Senior Sales Representative - Account Executive - Financial Services (USA Remote)

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.

Please use the below links to review the products this position sells:

Lien Solutions:

Lien Solutions - Search, file, and manage all of your liens in one place | Wolters Kluwer

eOriginal:

eOriginal - Electronic Signatures and Digital Transaction Management | Wolters Kluwer

Compliance Solutions:

Compliance solutions and GRC governance, risk and compliance solutions | Wolters Kluwer

What We Offer:  

The Sales Representative role offers growth potential opportunities, professional development, an engaging small team environment, the ability to work remotely, and amazing benefits.

What You'll be Doing:

As a Sales Representative, you'll build on your foundational sales skills, engaging more directly with clients and playing a key role in executing sales strategies. You'll balance customer interactions with data-driven insight to support negotiations, contributing to the overall sales performance of the organization. This role is essential in bridging client needs with our offerings and supporting first-class sales operations.

Key Tasks: 

• Identify and develop sales opportunities.

• Prepare and deliver sales presentations to prospective clients.

• Engage clients to understand their needs and provide solutions.

• Maintain detailed sales records and update CRM systems.

• Collaborate with sales colleagues to execute effective sales strategies.

• Analyze market data to identify potential business opportunities.

• Support the implementation of sales campaigns and initiatives.

• Assist in negotiating product/service terms with guidance.

• Follow-up with client's post-sale for feedback and additional needs.

• Continually enhance product knowledge through training sessions.

You're a Great Fit if You Have/Can:  

• A bachelor’s degree or equivalent job-related experience

• 3+ years of direct B2B Software/SaaS sales experience with a proven track record of meeting and exceeding sales targets, preferably selling to financial service companies

• Client Engagement: Ability to interact with clients and understand their needs.

• Sales Techniques: Knowledge of effective sales strategies and techniques.

• CRM Proficiency: Experience with customer relationship management software.

• Data Analysis: Skills in interpreting market data and sales metrics.

• Negotiation: Basic skills in negotiating terms with clients.

• Project Organization: Ability to manage sales projects and campaigns.

• Feedback Management: Skills in collecting and acting on client feedback.

• Continuous Learning: Commitment to ongoing sales and product training.

• Travel: Up to 15% travel (i.e., sales meetings and client site visits)

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

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

Compensation: