Field Sales Executive - US Banking jobs in United States
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Wolters Kluwer · 1 day ago

Field Sales Executive - US Banking

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. The Senior Field Sales Executive role is responsible for supporting the sales team with industry expertise in regulatory change management and compliance solutions for the U.S. Banking sector, engaging with prospects and customers to drive sales opportunities.

BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware

Responsibilities

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

Qualification

Regulatory complianceSales acumenCloud-based technologyAnalytical skillsBusiness analysisCommunication skillsTime managementTeam collaboration

Required

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%)

Benefits

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

Company

Wolters Kluwer

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Wolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors.

Funding

Current Stage
Public Company
Total Funding
$1.78B
2025-06-23Post Ipo Debt· $578.76M
2025-03-13Post Ipo Debt· $542.74M
2024-03-11Post Ipo Debt· $655.84M

Leadership Team

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Jason Marx
CEO, Wolters Kluwer Tax & Accounting
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Nancy McKinstry
CEO
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Company data provided by crunchbase