Search jobs > Washington, DC > Remote > Senior manager research

Senior Field Sales Manager - Research & Learning - SaaS *Remote*

CCH Incorporated
Remote, DC, USA
Remote
Full-time

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

Research and Learning, US (CCHGroup.com) is part of Wolters Kluwer Tax & Accounting, one of the world's 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® Account 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 Sr. 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, Research & Learning Tax & Accounting North America. Specific responsibilities and requirements are as follows :

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

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 Salesforce.com 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

KEY QUALIFICATIONS

Education :

Bachelor's 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 Salesforce.com 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
  • Prior 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

TRAVEL REQUIREMENTS

  • Up to 10% of work time in territory. Minimal overnight travel (1-2X per quarter)
  • 30+ days ago
Related jobs
Promoted
VirtualVocations
Washington, District of Columbia

Manager, Inside Sales to enhance the eCommerce experience for its consumer brands. ...

CCH Incorporated
Washington, District of Columbia
Remote

You will report the Manager, Sales Business Retention – Wolters Kluwer Tax & Accounting, Research & Learning. Provides sales service to Tax & Accounting SaaS content prospects and works with field sales force to assist in prospecting and securing new business. Executes the sales process for Tax & Ac...

Promoted
VirtualVocations
Washington, District of Columbia

A company is looking for a Senior Sales Enablement Manager to drive enablement initiatives and support sales teams. ...

BlackBerry
Washington, District of Columbia

In this technical leadership role, you will be supporting, coaching, and enabling the success of your Sales Engineering teams while acting as a technical executive SME within the US Government Sales team strategic accreditations/certifications, strategic deals, events, EBCs, voice of the customer pr...

Okta, Inc.
Washington, District of Columbia

As the Senior Manager of Sales Development, you will be responsible for owning the management of overall business development and outbound prospecting pipeline strategy and execution for your team. This is a high visibility role that is responsible for hiring, on-boarding, and coaching a group of hi...

The LINE Hotels
Washington, District of Columbia

We are seeking a dynamic Senior Sales Manager. Achieve monthly, quarterly and annual revenue and direct sales goals including outside sales calls, prospecting calls, site inspections, and entertainment as outlined. Understand and utilize the sales tools the company provides and to follow and support...

Magic
Washington, District of Columbia
Remote

Inbound Sales Manager - Latin America, Remote. We are looking for an Inbound Sales Manager, reporting directly to the Head of Sales. Leading sales operations to maintain sales volume and meet operational requirements. You will be helping manage the day-to-day operations of the inbound sales team in ...

ICF
Washington, District of Columbia

ICF is hiring Senior Project Manager, Labor Remediation Research to support the U. The Senior Manager, Labor Remediation Research. The Senior Manager will write for the intended audience, formulate strategies to engage with relevant stakeholders based on USDOL priorities and interests, and advise US...

Fannie Mae
Washington, District of Columbia
Remote

The Senior Manager, Legal Operations Knowledge Management role will offer you the flexibility to make each day your own while leading a small team and working alongside people who care so that you can deliver on the following responsibilities:. At times, business need may call for on-site collaborat...

Verge Management Group
Washington, District of Columbia

Operational Technology (OT), Internet of Things (IoT), and Industrial Control System (ICS) cyber security and is looking for a Senior Manager of Sales to continue its success!. In this role, you will have to be an expert in enterprise security sales, networking, growing net new business in an emergi...