecting/introductory calls with sufficient volume to establish full calendar of in-person meetings; participating in industry meetings, trade shows and sales meetings; conducting group presentations to generate interest in products and services

Maintain and grow existing customer business to meet weekly, monthly and annual sales goals by contacting or meeting with existing clients in sufficient volume and with appropriate regularity to stay informed of their business needs, and the value provided by existing WK solutions

Contribute to new product development and issue resolution that meets customer needs by identifying gaps/issues where current products do not meet client requirements; working with product managers to translate unmet client requirements into business and functional specifications; managing client expectations on the timing, delivery and scope of product enhancements

Improve TAA market share within the territory by identifying departments/business lines in target accounts using competitive products and engaging the client account at the management and executive level to identify business issues

Manage time and resources effectively to accomplish sales goals by planning for and scheduling all required sales activity; grouping activities logically (e.g., in-person meeting in the same locale on the same or consecutive days)

Collaborate with colleagues to exchange information such as selling strategies and marketing information

Work with other sales personnel and Division Sales Manager to address account/channel conflicts in a professional manner

Develop an Annual Business Plan based on accurate pipeline predictions, Mid-Year business update, weekly reports and quarterly forecasts

Engage in weekly communication with manager



Bachelors Degree or equivalent relevant experience

Minimum Experience:

3 years’ B2B sales experience, including formal sales education/training and/or internal WK sales experience including demonstrated experience with the following:

Developing and qualifying prospect lists

Consistent achievement of quota and goals

Developing and executing business plans and forecasts

Translating contacts gained through extensive networking into legitimate business opportunities

Making in-person presentations to prospective clients to explain the business products and services and their alignment with client needs

Proficiency with MS Office Suite (Word, Excel, PowerPoint, Outlook & Teams)

Proficiency with or other comparable CRM application

Preferred Experience:

Prior track record of success in an inside sales or virtual sales role

5 years B2B sales/account management experience with on premise software or SaaS business application and/or information services

Consultative sales approach

Consistent President’s/Chairman’s Club qualifier and achiever of other various sales performance awards

Prior experience working within a multi-divisional organization with various sales channels

Tax & Accounting industry sales experience

Working knowledge of Tax and/or Accounting concepts and terminology

Other Knowledge, Skills or Abilities:

Experience working independently with a minimum amount of oversight

Formalized sales training (e.g. Challenger Sales)

Advanced written and verbal professional communication skills

Detail-oriented and ability to handle multiple top priorities

Ability to function in a fast-paced collaborative, matrixed organization

Strong work ethic and passion for excellence

Ability to work flexible schedule and overtime

Excellent facilitation skills and ability to influence–drives for collaboration but not necessarily consensus


Up to 10% of work time in territory. Minimal overnight travel (1-2X per quarter)


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.