Associate Client Executive II

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. The ideal candidate will be results-driven, analytical, and passionate about delivering exceptional client experiences.

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

• 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.

• 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.

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What’s in it For You?

• 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 commitment of 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 paid leave, 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.