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Wolters Kluwer Field Sales Executive, Institutional Sales in Boston, Massachusetts , A Wolters Kluwer company , offers modern, cloud-based employee benefits and pension software including state of the art benefits documents, forms and compliance systems for benefits and pension professionals. Since 2010, has sustained continued growth by adding new products and unique tools that help our customers increase their efficiency including ftwPortal Pro , ftwProposal Pro and ftwPro Amend . In addition to our comprehensive platform--our partner network of attorneys, actuaries and members of other professional and technical disciplines assist our customers with specialized matters. is a part of Wolters Kluwer Legal and Regulatory , a leading global provider of intelligent information and electronic solutions in key specialty areas for legal and business compliance professionals. In an increasingly dynamic world, Wolters Kluwer Legal and Regulatory connects legal and business communities with timely, specialized expertise and information-enabled solutions to support customers’ success through productivity, accuracy and mobility.

Wolters Kluwer is now looking for a Field Sales Executive to join our business! This is a remote field sales opportunity that can be based anywhere in the United States.

The primary responsibility of the Field Sales Executive (FSE) is to represent and drive strategic growth of software products and services in the Institution space. This includes following a specified sales process that includes working with a Sales Engineer and selling solutions and services directly to end users virtually and via face-to-face contact. The (FSE) will work within named accounts and target new business in large Enterprise and upper middle market organizations. Additionally, the (FSE) will be involved in managing a complex, multi-layered sales cycle from start to finish; assisting management in devising direct sales plans and strategies; and operating under minimal supervision with wide latitude for independent judgment.


  • Sell and expand software products within a named account base made up of primarily Institutions and companies in the large Enterprise and upper end of the middle market.

  • Develop a strong understanding of the retirement plan market, our customers, and their daily workflows.

  • Prospect and develop new business in both existing accounts as well as new accounts.

  • Proactively study and learn products and competitive landscape.

  • Maintain and update information in including activities, demos, and pipeline management.

  • Develop relationships with major players in each of the large metro markets.

  • Submit timely reports as requested by the Sales Manager and/or Executive Management.

  • Contribute ideas and best practices to other members of the sales team.

  • Provide fast and thorough follow-up on inquiries from customers and prospects by phone or email.

  • Work closely with Customer Service and Billing/Collections teams to resolve billing/service issues that could affect the renewal of a subscription.

  • Support team, Business Unit, and corporate goals and objectives.

  • Attend National and Local ASPPA and NIPA tradeshows to provide booth coverage as needed. This includes learning and executing our Trade Show processes.

  • Perform various ad hoc duties as requested by Sales Manager


Minimum Experience: BA/BS degree or equivalent relevant experience

  • 5+ years of over-quota sales experience in the Retirement/Pension or Employee Benefits industry

  • 2+ years of Enterprise sales experience

  • Excellent verbal and written communication skills

  • Excellent organization, planning and presentation skills

  • Strong time management skills

  • Proficiency with Microsoft Office Suite (PowerPoint, Outlook, Excel, Word and Teams)

  • Proficiency with or other comparable CRM application

Preferred Experience:

  • Prior software/SaaS sales experience

Core Competency Requirements:

  • Motivated self-starter

  • Strong sales ability with long and complex sales cycles

  • Detail-oriented with strong analytical, time management and problem-solving skills

  • Ability to work well in a team

  • Ability to develop deep relationships with customers and prospects

  • Strong customer service skills

  • Enthusiasm and eagerness to learn

  • Consulting mentality—extracting insights from very complex and/or limited information to make a recommendation to stakeholders

  • Demonstrated ability to take initiative, be proactive, think independently, and anticipate needs related to future work

  • Demonstrated capacity to learn and apply skills and knowledge to unique and varied situations

  • Highly responsive and resourceful

  • Positive ‘can do’ attitude and approach to problem solving

  • Innovative mindset--willingness to try creative and different ways of meeting sales goals

  • Ability to clearly communicate concepts, research findings, issues analysis, project/evaluation results, and data interpretations


15-20% annually

This is a remote, work from home position


Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.