Jobs · Business Development · Texas

Field Sales Executive, Software Solution Sales - Floater *Hybrid*

Wolters Kluwer · Coppell, TX · 1 mo ago
HybridBusiness Development$71k–$125k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID. Remove boilerplate like interview practices, AI tools, etc. Also remove "Our Interview Practices" etc. Also remove "Additional Information" maybe but we need benefits. Benefits are described: "Wolters Kluwer offers a wide variety of competitive benefits and programs...". So include Benefits section. Pay: compensation range given: $71,300.00 - $124,500.00 USD, eligible for Commission. So include Pay section. Schedule: Not explicitly given. There's "Work flexible schedule" under Other Knowledge, Skills, Abilities. Also "Hybrid role requiring working from our Coppell, TX office on a weekly basis". That's schedule info: hybrid, weekly office. So we can include Schedule section with that. We need sections: About the role (intro paragraph). Responsibilities (list). Requirements (maybe education and minimum experience). Qualifications (maybe other knowledge, skills, abilities). Skills (maybe specific skills). But we must avoid thin sections. Let's parse content. Intro: "This is a hybrid role requiring working from our Coppell, TX office on a weekly basis *** The digital future has arrived..." That's about role. We'll put About the role paragraph. Responsibilities: bullet list of duties under "What you'll be doing:" and subsequent sentences. We'll extract each duty as list items. Requirements: Education and Minimum Experience. Could be separate but we can combine into Requirements. Qualifications: maybe "Other Knowledge, Skills, Abilities and Certifications:" list. Skills: maybe "Proficiency with CRM tools" etc. But we could incorporate into Skills section. But we need to avoid duplication. Let's decide sections: - About the role (paragraph) - Responsibilities (ul) - Requirements (ul) covering Education and Minimum Experience. - Qualifications (ul) covering Other Knowledge, Skills, Abilities and Certifications. - Benefits (ul) from Additional Information. - Pay (p) with salary range and commission note. - Schedule (p) covering hybrid weekly office and flexible schedule. We must not include sections with filler like "commensurate with experience". Not present. Now ensure we preserve all substantive information. Let's extract details. About the role: The paragraph includes hybrid role, Coppell TX weekly, digital future, etc. We'll capture the essence but must preserve all substantive info, not summarize away detail. We need to keep the content but can rephrase? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Means we should not omit details, but we can rephrase? Safer to keep original sentences but maybe we can keep them as is. We'll include the paragraph exactly as given (minus the *** maybe). The original: "This is a hybrid role requiring working from our Coppell, TX office on a weekly basis *** The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity and speed. These needs place a premium on access to active intelligence, agile systems and integrated workflow solutions -- in short "Best in Process" solutions. This is precisely the value that Wolters Kluwer, Tax & Accounting US delivers to professionals. As a Field Sales Executive, Floater for Wolters Kluwer Tax & Accounting, you will have primary responsibility for driving profitable sales growth and providing auxiliary support within an assigned established account base of CPA firms. You will report to the Divisional Manager, Field Sales." We should keep that. Remove the *** maybe just a space. Responsibilities: list items from "What you'll be doing:" and subsequent sentences. Let's extract each bullet: - Learn full line of Tax & Accounting products including; features, benefits, pricing, intended use, value proposition and competitive position to serve clients by attending and engaging in training program for new hires; complete all self-study reading, exercises, and activities in the prescribed timeline. - Learn and implement the sales process for Tax & Accounting products and services by staying informed of the prescribed sales process and meets sales quotas. - Manage assigned account list that supports a healthy sales pipeline by reviewing target list provided; organize customers by segment and opportunity (e.g., size, type of firm); research contact information for decision-makers and influencers; build daily and weekly calling lists, making corresponding calls; and maintain information within Salesforce CRM following timing and content standards. - Promote new account/customer development to meet ongoing sales goals and conduct prospecting/introductory calls to establish full calendar of in-person/virtual meetings; participate in industry meetings, trade shows and sales meetings; and conduct group presentations to create interest in products and services. - Grow existing customer business to meet ongoing sales goals by contacting or meeting with clients to stay informed of their needs, and convey 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; work with Product Managers to translate unmet client requirements into functional specifications; manage client expectations on the timing, delivery and scope of product enhancements. - Improve TAA market share within the territory by identifying opportunities in target accounts using competitive products and engaging our client accounts at the management and executive level to identify business issues. - Manage time and resources to accomplish sales goals by planning for and scheduling all required sales activity and grouping activities logically (e.g., in-person meetings 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. - Develop an Annual Business Plan based on accurate pipeline predictions, mid-year business update, weekly reports and quarterly forecasts. Participate in weekly communication with Divisional Sales Manager We'll keep each as
  • . Requirements: Education and Minimum Experience. Education: "Bachelor's degree in Business, Accounting, Marketing, or related field; OR, if no degree, 6+ years of software/SaaS field sales experience." Minimum Experience: "5 or more years of B2B field/outside sales experience, including: Sales experience with on-premise/cloud software, SaaS business applications or content information; Developing and qualifying prospect lists; Track record meeting/exceeding quotas and sales goals; Developing and implementing business plans and forecasts; Converting contacts gained through networking into legitimate business opportunities; Making in-person presentations to prospective clients to explain products and services and their correlation with our client's needs; Proficiency with CRM tools (i.e. Salesforce.com; SalesLogix)" We'll list each as
  • . Qualifications: Other Knowledge, Skills, Abilities and Certifications list: - Demonstrated proficiency with a consultative sales approach - Work with a minimum amount of oversight - Work within a matrixed organization with multiple sales channels - Prior President's/Club Achiever and multiple sales performance awards - Formalized sales training (e.g. Challenger Sales, Miller Heiman) - Work flexible schedule - Excellent facilitation skills--work toward collaboration but not necessarily agreement Also maybe "TRAVEL Up to 30% annually for client visits and company/industry events and trade shows" could be under Requirements or Qualifications? It's travel requirement. Could be under Requirements as a bullet. But we have not used travel yet. We'll include under Requirements maybe as separate bullet. But we already have Requirements list; we can add travel there. Benefits: list from "Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave." We'll list each. Pay: paragraph with salary range and commission note. Schedule: paragraph: hybrid role requiring working from Coppell, TX office on a weekly basis; work flexible schedule. We must not duplicate content. The hybrid role statement already appears in About the role; but we can still mention schedule specifics. However we should avoid repeating same info? The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it." It doesn't forbid repeating content across sections, but better to avoid duplication. However schedule section needs to convey schedule info; we could mention hybrid and flexible schedule. The About the role already includes hybrid role statement; we could keep it there and schedule just mention flexible schedule. But schedule section should have real specific content; we have "Work flexible schedule" from Other Knowledge, Skills, Abilities. So schedule section can be just that. Thus About the role includes hybrid role statement; Schedule includes flexible schedule. Now produce HTML fragment. We'll wrap sections with

    headings. Structure:

    About the role

    ...

    Responsibilities

    • ...
    • ...

    Requirements

    • ...
    • ...

    Qualifications

    • ...
    • ...

    Benefits

    • ...
    • ...

    Pay

    ...

    Schedule

    ...

    Make sure no extra whitespace at start. Now craft the content precisely. About the role paragraph: Let's copy the paragraph exactly but remove the *** and maybe replace with space. Original: "This is a hybrid role requiring working from our Coppell, TX office on a weekly basis *** The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, they need greater mobility, simplicity and speed. These needs place a premium on access to active intelligence, agile systems and integrated workflow solutions -- in short "Best in Process" solutions. This is precisely the value that Wolters Kluwer, Tax & Accounting US delivers to professionals. As a Field Sales Executive, Floater for Wolters Kluwer Tax & Accounting, you will have primary responsibility for driving profitable sales growth and providing auxiliary support within an assigned established account base of CPA firms. You will report to the Divisional Manager, Field Sales." We'll keep that. Responsibilities list: ensure each item ends with period. We'll copy as is. Requirements list: Education bullet: "Bachelor's degree in Business, Accounting, Marketing, or related field; OR, if no degree, 6+ years of software/SaaS field sales experience." Minimum Experience bullet: we can break into sub-bullets? But we need
    • for any list. Could have nested lists? Not required. We'll just make each requirement as separate
    • . So list items: - 5 or more years of B2B field/outside sales experience - Sales experience with on-premise/cloud software, SaaS business applications or content information - Developing and qualifying prospect lists - Track record meeting/exceeding quotas and sales goals - Developing and implementing business plans and forecasts - Converting contacts gained through networking into legitimate business opportunities - Making in-person presentations to prospective clients to explain products and services and their correlation with our client's needs - Proficiency with CRM tools (i.e. Salesforce.com; SalesLogix) - Travel up to 30% annually for client visits and company/industry events and trade shows We'll include travel as separate. Qualifications list items: - Demonstrated proficiency with a consultative sales approach - Work with a minimum amount of oversight - Work within a matrixed organization with multiple sales channels - Prior President's/Club Achiever and multiple sales performance awards - Formalized sales training (e.g. Challenger Sales, Miller Heiman) - Work flexible schedule - Excellent facilitation skills--work toward collaboration but not necessarily agreement Benefits list items: - Medical, Dental, & Vision Plans - 401(k) - FSA/HSA - Commuter Benefits
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