About the Role

As an Associate Client Executive II, you will play a crucial role in managing and growing relationships with our High Value Customers in the Tax & Accounting sector. This position focuses on our highest value customers within our Tax Workflow products. You will be responsible for account management, retention, renewal activities, and driving cross-sales and upsells. This role requires a proactive approach to client management, utilizing data-driven strategies to enhance customer satisfaction and long-term value.

Key Responsibilities:

Manage a portfolio of High Value Customers, focusing on retention, renewal, and growth opportunities.

Conduct quarterly business reviews with clients to assess their needs, address concerns, and identify areas for improvement or expansion.

Utilize data analytics to drive product usage and customer satisfaction beyond the first year of contract.

Develop and implement strategies to meet or exceed assigned quota for sales (40% of compensation plan) and retention/renewals (60% of compensation plan).

Collaborate closely with internal teams to ensure seamless customer support and problem resolution.

Proactively identify cross-selling and upselling opportunities within the existing client base.

Monitor and analyze client usage patterns, providing insights and recommendations to improve product adoption and satisfaction.

Stay up to date with industry trends, tax regulations, and product updates to provide informed guidance to clients.

Maintain accurate and detailed records of client interactions, sales activities, and account status in the CRM system.

Contribute to the development of best practices and process improvements within the Client Executive team.

About You

Bachelor’s degree in business, Accounting, Finance, or related field preferred or relevant experience.

2-3 years of experience in account management, client relations, or sales, preferably in the tax and accounting software industry.

Strong understanding of tax and accounting processes and software solutions.

Excellent communication and presentation skills, with the ability to engage effectively with clients at various levels.

Proven track record of meeting or exceeding sales and retention targets.

Proficiency in data analysis and the ability to translate insights into actionable strategies.

Experience with CRM systems and Microsoft Office Suite.

Strong problem-solving skills and the ability to work independently and as part of a team.

Excellent time management and organizational skills.

Customer-centric mindset with a passion for building and maintaining long-term client relationships.

This position offers a unique opportunity to play a pivotal role in managing and growing our high-value client relationships while contributing to the overall success of our Tax & Accounting organization. The ideal candidate will be results-driven, analytical, and passionate about delivering exceptional client experiences.

#LI-DM1

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.

Protect yourself from fraudulent job postings click here to know more.

More information about Thomson Reuters can be found on https://thomsonreuters.com.