Field Sales Executive - US Banking

Wolters Kluwer is a global leader in professional information services. The Senior Field Sales Executive for United States Banking is an industry subject matter expert (iSME) responsible for supporting the sales team by providing industry expertise and insights, initially focused on regulatory change management and expanding into the compliance suite. This quota-carrying role requires industry knowledge, sales acumen, and the ability to create buyer urgency through workflow analysis and business case creation. The iSME collaborates with Sales Leadership & Account Executives to uncover opportunities, engage in executive meetings, support deal strategy, and advance sales opportunities across the US Banking industry.

Must Have

• Proactively partner with Account Executives and Sales Leaders by providing industry expertise and insights on Regulatory Change and our Compliance Intelligence suite.
• Analyze sales data and whitespace within Compliance Solutions business to identify growth opportunities.
• Drive strategic opportunities by proactively partnering with the Account Executive on deal strategy.
• Structure and organize customer goals, pain points, and information to create a detailed business case for partnership with Wolters Kluwer.
• Consult and apply defined sales methodologies and processes to support the success of the deal team.
• Act as an industry Subject Matter Expert (iSME) in initiatives supporting the sales organization.
• Bachelor’s Degree or equivalent relevant experience.
• Experience in regulatory compliance, loan origination, fair lending, community reinvestment, loan documentation, and other compliance industries.
• 5 years’ experience in an external facing role, preferably in cloud-based technology solutions.
• Ability to articulate the value propositions of complex software solutions in internal and client-facing settings.
• Proven ability to quickly and deeply learn new technologies and clearly communicate their value proposition.
• Communicate effectively in both face-to-face and virtual selling environments with senior executive stakeholders.
• Team effectively with Sales team members across a variety of accounts.
• Highly goal-oriented, focused on achieving/exceeding expected targets.
• Exceptional time management and organization capabilities to manage multiple priorities and initiate tasks independently.
• Analytical background with the ability to interpret and act on sales data.
• Willingness to travel when needed (approximately 40%).

Good to Have

• Proactively share best practices across the team and broader sales organization to enhance overall performance.
• Collaborate with Sales Managers on account reviews, using whitespace analysis to drive new solution sales and enhance customer retention through expanded relationships.
• Partner with marketing to support thought leadership initiatives.
• Ability to adjust communication style to suit different perspectives and seniority levels.

Perks & Benefits

• Medical Plans
• Dental Plans
• Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation Time
• Sick Time
• Paid Parental Leave

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

Who We Are: Wolters Kluwer: The world is a big place, find your place here.

What We Offer:

The Senior Field Sales Executive role offers growth potential opportunities, professional development, an engaging team environment, and amazing benefits.

What You'll be Doing:

The industry subject matter expert (iSME) for United States Banking is responsible for supporting the sales team by providing industry expertise and insights initially focused on the regulatory change management and expanding into the compliance suite with CRA and our WIZ platform. This is a quota carrying sales role requiring industry knowledge, sales acumen, and the ability to create buyer urgency through workflow analysis and business case creation. The iSME collaborates closely with Compliance Solutions (CS) Sales Leadership & Account Executives to engage with prospects or customers across the United States Banking industry. Their primary responsibilities include uncovering opportunities, engaging in executive level meetings to build or establish Wolters Kluwer credibility, participating in Win Labs, supporting deal strategy, advancing opportunities, and engaging in sales conversations throughout the life cycle of a sale. The iSME also provides industry-facing thought leadership (Conference panels, whitepapers, webinars, etc) as well as market feedback to our internal partners in product, pricing, product strategy, marketing, and others needing industry sales insights.

The iSME plays a crucial role in our regulatory change management business within the deal team, focusing on establishing credibility, understanding customer needs, increasing confidence, accelerating opportunities, and supporting decision-making by Account Executives and Sales Managers to shorten the sales cycle. They collaborate with peers across sales leadership, solution consulting, account management, sales support, product, and marketing to provide industry and sales insights. They work to ensure effective qualitative and quantitative communication of Wolters Kluwer's value to customers and identify additional opportunities.

Key Tasks:

• Proactively partner with Account Executives and Sales Leaders by providing industry expertise and insights on Regulatory Change and our Compliance Intelligence suite.
• Analyze sales data and whitespace within Compliance Solutions business to identify growth opportunities, improve adoption rates, upsell existing products, introduce new products, and facilitate cross-selling opportunities for Account Executives.
• Drive strategic opportunities by proactively partnering with the Account Executive on deal strategy and collaborating with internal partners to win Compliance Solutions opportunities at customers or prospect accounts.
• Structure and organize customer goals, pain points, and information to create a detailed business case for partnership with Wolters Kluwer.
• Consult and apply defined sales methodologies and processes to support the success of the deal team.
• Proactively share best practices across the team and broader sales organization to enhance overall performance.
• Act as an industry Subject Matter Expert (iSME) in initiatives supporting the sales organization.
• Collaborate with Sales Managers on account reviews, using whitespace analysis to drive new solution sales and enhance customer retention through expanded relationships.
• Partner with marketing to support thought leadership initiatives.

You're a Great Fit if You Have/Can:

• Bachelor’s Degree or equivalent relevant experience
• Must have experience in the regulatory compliance, loan origination, fair lending, community reinvestment, loan documentation, and other compliance industries in either a sales role, management consulting, business analysis, or regulator role.
• 5 years’ experience in an external facing role, preferably in cloud-based technology solutions.
• Ability to articulate the value propositions of complex software solutions in internal and client-facing settings.
• Proven ability to quickly and deeply learn new technologies and clearly communicate their value proposition.
• Communicate effectively in both face-to-face and virtual selling environments with senior executive stakeholders with the ability to adjust style to suit different perspectives and seniority levels.
• Team effectively with Sales team members across a variety of accounts.
• Effectively conduct or receive knowledge transfer with other team members.
• Highly goal-oriented, focused on achieving/exceeding expected targets.
• Exceptional time management and organization capabilities to manage multiple priorities and initiate tasks independently
• Experience in the regulatory compliance, loan origination, fair lending, community reinvestment, loan documentation, and other compliance industries.
• Analytical background with the ability to interpret and act on sales data.
• Willingness to travel when needed (approximately 40%).

We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

Additional Information:

Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html

Diversity Matters: Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, and LinkedIn

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Target salary range CA, CT, CO, DC, HI, IL, MA, MD, MN, NY, RI, WA: $95,560 - $133,750