Client Executive, Tax Large

Thomson Reuters•Ann Arbor, MI

3d•Hybrid

About The Position

The Client Executive, Tax Large is part of a high-performing sales organization supporting Tax & Accounting professionals. The team helps new and existing customers make informed business decisions and manage a changing business environment through specialized information-enabled software and tools, including products that use AI and machine learning. Success is measured by sales and retention targets as well as customer and employee satisfaction. This role focuses on retaining and renewing existing customers, consulting with them about their needs and goals, and identifying suitable solutions. The Client Executive manages higher-complexity deals, engages customers proactively, addresses concerns and cancellations, and supports territory growth. The role uses insight-driven Salesforce workflows and partners with Sales Specialists when deeper product expertise is needed.

Requirements

High school diploma.
At least 3 years of consultative sales experience, specifically working with enterprise-level accounts.
Multi-product orientation.
Agility, resiliency, and grit.
Organizational and communication skills.
Integrity and professionalism.

Nice To Haves

Bachelor’s degree.

Responsibilities

Drive customer retention and achieve renewal targets by engaging existing customers.
Consult with customers to understand their needs and goals, identify opportunities, recommend appropriate solutions, and improve operations.
Manage higher-complexity deals, including ongoing proactive outbound engagement.
Identify the best virtual channel for customer engagement.
Validate customer needs, shape product plans, and drive deals to close.
Address client cancellations and concerns by aligning client value to cost and negotiating solutions.
Support the development and execution of territory growth strategies.
Maintain core knowledge across products within the subsegment and engage Sales Specialists when deep product expertise is needed to close a deal.
Understand prevalent customer archetypes and needs within the subsegment and territory.
Use an automated, insight-driven Salesforce workflow to progress deals.

Benefits

Flexible vacation and flexible work arrangements, including work from anywhere for up to 8 weeks per year.
Two company-wide Mental Health Days off annually.
Access to the Headspace app.
Retirement savings plan with company match.
Tuition reimbursement.
Employee incentive programs.
Resources for mental, physical, and financial wellbeing.
Health, dental, vision, disability, and life insurance.
Paid holidays.
Parental leave.
Sabbatical leave.
Paid volunteer days: two annually.
Optional hospital, accident, and sickness insurance.
Optional life and AD&D insurance.
Flexible Spending and Health Savings Accounts.
Fitness reimbursement.
Employee Assistance Program.
Group Legal Identity Theft Protection benefit.
Access to a 529 Plan.
Commuter benefits.
Adoption and surrogacy assistance.
Employee Stock Purchase Plan.