Account Manager, Tax/Trade

Thomson ReutersFrisco, TX
Remote

About The Position

This position is responsible for developing and executing account plans for new and/or existing small to mid-sized corporate accounts in an assigned territory focused on Tax and Trade SaaS solutions. This account manager role expands the revenue footprint with existing customers and prospects for new business in order to close a full solution sale to corporate SMB customers. Products: Tax and Trade Location: remote based role. Person should live in or near Dallas, TX, Denver, CO, Phoenix, AZ or San Diego, CA. In this role as an Account Manager, you will Prospecting: Prospecting is a must. Actively seek out new business opportunities with both new and existing customers to build a strong sales pipeline. Keep your sales pipeline clean and up to date, aiming for 3 times coverage of your sales targets on a monthly and quarterly basis. Account Management: Focused on companies with revenues of less than $500M, leading the entire sales process from prospecting to deal closing to renewal. Sales Goals: Meet or exceed your revenue targets. Cross-functional Collaboration: Work closely with other teams within the organization to tailor our solutions to address the customer needs. Relationship Building: Establish and maintain strong relationships with key decision-makers and stakeholders, understanding their challenges and demonstrating how our solutions can address them. Salesforce Maintenance: Regularly update our CRM system (salesforce.com) to maintain accurate records of your sales activities and to provide reliable sales forecasts. Engage in direct client meetings either in person or via platforms like MS Teams.

Requirements

  • College degree preferred with a minimum of 4 years direct field sales experience.
  • Proven, exemplary track record of sales quota over achievement.
  • Proven ability to sell complex technology solutions to small and medium companies (Less than $500M in revenue), using a consultative and value-based approach.
  • Experience with high velocity sales, as well as land and expand approach.
  • Experience selling to C-level executives applying a solution selling approach.
  • Ability to identify business challenges and impact to their business if they don’t solve their challenges.
  • Skilled in leading detailed sales processes involving various stakeholders.
  • Enthusiastic about prospecting.
  • Ability to work from home office and travel to customer locations.

Nice To Haves

  • Sales experience in the corporate sector preferred.
  • Experience in the Tax/Trade space and/or selling SaaS is preferred.

Responsibilities

  • Develop and execute account plans for new and/or existing small to mid-sized corporate accounts.
  • Expand revenue footprint with existing customers and prospects for new business.
  • Prospect for new business opportunities with both new and existing customers.
  • Keep sales pipeline clean and up to date, aiming for 3 times coverage of sales targets.
  • Lead the entire sales process from prospecting to deal closing to renewal for companies with revenues of less than $500M.
  • Meet or exceed revenue targets.
  • Work closely with other teams to tailor solutions to customer needs.
  • Establish and maintain strong relationships with key decision-makers and stakeholders.
  • Update CRM system (salesforce.com) regularly.
  • Engage in direct client meetings either in person or via platforms like MS Teams.
  • Manage the entire sales cycle independently from initiation to closure.
  • Develop and execute an account plan.
  • Work from home office and travel to customer locations.

Benefits

  • Flexibility & Work-Life Balance: Flex My Way policies, work from anywhere for up to 8 weeks per year.
  • Career Development and Growth: Continuous learning and skill development, Grow My Way programming.
  • Industry Competitive Benefits: Flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
  • Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance.
  • Social Impact: Two paid volunteer days off annually, opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
  • Market competitive health, dental, vision, disability, and life insurance programs.
  • Competitive 401k plan with company match.
  • Competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave.
  • Optional hospital, accident and sickness insurance paid 100% by the employee.
  • Optional life and AD&D insurance paid 100% by the employee.
  • Flexible Spending and Health Savings Accounts.
  • Fitness reimbursement.
  • Access to Employee Assistance Program.
  • Group Legal Identity Theft Protection benefit paid 100% by employee.
  • Access to 529 Plan.
  • Commuter benefits.
  • Adoption & Surrogacy Assistance.
  • Tuition Reimbursement.
  • Access to Employee Stock Purchase Plan.
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