Associate Client Executive II, Tax Mid-Market (SUREPREP)

About the Organization  
SurePrep's software solutions 1040SCAN, SPbinder and TaxCaddy plus onshore and offshore tax preparation outsource services allow accounting firms to increase productivity and profitability while promoting a completely digital tax workflow. SurePrep provides the most automated solutions available to streamline the entire 1040 process for both the CPA and taxpayer.   
 
SurePrep is comprised of a dynamic, inclusive, and outstanding team. We seek out the brightest candidates capable of tackling the ever-evolving tech industry while maintaining a reputation over 20 years. We’re looking for hard-working, passionate people to help us reshape the tax and accounting industry. We encourage fresh ideas that will drive us toward our goals. 
 
About the Role:  
In this opportunity as an Associate Client Executive II, you will: 
 
Maximize business potential through strong relationship management and consultative sales techniques. 
Present and demonstrate the value of SurePrep’s products and services to existing SurePrep Clients 
Maintain a comprehensive and accurate knowledge of SurePrep’s offerings and industry trends 
Manage renewal process for assigned client base and identify additional revenue opportunities from such clients 
Assist clients through email, phone, online presentations, and in person meetings 
Monitor and analyze Client’s usage of SurePrep’s products and services 
Building long-lasting, mutually beneficial relationships with external contacts and internal departments to create a superior clients experience 
Compile and analyze data to find trends 
Maintaining accurate client data within Salesforce.com and other client databases 
Participate in events and conferences on behalf of Sureprep 
 
About You:  
You're a fit for the role of Associate Client Executive II if you:  
 
BA/BS or equivalent experience preferred 
2+ years prior sales experience preferred 
Tax and accounting experience is desired but not required 
Experience with a CRM System, preferably Salesforce, is a must 
Strong verbal and written communication skills 
Ability to collect, track, and analyze larger amounts of data 
 
What's in it for you! 
You will join our inclusive culture of world-class talent, where we are committed to your personal and professional growth through:  
Wellbeing: Comprehensive benefit plans; flexible and supportive benefits for work-life balance: flexible vacation, two company-wide Mental Health Days Off; work from another location for up to a total of 8 weeks in a year, 4 of those weeks can be out of the country and the remaining in the country, Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing. 
Culture: Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more. 
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.  
Compensation: Base salary and a variable compensation that is directly related to your success 
#LI-VR1 

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 transparen