Sales Executive, Bank Sales

About the Role

As an Account Executive in our Tax & Accounting Professionals (Audit) Confirmation segment, you will drive revenue growth through strategic account management and new business development. You’ll leverage your initiative and business acumen to conduct comprehensive needs analyses, building trust and credibility with stakeholders through deep knowledge of Thomson Reuters' solutions and the tax and accounting industry. A successful Account Executive has the ability to create customized client presentations, conduct product demos and deliver ROI-focused proposals that demonstrate clear value, accelerate decision-making, positioning you as strategic partner who understands client needs and delivers measurable business impact through tailored solutions.

• Drive new business acquisition with banks, managing the full sales cycle from prospecting and lead generation to negotiation and closing new opportunities.

• Develop and execute a territory sales plan to achieve and exceed assigned revenue targets.

• Demonstrate expert knowledge of Confirmation and Asset Verification products, effectively positioning their value and tailored solutions to client needs.

• Build and maintain strong, long-term client relationships, understanding business needs, and assisting with customer issues to ensure satisfaction.

• Maintain accurate pipeline and forecast data using Salesforce CRM, adhering to sales processes and leveraging sales automation tools.

• Collaborate cross-functionally with Marketing, Customer Success, Product, and other teams to support client acquisition and retention.

• Stay current on industry trends and the competitive landscape to strategically position Thomson Reuters’ value proposition.

About You

• Bachelor’s degree in Business, Finance, Marketing, or related field preferred

• 3+ years of B2B sales experience, preferably in financial technology (FinTech), SaaS, or professional services.

• Proven track record of exceeding sales targets and managing complex sales cycles.

• Excellent interpersonal skills, with the ability to communicate effectively with management and cross-functional teams, for both technical and non-technical audiences

• Ability to thrive in a fast-paced, target-driven environment with strong prospecting and closing skills

• Skilled at conflict resolution and problem-solving to achieve win-win outcomes; Excellent time management & organization skills

• Highly proficient in MS Office suite, utilizing a CRM (such as Salesforce preferred) and overall technical aptitude

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What’s in it For You?

• Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.

• 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 flexible work arrangements, including work from anywhere for up to 8 weeks per year, 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 flexible vacation, 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: