Develop deep expertise in the full line of Research & Advisory and Tax & Accounting products.
Apply the prescribed sales methodology to effectively position products and services.
Maintain a healthy sales pipeline by organizing and prioritizing accounts, researching decision-makers, and updating CRM records.
Meet sales goals through proactive prospecting, scheduling in-person meetings, attending industry events, and delivering presentations.
Engage regularly with current clients to understand evolving needs and identify opportunities for upselling or cross-selling.
Collaborate across teams to share insights, strategies, and market intelligence.

Bachelor’s degree or equivalent relevant experience.
3+ years of B2B sales experience, including formal sales training or internal WK sales experience.
Proven success in developing and qualifying prospect lists.
Consistent record of meeting or exceeding sales quotas and performance goals.
Skills in creating and executing business plans and accurate forecasts.
Ability to apply a consultative sales approach to uncover customer needs and deliver tailored solutions.
Experience in delivering effective product presentations, both virtually and in-person when required.
Preferred: 5+ years of B2B sales or account management experience, ideally with SaaS business applications or information services.
Prior sales experience in the Tax & Accounting industry.

Senior Field Sales Manager, SaaS

Key skills