Location : Remote US

Primary responsibility is to sell ftwilliam.com Managed Services/BPO offerings in a defined territory.

Essential Duties and responsibilities

• Sell ftwilliam.com Managed Services offerings in a defined territory made up of a specific geography of states in the U.S.

• Partner closely with the Managed Services Team and the territory Account Manager to ensure customer retention/success

• Partner closely with the Managed Services Account Executive Team Lead on new sales opportunities to ensure accurate prospecting & discovery of new opportunities

• Develop a strong understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow.

• Partner closely 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 as well as new accounts.

• Maintain and update information in Salesforce.com including accurate monthly forecast, activities, demos, and pipeline management

• Constant pipeline growth & 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 ChatGPT (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 KPIs.

• Ensure that customer and prospect meetings include all relevant stakeholders from the Managed Services, Leadership & Software teams

• As needed, attend National and Local 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.

• 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 and objectives.

• Perform various ad hoc duties as requested by Sales Manager.

Job Qualifications

Minimum: College Degree or equivalent experience

• 3+ years of over-quota sales experience.

• Knowledge of and experience in the Retirement industry strongly preferred.

• Excellent verbal and written communication skills

• Excellent organization, planning and presentation skills

• Strong time management skills

• Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) and Salesforce.com

CORE COMPETENCY REQUIREMENTS:

• Motivated self-starter

• High levels of outbound activity – both written and verbal – on a daily, weekly and monthly basis to support achievement of sales goals.

• Strong sales ability with both a short and longer sales cycle

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

• Ability to work well individually and in a team.

• Highly embracive of a ‘better together’ and ‘elevate your game’ corporate culture

• Ability to embrace and implement change

• Ability to develop deep relationships with customers and prospects

• Strong Customer Service skills

• Enthusiasm and eagerness to learn

• Consulting mentality—extracting insights, including the ability to understand & translate retirement industry terminology/workflow, from very complex and/or limited information to make a recommendation to stakeholders

• Demonstrated ability to take initiative, be proactive, and 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 and evaluation results, and data interpretations

TRAVEL REQUIREMENTS

• Less than 10% travel. Travel based on the needs of the business.

EQUAL EMPLOYMENT OPPORTUNITY 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.