Associate Client Executive II, Open Coverage

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.

In this Open Coverage role, you will:

• Provide flexible support across the sales organization

• Cover for team members on leave or assist with high-demand territories

• Temporarily fill gaps where additional coverage is needed

• Eventually transition to a territory aligned role (timeline to be determined)

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.

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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 super