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.
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.
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.

Bachelor's degree in Business, Accounting, Marketing, or related field; OR, if no degree, 6+ years of software/SaaS field sales experience.
5 or more years of B2B sales experience.
Sales experience with on-premise/cloud software, SaaS business application 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)

Field Sales Executive, Cloud Software Solution Sales

Key skills