Client Executive, Tax Large
About The Position
The Client Executive supports a high-performing sales organization serving Tax and Accounting professionals. The role engages new and existing customers with specialized information-enabled software and tools, helping them make informed business decisions and manage a changing business environment. Success is measured through sales and retention targets, as well as customer and employee satisfaction. The position focuses primarily on retaining customers and achieving renewal targets through consultative engagement. The Client Executive handles higher-complexity deals, proactively engages customers, identifies suitable virtual channels, validates customer needs, shapes product plans, and advances deals to close. The role also supports territory growth strategies, uses Salesforce workflows to progress opportunities, 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 and identify opportunities and solutions that meet or exceed those needs and improve operations.
- Manage higher-complexity deals, including ongoing proactive outbound engagement.
- Identify the best virtual channel for engaging customers.
- Validate customer needs, shape product plans, and drive deals to close.
- Address client cancellations and concerns by aligning client value with 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 customer archetypes and needs prevalent within the subsegment and territory.
- Use an automated, insight-driven Salesforce workflow to progress deals.
Benefits
- Flexible hybrid working environment for office-based roles.
- Work-from-anywhere option for up to 8 weeks per year.
- Flexible vacation and paid time off.
- Two company-wide mental health days off.
- Access to the Headspace app.
- Retirement savings plan and 401(k) plan with company match.
- Tuition reimbursement.
- Employee incentive programs.
- Health, dental, vision, disability, and life insurance.
- Paid holidays.
- Parental leave.
- Sabbatical leave.
- Flexible Spending and Health Savings Accounts.
- Fitness reimbursement.
- Employee Assistance Program.
- Commuter benefits.
- Adoption and surrogacy assistance.
- Employee Stock Purchase Plan.
- Two paid volunteer days off annually.
- Career development and continuous learning programs.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
