Associate Client Executive I, Bench

Thomson Reuters - Ann Arbor, MI

Full-time - Entry Level

Ann Arbor, MI

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About the position

As an Associate Client Executive I at Thomson Reuters, you will manage and nurture Growth Accounts within the Tax & Accounting segment. This role focuses on clients with mid-tier product spend, aiming to transition them into High Value Accounts through proactive account management and personalized attention.

Responsibilities

• Manage a portfolio of Growth Accounts, focusing on retention, increased usage, and account expansion.
• Conduct semi-annual business reviews with clients to assess their needs, address concerns, and identify growth opportunities.
• Implement strategies to increase product adoption and usage among existing clients.
• Identify and pursue opportunities to upsell and cross-sell within the assigned account base.
• Monitor client satisfaction and engagement levels, addressing any issues promptly to ensure retention.
• Collaborate with internal teams to resolve client issues and ensure smooth product implementation and support.
• Utilize data analytics to track account performance and identify trends that could lead to increased spend or usage.
• Strategically drive cross-sales and upsells within Growth Accounts, with the goal of increasing their overall spend to transition them into the High Value Account (HVA) tier.
• Maintain accurate and up-to-date records of client interactions and account status in the CRM system.
• Stay informed about product updates, industry trends, and tax regulations to provide valuable insights to clients.

Requirements

• Bachelor's degree in Business, Accounting, Finance, or related field preferred or equivalent experience.
• 1-2 years of experience in account management, client relations, or sales, preferably in the software or professional services industry.
• Basic understanding of tax and accounting processes and software solutions.
• Strong communication skills with the ability to build relationships with clients at various levels.
• Proven ability to manage multiple accounts efficiently and effectively.
• Basic data analysis skills and the ability to translate insights into action plans.
• Experience with CRM systems and Microsoft Office Suite.
• Strong problem-solving skills and the ability to work both independently and as part of a team.
• Excellent time management and organizational skills.
• Customer-centric mindset with a focus on building long-term client relationships.
• Self-motivated with the ability to prioritize tasks and meet deadlines in a fast-paced environment.

Benefits

• Comprehensive benefit plans; flexible and supportive benefits for work-life balance; company-wide Mental Health Days Off; Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing.
• LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; Ten Thousand Coffees Thomson Reuters cafe networking.
• Eight employee-driven Business Resource Groups; two paid volunteer days annually; Environmental, Social and Governance (ESG) initiatives for local and global impact.