Sales Executive - SafeSend & SurePrep

Thomson Reuters • Frisco, TX

16d • Hybrid

About The Position

We’re looking for a driven and collaborative Sales Executive to help accelerate growth for our award-winning and market-leading SafeSend Returns (SSR) and SurePrep solutions. This is an overlay sales role, where you’ll work in close partnership with our Tax Workflow sales representatives, who own the full sales bag. You’ll take ownership of the sales cycle for SafeSend and SurePrep opportunities, build trusted relationships with accounting firms, and contribute to delivering integrated solutions that improve client experience and firm efficiency. About the Role Become a product expert in SafeSend Returns (SSR) and SurePrep, understanding their value to accounting firms and their clients. Operate in an overlay capacity, partnering with Tax Workflow sales reps to identify opportunities, align on territory strategy, and co-sell solutions. Manage the full sales cycle—from lead qualification to close—including handling objections, negotiating terms, and addressing EULA concerns. Prepare sales forecasts, reporting, and territory insights. Generate leads through inbound inquiries, outbound outreach, webinars, tradeshows, firm lists, and cross-selling within the existing SafeSend and SurePrep customer base. Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture. Consistently meet or exceed monthly, quarterly, and annual sales goals. Contribute to team knowledge sharing and support onboarding of Associate Sales Executives as needed.

Requirements

• Must be able to work West Coast hours
• 2–4 years of successful sales experience, ideally in software solutions or B2B environments.
• A high school diploma (required); college degree (preferred).
• Proven ability to manage sales cycles and build strong client relationships.
• Experience working in collaborative sales environments, especially in overlay or matrixed roles.
• Excellent communication, negotiation, and presentation skills.
• A strategic mindset with the ability to align product solutions to customer business needs.
• Strong organizational skills and responsiveness.
• A positive, energetic attitude with a drive for results and continuous learning.

Nice To Haves

• Familiarity with accounting and tax firm operations (preferred).
• Experience with Salesforce CRM or similar tools (preferred).

Responsibilities

• Become a product expert in SafeSend Returns (SSR) and SurePrep, understanding their value to accounting firms and their clients.
• Operate in an overlay capacity, partnering with Tax Workflow sales reps to identify opportunities, align on territory strategy, and co-sell solutions.
• Manage the full sales cycle—from lead qualification to close—including handling objections, negotiating terms, and addressing EULA concerns.
• Prepare sales forecasts, reporting, and territory insights.
• Generate leads through inbound inquiries, outbound outreach, webinars, tradeshows, firm lists, and cross-selling within the existing SafeSend and SurePrep customer base.
• Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture.
• Consistently meet or exceed monthly, quarterly, and annual sales goals.
• Contribute to team knowledge sharing and support onboarding of Associate Sales Executives as needed.

Benefits

• Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.
• 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 flexible work arrangements, including work from anywhere for up to 8 weeks per year, 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 flexible vacation, 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.
• Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.
• In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED