Wolters Kluwer Logo

Wolters Kluwer

Sales Representative (Account Executive - Mid Market | Financial Services Software) – Remote USA R0051196

Posted 16 Days Ago
Be an Early Applicant
Remote
10 Locations
Mid level
Remote
10 Locations
Mid level
The Sales Representative will drive growth in SMB customers within the financial services and specialty lending sectors, managing a defined book of business and meeting sales quotas.
The summary above was generated by AI

Sales Representative (Account Executive - Mid Market | Financial Services Software) – Remote USA R0051196  

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.
 

Who We Are: Wolters Kluwer: The world is a big place, find your place here.
 

What We Offer:  

The Sales Representative (Account Executive - Mid Market | Financial Services Software). REMOTE role offers growth potential opportunities, professional development, an engaging team environment, the ability to work a remote schedule, and amazing benefits.

What You'll be Doing:

As a Sales Representative (Account Executive - Mid Market | Financial Services Software), you will be a quota-carrying team member responsible for driving growth within small and mid-sized (SMB) customers across the financial services and specialty lending industries. In this role, you will 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. You will also collaborate with Solution Consultants to bring deeper product expertise into customer conversations.

You will 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.

We are looking for a results-oriented sales professional who excels at both expanding existing accounts and strategically identifying new business opportunities to drive sustained growth. In return, we’ll equip you with the tools, resources, and training you need to be successful, including our sales methodology, value framework, and streamlined processes.
 

At WK, your success is our success—we are committed to supporting you in developing lasting customer relationships and building a thriving book of business.
 

You're a Great Fit if You Have/Can:

  • 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 (e.g., on boards, relationships with associations)
  • 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)
     

Key Tasks:  

  • Oversees and manages customer relationships for an assigned book of accounts
  • Effectively prioritizes and responds to inbound leads or customer requests for information
  • Leverages SFDC data and account insights to identify, pursue, and close opportunities to retain existing business (e.g., renewals), cross-sell or up-sell at existing customers, or create business with new customers
  • Maintains a clean and accurate pipeline in CRM as well as provide timely and accurate forecasts.
  • Understands and articulates value propositions of CS offerings; collaborate with Solution Consultants and other Subject Matter Experts as needed to source deep technical expertise
  • Adheres to defined sales methodology and sales processes including steps to configure, price, quote products and services, draft, negotiate and close contracts
  • Delivers against individual quotas
  • Builds internal relationships and develop collaborative team with Account Relationship Managers and other members of a Deal Team to effectively serve assigned book of accounts
  • Assists Service with escalated customer issues, as needed (e.g., payment, supply issues)       

We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

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 at https://www.mywolterskluwerbenefits.com/index.html  

For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on TwitterFacebook, and LinkedIn

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job.  They’re not intended to be an exhaustive list of all duties and responsibilities and requirements. 

  • ​​​ Texas

    Pennsylvania
    Florida
    Ohio
    Indiana
    Wisconsin
    Georgia
    Kansas
    Delaware
    Missouri

#LI-Remote

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Top Skills

Salesforce

Similar Jobs

An Hour Ago
Remote
USA
73K-95K Annually
Mid level
73K-95K Annually
Mid level
Cloud • Greentech • Social Impact • Software • Consulting
As a Customer Success Manager, you will engage with customers to develop success plans and drive adoption and retention of EHS and ESG solutions, while collaborating closely with internal teams.
Top Skills: Crm PlatformsMicrosoft Office Suite
An Hour Ago
Remote
United States
130K-220K Annually
Expert/Leader
130K-220K Annually
Expert/Leader
Aerospace • Cloud • Digital Media • Information Technology • Mobile • News + Entertainment • Retail
The Enterprise Account Executive will sell managed network services and digital media products, develop account strategies, and manage the sales cycle for Fortune 1000 enterprises in the Atlantic region.
Top Skills: Managed SecurityMS OfficeSaseSd-WanVoip
An Hour Ago
Remote or Hybrid
USA
Mid level
Mid level
Machine Learning • Payments • Security • Software • Financial Services
As a Business Systems Analyst Consultant, you will provide IT solutions, analyze client requirements, improve business processes, and offer consulting on system enhancements.
Top Skills: Application DevelopmentBusiness ManagementSoftware SolutionsUser Experience (Ux) Design

What you need to know about the Colorado Tech Scene

With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech

  • Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
  • Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
  • Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
  • Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account