Master Product Knowledge
Develop deep expertise in the full line of Research & Advisory and Tax & Accounting products
Apply the Sales Process
Manage and Grow Accounts
Maintain a healthy sales pipeline by organizing and prioritizing accounts
Drive New Business Development
Meet sales goals through proactive prospecting, scheduling in-person meetings, attending industry events
Retain and Expand Existing Business
Engage regularly with current clients to understand evolving needs
Apply a Consultative Sales Strategy
Support Product Development and Issue Resolution
Identify gaps in current offerings
Increase Market Share
Optimize Time and Resources
Collaborate Across Teams
Share insights, strategies, and market intelligence with colleagues
Develop Strategic Plans
Create and maintain an Annual Business Plan supported by accurate pipeline forecasts

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
Consistently meeting or exceeding sales quotas and performance goals
Creating and executing business plans and accurate forecasts
Ability to apply a consultative sales approach to uncover customer needs and deliver tailored solutions
Delivering effective product presentations, both virtually and occasionally in person, aligned with client needs
Proven success in an inside or virtual sales role
5+ years of B2B sales or account management experience, ideally with on-premise software, SaaS business applications, or information services
Recognition for top performance, such as President’s Club, Chairman’s Club, or other sales achievement awards
Familiarity with Tax and/or Accounting concepts and terminology

Senior Field Sales Manager, SaaS

Key skills