Associate Client Executive II, Tax Mid-Market (SUREPREP)
SurePrep provides outsourced tax preparation services for accountants and small business owners across North America. We are seeking a sales professional to join our team of highly skilled professionals as an Associate Client Executive in the Mid-Market segment. As part of this role, you will be responsible for managing client relationships within your territory, building strong rapport with prospects and clients, selling products, and working with internal teams on deal closing.
About the Role
In this opportunity as Associate Client Executive, you will:
Manage client relationships within assigned territory by providing exceptional service and support throughout the entire client lifecycle
Build strong rapport with prospects and clients through effective communication, relationship building, and understanding their needs and goals
Sell products and services using consultative selling techniques and work with internal teams to close deals
Provide product training and guidance to customers
Work closely with cross functional teams such as finance, operations, and marketing to ensure successful delivery of services
Collaborate with other departments to develop new products or enhancements to existing products
Develop innovation strategies to drive growth and improve customer satisfaction
Analyze data to identify trends, opportunities, and areas for improvement
Continuously learn and stay up to date on industry best practices, changes in technology, and updates to relevant laws and regulations
About You
You’re a fit for the role of Associate Client Executive if your background includes:
Bachelor's degree in Business Administration, Finance, or related field
2+ years of experience in sales, preferably in software/technology industries
Excellent verbal and written communication skills, including ability to deliver large group presentations
Strong interpersonal skills and ability to build relationships quickly
Ability to analyze complex information and make sound decisions
Proven track record of success in a fast paced environment
Ability to manage multiple tasks simultaneously and prioritize effectively
Self-motivated individual who can work independently but also collaborates well with others
Proficiency in Microsoft Office suite and familiarity with CRM tools
Knowledge of tax preparation processes preferred
What’s in it For You?
At Thomson Reuters, our people are our greatest assets. Here are some of the benefits we offer for your personal and professional growth:
Culture: Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more.
Wellbeing: Comprehensive benefit plans; flexible and supportive benefits for work-life balance; company-wide Mental Health Days Off; Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing.
Learning & Development: LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; Ten Thousand Coffees Thomson Reuters café networking.
Social Impact: Eight employee-driven Business Resource Groups; two paid volunteer days annually; Environmental, Social and Governance (ESG) initiatives for local and global impact.
Purpose Driven Work: We have a superpower that we’ve never talked about with as much pride as we should – we are one of the only companies on the planet 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.
Do you want to be part of a team helping re-invent the way knowledge professionals work? How about a team that works every day to create a more transparent, just and inclusive future? At Thomson Reuters, we’ve been doing just that for almost 160 years. Our industry-leading products and services include highly specialized information-enabled software and tools for legal, tax, accounting and compliance professionals combined with the world’s most global news services – Reuters. We help these professionals do their jobs better, creating more time for them to focus on the things that matter most: advising, advocating, negotiating, governing and informing.
We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments that celebrate diversity and inclusion. At a time when objectivity, accuracy, fairness and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.
Accessibility
As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.
We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.
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More information about Thomson Reuters can be found on https://thomsonreuters.com.
