Account Specialist, Tax

Thomson Reuters • Frisco, TX

10d

About The Position

The Account Specialist is primarily focused on leading the renewal for existing accounts during the renewal window. The Account Specialist will have strong relationships with our customer success and sales teams to help ensure a great experience for our clients while mitigating risk. About the Role As an Account Specialist, you will: Own the end-to-end renewal process for a portfolio of customers Manage quoting, contract execution, and renewal forecasting Identify and execute low-complexity upsell and cross-sell opportunities Respond to inbound commercial inquiries and route complex opportunities appropriately Partner with CSMs to align renewal timing with customer value realization Collaborate with Finance and Legal to ensure smooth processing of commercial transactions

Requirements

• 2+ years in account management, renewals, inside sales, or customer-facing roles, preferably in a SaaS or recurring revenue environment
• Strong commercial acumen and negotiation skills
• Excellent communication and relationship management abilities
• Highly organized with attention to detail and follow-through
• Proficient in CRM and quoting tools (e.g., Salesforce, CPQ platforms)
• Comfortable working cross-functionally and managing multiple priorities
• Bachelor's degree in Business, Marketing, or a related field (or relevant experience)

Responsibilities

• Drive timely and accurate renewals by managing quotes, contracts, and customer communications, ensuring a seamless experience
• Handle inbound commercial requests, identify small-scale upsell opportunities, and support pricing discussions in collaboration with CSMs & Sales
• Work closely with CSMs, Sales, Finance, and Legal to align on customer strategy, pricing, and contract terms
• Maintain accurate renewal forecasts, update CRM records, and ensure visibility into commercial performance
• Engage with customers to confirm renewal intent, clarify terms, and ensure commercial alignment with their evolving needs

Benefits

• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our commitment of empowering employees to achieve a better work-life balance.
• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
• Industry Competitive Benefits: We offer comprehensive benefit plans to include paid leave, 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.
• Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.
• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
• Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.
• market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match
• market leading work life benefits with 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; and access to Employee Stock Purchase Plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level