CCH Tagetik, a Wolters Kluwer company, is hiring a Field Sales Executive to drive profitable sales growth for our cloud software solutions within an assigned base of established CPA firm accounts. You will manage a full sales pipeline, prospect for new business, and strategically grow existing customer relationships.
What You'll Do
- Learn our full line of Tax & Accounting products, including features, benefits, pricing, and value proposition.
- Implement the sales process for our products and services to meet sales quotas.
- Manage your assigned account list to support a healthy pipeline, organize customer data, and maintain Salesforce CRM.
- Promote new account development through prospecting calls, in-person or virtual meetings, and participation in industry events.
- Grow existing customer business by staying informed of client needs and conveying the value of solutions.
- Contribute to new product development and issue resolution by identifying gaps and working with Product Managers.
- Improve market share by identifying opportunities in target accounts using competitive products.
- Manage time and resources effectively by planning and scheduling sales activities.
- Collaborate with colleagues to exchange selling strategies and marketing information.
- Work with other sales personnel and the Divisional Sales Manager to address account or channel conflicts.
- Develop an Annual Business Plan based on pipeline predictions and participate in weekly communication with the Divisional Sales Manager.
What We're Looking For
- Bachelor's degree in Business, Accounting, Marketing, or a related field; or, 6+ years of software/SaaS field sales experience in lieu of a degree.
- 5 or more years of B2B sales experience.
- Sales experience with on-premise/cloud software, SaaS business applications, or content information.
- Experience developing and qualifying prospect lists.
- A track record of meeting or exceeding quotas and sales goals.
- Experience developing and implementing business plans and forecasts.
- Experience converting contacts gained through networking into legitimate business opportunities.
- Experience making in-person presentations to prospective clients.
- Proficiency with CRM tools, specifically Salesforce.com or Saleslogix.
Nice to Have
- Demonstrated proficiency with a consultative sales approach.
- Ability to work with a minimum amount of oversight.
- Experience working within a matrixed organization with multiple sales channels.
- Prior President's Club or multiple sales performance awards.
- Formalized sales training such as Challenger Sales or Miller Heiman.
- Ability to work a flexible schedule.
- Excellent facilitation skills.
Technical Stack
- Salesforce CRM
Team & Environment
You will report to the Divisional Manager, Field Sales.
Benefits & Compensation
- Medical, Dental, & Vision Plans
- 401(k)
- FSA/HSA
- Commuter Benefits
- Tuition Assistance Plan
- Vacation and Sick Time
- Paid Parental Leave
- Compensation range: $71,300.00 - $124,500.00 USD
Work Mode
This is a remote position for candidates living in the Dallas-Fort Worth Metroplex area.
CCH Tagetik is an equal opportunity employer.





