Wolters Kluwer
Sales Representative (Account Executive - Mid Market | Financial Services Softwa
Wolters Kluwer, Granite Heights, Wisconsin, United States
Sales Representative (Account Executive - Mid Market | Financial Services Software) – Remote USA
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. 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)
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. 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 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. You're a Great Fit if You Have/Can: Have the ability to travel (up to 30%). 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 Field 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) 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 We are an equal opportunities employer and welcome applications from all qualified candidates. We are committed to providing a workplace that is free from discrimination and harassment, and where all employees are treated with dignity and respect.
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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. 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)
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. 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 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. You're a Great Fit if You Have/Can: Have the ability to travel (up to 30%). 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 Field 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) 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 We are an equal opportunities employer and welcome applications from all qualified candidates. We are committed to providing a workplace that is free from discrimination and harassment, and where all employees are treated with dignity and respect.
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