Associate Client Executive, Open Coverage

Thomson Reuters - Eagan, MN

Full-time - Entry Level

Eagan, MN

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About the position

As an Associate Client Executive II, you will manage and grow relationships with High Value Customers in the Tax & Accounting sector, focusing on account management, retention, renewal activities, and driving cross-sales and upsells. This role requires a proactive approach to client management, utilizing data-driven strategies to enhance customer satisfaction and long-term value.

Responsibilities

• Manage a portfolio of High Value Customers, focusing on retention, renewal, and growth opportunities.
• Conduct quarterly business reviews with clients to assess their needs, address concerns, and identify areas for improvement or expansion.
• Utilize data analytics to drive product usage and customer satisfaction beyond the first year of contract.
• Develop and implement strategies to meet or exceed assigned quota for sales (40% of compensation plan) and retention/renewals (60% of compensation plan).
• Collaborate closely with internal teams to ensure seamless customer support and problem resolution.
• Proactively identify cross-selling and upselling opportunities within the existing client base.
• Monitor and analyze client usage patterns, providing insights and recommendations to improve product adoption and satisfaction.
• Stay up to date with industry trends, tax regulations, and product updates to provide informed guidance to clients.
• Maintain accurate and detailed records of client interactions, sales activities, and account status in the CRM system.
• Contribute to the development of best practices and process improvements within the Client Executive team.

Requirements

• Bachelor's degree in business, Accounting, Finance, or related field preferred or relevant experience.
• 2-3 years of experience in account management, client relations, or sales, preferably in the tax and accounting software industry.
• Strong understanding of tax and accounting processes and software solutions.
• Excellent communication and presentation skills, with the ability to engage effectively with clients at various levels.
• Proven track record of meeting or exceeding sales and retention targets.
• Proficiency in data analysis and the ability to translate insights into actionable strategies.
• Experience with CRM systems and Microsoft Office Suite.
• Strong problem-solving skills and the ability to work independently and as part of a team.
• Excellent time management and organizational skills.
• Customer-centric mindset with a passion for building and maintaining long-term client relationships.