Wolters Kluwer

Sales Representative – Mid Market, Financial Services Software

Wolters Kluwer

full-time

Posted on:

Location Type: Remote

Location: Remote • Florida, Kansas, Montana, Ohio, Pennsylvania, Texas, Wisconsin • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Job Level

Mid-LevelSenior

Tech Stack

SFDC

About the role

  • Quota-carrying team member responsible for driving growth within small and mid-sized (SMB) customers across the financial services and specialty lending industries
  • Partner directly with customers to understand their needs, identify the right CS solutions, effectively communicate our value proposition, and manage all deal activities—including pricing, quoting, and contracting
  • Collaborate with Solution Consultants to bring deeper product expertise into customer conversations
  • Own a defined book of business and be accountable for meeting or exceeding your sales quota, following our proven sales methodology, and maintaining strong, long-term customer relationships
  • Expand existing accounts and strategically identify new business opportunities to drive sustained growth
  • Oversee and manage customer relationships for an assigned book of accounts
  • Prioritize and respond to inbound leads or customer requests for information
  • Leverage SFDC data and account insights to identify, pursue, and close opportunities to retain existing business, cross-sell or up-sell, or create business with new customers
  • Maintain a clean and accurate pipeline in CRM and provide timely and accurate forecasts
  • Understand and articulate value propositions of CS offerings; collaborate with Solution Consultants and other Subject Matter Experts as needed
  • Adhere to defined sales methodology and sales processes including steps to configure, price, quote products and services, draft, negotiate and close contracts
  • Deliver against individual quotas
  • Build internal relationships and develop collaborative team with Account Relationship Managers and other members of a Deal Team to effectively serve assigned book of accounts
  • Assist Service with escalated customer issues, as needed (e.g., payment, supply issues)
  • May be required to appear onsite at a Wolters Kluwer office as part of the recruitment process

Requirements

  • Have the ability to travel (up to 30%)
  • This is a US Based REMOTE ROLE
  • Have 3 - 5 years of direct B2B sales experience with a proven track record of meeting and exceeding sales targets
  • Possess extensive experience in selling into the Financial Services industry, as well as Feild Sales experience
  • Possess lending compliance industry experience and have managed customer contacts; built or elevated brand presence in the specialty lending industry
  • Have experience using Salesforce.com as CRM
  • Can seamlessly present sales solution (in person, virtual by phone or video)
  • Are self-motivated, highly proactive and have a perseverant mindset
  • Have a bachelor’s degree or equivalent job-related experience
  • Account Management (general knowledge of customer's business, decision makers, and purchasing process)
Benefits
  • Medical, Dental, & Vision Plans
  • 401(k)
  • FSA/HSA
  • Commuter Benefits
  • Tuition Assistance Plan
  • Vacation and Sick Time
  • Paid Parental Leave
  • Well-being programs ('Together we thrive')

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
B2B salessales methodologyquota managementcontract negotiationaccount managementcustomer relationship managementsales forecastingcross-sellingup-sellingpipeline management
Soft skills
communicationcollaborationself-motivationproactivityperseverancecustomer servicerelationship buildingproblem-solvingpresentation skillsteamwork