Business Development Representative
HSI
SFDC
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 websiteJob 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')
ATS 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
