LOCATION: Remote (Midwest – MI, OH, TN, IN, IL)
You will be responsibility is to sell ftwilliam.com software retirement products in a defined territory. You will play a key role in achieving revenue targets and cultivating lasting relationships with our customers.
RESPONSIBILITIES
Primary responsibility is to sell ftwilliam.com software products and services in a defined territory.
- 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.
- Partner closely with an assigned Account Manager to ensure customer retention/success and work together on new sales opportunities
- Develop a strong understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow.
- Prospect and develop new business in both existing accounts as well as new accounts.
- Maintain and update information in Salesforce.com including activities, demos, and pipeline management
- Utilize sales tech stack including Outreach.io, Gong, SalesIntel/ZoomInfo, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow
- As needed, attend National and Local ASPPA and NIPA tradeshows to provide booth coverage. This includes learning and executing our Trade Show processes.
- As needed, attend in-person customer/prospect meetings in defined territory
- Develop relationships with major players in each of your large metro markets.
- Submit timely reports as requested by the Sales Manager and/or Executive Management.
- Contribute & exchange ideas and best practices to other members of the sales team.
- Fast and thorough follow-up on inquiries from customers and prospects by phone, email, text message or applicable tech stack application
- Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a subscription.
- Support team, Business Unit, and corporate goals and objectives.
QUALIFICATIONS
Education: Bachelor’s Degree or equivalent experience
Experience:
- 3+ years of quota-driven sales experience.
- Knowledge of and experience in the Retirement industry preferred.
- Proficiency with office software including Microsoft Office and Salesforce.com (or similar CRM).
TRAVEL: < 5%, Minimal for team meetings
#LI-Remote
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
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.
Wolters Kluwer Insights
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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).
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