Field Sales Executive
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Job Description
Field Sales Executive selling Wolters Kluwer’s ftwilliam.com retirement-plan software across the western United States. Managing territory sales, prospecting, customer relationships, and SaaS pipeline growth.
Responsibilities:
- Sell ftwilliam.com cloud based software products and services in a defined territory made up of a specific geography of states in the U.S.
- Prospect and develop new business in existing and new accounts
- Develop relationships with major players in large metro markets
- Attend in-person customer/prospect meetings in the defined territory as needed
- Develop understanding of the retirement plan administration market, customers, and daily workflows
- Partner with an assigned Account Manager on customer retention/success and new sales opportunities
- Maintain Salesforce.com activities, demos, and pipeline management
- Utilize Outreach.io, Chorus.ai, ZoomInfo, LinkedIn/LinkedIn Sales Navigator, and other sales technology
- Attend National and Local ASPPA and NIPA tradeshows as needed and execute trade show processes
- Submit timely reports to the Sales Manager and/or Executive Management
- Exchange ideas and best practices with sales team members
- Follow up with customer and prospect inquiries by phone, email, text message, or applicable technology
- Work with Account Management, Customer Service, and Billing to resolve billing/service issues affecting subscription renewal
- Support team, Business Unit, and corporate goals and objectives
- Perform ad hoc duties requested by the Sales Manager
Requirements:
- College Degree or equivalent experience
- 3+ years of over-quota sales experience
- Knowledge of and experience in the Retirement industry strongly preferred
- Excellent organization, planning and presentation skills
- Strong time management skills
- Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) and Salesforce.com
- Demonstrated experience conveying value proposition to clients
- Excellent communication skills including successfully communicating with technical and non-technical audiences
- Experience utilizing Customer Relationship Management software
- Excellent interpersonal skills, working with wide range of people at all levels
- Previous experience with SalesForce.com – Preferred
- Previous experience with Outreach.io – Preferred
- Previous Account Management experience with a cloud based/SaaS solution - Preferred
- Some domestic travel required, 20% as conditions allow
Benefits:
- Commission eligibility
- Medical, Dental, & Vision Plans
- 401(k)
- FSA/HSA
- Commuter Benefits
- Tuition Assistance Plan
- Vacation and Sick Time
- Paid Parental Leave
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