Associate Sales Executive, SafeSend & SurePrep

Thomson Reuters Corporation•Ann Arbor, MI

66d

About The Position

Join a dynamic team driving growth for our award-winning and market-leading SafeSend Returns (SSR) and SurePrep solutions. In this overlay sales role, you'll become a product expert and trusted advisor to accounting firms, helping them streamline client interactions and improve operational efficiency. You'll work in close partnership with our Tax Workflow sales representatives, who own the full sales bag, to jointly drive sales success. Your focus will be on identifying and closing opportunities specific to SafeSend and SurePrep, while collaborating to deliver holistic solutions to our customers. As an Inside Sales Representative, you will: Become an expert in SafeSend Returns (SSR) and SurePrep, understanding the value they bring to accounting firms and their clients. Operate in an overlay sales capacity, partnering closely with Tax Workflow sales reps to support broader solution selling and drive adoption of SafeSend and SurePrep products. Manage the full sales cycle-from lead qualification to closing-including handling objections, negotiating terms, and addressing EULA concerns. Prepare sales forecasts and reporting for your assigned territory or client base. Generate leads through multiple channels: inbound inquiries, outbound calls, webinars, tradeshows, firm lists, sales campaigns, and cross-selling within the existing SafeSend and SurePrep customer base. Meet or exceed monthly, quarterly, and annual sales goals, including revenue targets and demo placements. Maintain CRM hygiene by capturing critical firm data (e.g., tax compliance systems, return volumes, delivery methods). Prepare product quotes and pricing details. Demonstrate resourcefulness and a "do what it takes" attitude to drive results.

Requirements

1-2 years of successful sales experience, ideally in software solutions for businesses.
A high school diploma (required); college degree (preferred).
Self-motivation and the ability to work independently and collaboratively in a small team environment.
A proven track record of exceeding sales quotas and goals.
Strong relationship-building, negotiation, and interpersonal skills.
Excellent communication and presentation abilities, especially with decision-makers.
A positive, winning attitude and a highly collaborative mindset.
Strong organizational skills and responsiveness.
Exceptional listening and presentation skills.
Initiative, persistence, and a competitive spirit.

Nice To Haves

Familiarity with professional tax preparation and accounting firm environments (preferred).
Experience with Salesforce CRM (preferred).

Responsibilities

Become an expert in SafeSend Returns (SSR) and SurePrep, understanding the value they bring to accounting firms and their clients.
Operate in an overlay sales capacity, partnering closely with Tax Workflow sales reps to support broader solution selling and drive adoption of SafeSend and SurePrep products.
Manage the full sales cycle-from lead qualification to closing-including handling objections, negotiating terms, and addressing EULA concerns.
Prepare sales forecasts and reporting for your assigned territory or client base.
Generate leads through multiple channels: inbound inquiries, outbound calls, webinars, tradeshows, firm lists, sales campaigns, and cross-selling within the existing SafeSend and SurePrep customer base.
Meet or exceed monthly, quarterly, and annual sales goals, including revenue targets and demo placements.
Maintain CRM hygiene by capturing critical firm data (e.g., tax compliance systems, return volumes, delivery methods).
Prepare product quotes and pricing details.
Demonstrate resourcefulness and a "do what it takes" attitude to drive results.

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.

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