Client Executive Manager, Tax & Accounting

The Client Executive Manager will lead their team of professionals towards achieving retention and upsell targets within Tax Workflow Mid-Market segment. The CE Manager will direct their team by focusing on priority touchpoints, leveraging sales enablement tools, and sales process, to generate opportunities to facilitate conversations that reinforce the value of current TR solutions and recommend additional resources that help solve our customer’s problems.

About the Role
In this opportunity as Client Executive Manager, you will:

• Maximize total renewals and new sales growth by promoting the sale of industry leading research, tax compliance, accounting & audit, and advisory products
• Recruit, coach and develop an effective team of sales professionals capable of delivering retention targets, new sales quotas, key product sales.
• Direct sales professionals on retention management and forecasting.
• Direct and inspect use of technology – enablement tools, and CRM compliance.
• Work with Marketing on campaigns, incentives and promotions and ensure focus toward attainment of channel / department goals and objectives.
• Partner with sales leadership to ensure alignment with retention and sales objectives as well as departmental ownership of talent development.
• Monitor performance through call monitoring, personal interaction, activity review and other measures to ensure customers are receiving prompt, courteous and efficient service.
• Collaborate and partner with sales support channels; Marketing, Field Sales, Finance, Human Resources etc; to enable maximum opportunity to successfully attain goals.
• Proactively identify and respond to issues in the department that affect teamwork and goal attainment.
• Provide innovative and creative solutions, in addition to leveraging peers, in the resolution process.
• Counsel and provide guidance towards employee relations situations and performance management concerns.
• Conduct annual performance and salary reviews.
• Work with organizations throughout Thomson Reuters to ensure customer accounts are handled efficiently and accurately and customer issues are resolved in a timely manner.
• Maintain a working knowledge of company products, special sales programs and marketing efforts within the sales division.
• Builds rapport and relationships with internal and external customers through prompt, courteous, efficient, and professional service.
• Identifies gaps and other opportunities to improve sales attainment capabilities.
• Adhere to ethical standards contained in the Thomson Reuters Code of Conduct while servicing customers and meeting department goals.
• Assumes other responsibilities as required or requested by Leadership.

Core Leadership Values

• Commitment to People
• Creates an environment to attract the best and brightest people
• Retains the right people through coaching, development and personal growth
• Recognizes behaviors and contributions
• Embraces change and diverse perspectives.
• Serve as a model of behavioral change, influencing others to purse self-discovery and self-development
• Takes ownership and accountability, commit to outcomes Customer First
• Displays a deep understanding of our customers, applies knowledge of business and market dynamics to provide value-add solutions and services

Delivering Results:

• Drives change, innovation and accountability by executing on goals and initiatives
• Able to understand when and where to make adjustments to business operations in order to meet objectives
• Collaboration Builds constructive relationships across the organization with key business partners - including channel teammates, Segment, NPD, HR and Finance - to drive the business forward.

About You

You’re a fit for the role of Client Executive Manager if you:

• B.S. in business or related area and/or like work experience desired.
• MBA or CPA License Preferred.
• 5+ years experience with successful sales in Business to Business marketplace
• Sales management experience, preferably in the tax and accounting market
• Experience with Coaching Sales Process, product training and professional development
• Telemarketing or consultative sales related experience strongly preferred
• Proven record of successful sales performance a plus
• Ambitious self-starter with high energy and motivation
• Exceptional oral communication and relationship building skills
• Excellent organizational skills
• Ability to interact effectively with a professional client base and convey a professional demeanor during all customer exchanges
• Ability to adapt to change Computer proficiency in Microsoft office and technology aptitude for internal