**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 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.