Field Sales Executive (Retirement Managed Services Account Executive)

LOCATION: Remote U.S. locations OVERVIEW You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ftwilliam.com Managed Services/Business Process Outsourcing (BPO) sales within your territory. You will play a key role in achieving revenue targets and cultivating lasting relationships with our customers. RESPONSIBILITIES • Sell ftwilliam.com Managed Services offerings in a defined territory made up of a specific geography of states within the U.S. • Partner with the Managed Services Team and the territory Account Manager to ensure customer retention/success. • Partner with the Managed Services Account Executive Team Lead on new sales opportunities to ensure accurate prospecting & discovery of new opportunities • Develop an understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow. • Partner with the territory ftwilliam.com Software Account Executive to ensure customer or prospect is properly licensed for the software products needed to support Managed Services. • Prospect and develop new Managed Services business in both existing accounts and new accounts. • Maintain and update information in Salesforce.com including accurate monthly forecast, activities, demos, and pipeline management. • Constant pipeline growth and management, including opening new opportunities and booking new appointments to support achievement of sales goals. • Accurate monthly new sales forecasting, including a commit to the business that supports sales goal attainment. • Utilize sales tech stack including CoPilot (AI), Outreach.io, Gong.io, SalesIntel.io, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow • Establish and maintain solid and high activity prospecting practices; meeting or exceeding assigned outbound email and call key performance indicators (KPIs). • Ensure that customer and prospect meetings include all relevant stakeholders from the Managed Services, Leadership & Software teams • Attend national and local tradeshows to provide booth coverage. This includes learning and executing our trade show processes. • 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 and exchange ideas and best practices to other members of the sales team. • Immediate and thorough follow-up on inquiries from customers and prospects using the applicable sales tech stack application(s) • Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a Managed Services subscription. • Support team, Business Unit, and corporate goals. 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: Some travel, typically less than 10% #LI-Remote 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, MD, MN, NY, RI, WA: $95,560 - $133,750 Apply tot his job Apply To this Job