Position Overview:
The Finance Product Sales Specialist will play a critical role in driving the growth of finance management solutions within the banking sector. The role will utilize a consultative selling approach to develop and execute sales strategies, engaging with key stakeholders, managing client relationships, and ensuring the successful delivery of tailored solutions to clients. The finance specialist will also work closely with internal teams to move deals through the sales process and achieve overall business targets.
Key Responsibilities:
1. Sales Strategy Development
- Collaboratively develop go-to-market (GTM) plans, including value proposition, aligned with revenue and market share objectives with Product Management, regional Sales Management Marketing and Professional Services and move to execute with local sales teams.
- Identify and prioritize target banking clients for Finance management solutions upsell or new logos.
2. Sales Execution
- Coordinate globally with sales teams to ensure effective execution of GTM strategies and identify opportunities with local sales teams in existing client base and new logos.
- Conduct needs assessments, communicate the value proposition tailored to customer needs and differentiated from the competition.
- Deliver presentations, product demonstrations, and workshops to potential clients identified by local sales teams or your own leads for both existing clients and new logos.
- Support proposal development, contract negotiations, and deal closures including on product subscription revenues and professional services
- Collaborate with cross-functional teams (e.g., Marketing, Product, Legal, Sales Operations) to shepherd the deal from inception to closure and alignment to drive deals through the process end to end and ensure alignment across departments.
3. Performance Monitoring
- Track and report timely on sales activities, pipeline progress, and performance metrics.
- Provide regular updates on sales progress and market opportunities and pivots that may be needed.
4. Product Expertise & Market Insights
- Develop in-depth knowledge of the company’s finance management solutions and connectivity with regulatory compliance, reporting and risk offerings.
- Stay informed on regulatory changes, industry trends, and ESG related developments within Financial reporting.
- Provide feedback to product development teams to improve solutions based on market needs.
Qualifications and Skills:
- Bachelor’s degree in Finance, Economics, Business, or a related quantitative field. Masters degree is a plus.
- Minimum 5 years of experience in sales, business development, or consulting within the finance management or financial services software industry
- Established network in the banking sector, particularly in the CFO offices.
- Proven success in achieving or exceeding sales targets in finance management solutions
- Strong understanding of banking industry, finance management frameworks (e.g., IFRS standards/FASB standards like IFRS 9, ledger and subledger system for financial instruments), and regulatory compliance and related tools, technologies, and analytics, along with strong understanding of the balance sheet.
- Understanding of selling large finance transformation / accounting hub programs.
- Knowledge and ability to work with consulting and implementation partners across the Finance landscape.
- Exceptional solutioning, communication, presentation, and negotiation skills
- Proficient in building relationships and networking within the industry
- Entrepreneurial mindset with a proactive approach to driving business growth.
- Ability to work independently yet collaboratively in a fast-paced environment.
Key Performance Indicators (KPIs):
- Achieving quarterly and annual sales target for new business and retention of existing book
- Expansion of client base and market penetration through successful closure of high-value deals.
For more details please contact Carl Rigby at [email protected]
Wolters Kluwer Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wolters Kluwer and has not been reviewed or approved by Wolters Kluwer.
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Leave & Time Off Breadth — Time away benefits are positioned as broad, spanning vacation and sick time plus paid holidays and other covered leave types. Paid parental and caregiver leave, bereavement leave, and a volunteer day contribute to a more comprehensive time-off offering.
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Retirement Support — Retirement support is framed as meaningful through access to a 401(k)/retirement plan paired with company matching and additional contribution features in some descriptions. This is reinforced by mentions of profit sharing and other long-term savings-oriented programs.
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Parental & Family Support — Family-oriented support stands out through adoption assistance and paid parental leave provisions. These benefits are described alongside other caregiver supports that extend beyond basic leave categories.
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What We Do
Wolters Kluwer (www.wolterskluwer.com) is a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Founded in 1836 and headquartered in Alphen aan den Rijn, the Netherlands, the company serves customers in over 180 countries, maintains operations in over 40 countries and employs 18,600 people worldwide. Wolters Kluwer reported 2019 annual revenues of €4.6 billion. Listed on Euronext Amsterdam, Wolters Kluwer shares (WKL) are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).
