Sales Executive, Tax

Sales Executive, Tax Workflow

The Sales Executive within our Tax & Accounting Professionals Tax Workflow segment is tasked with both retaining and expanding the existing client portfolio while also acquiring new accounts in their designated geographic region. This is a virtual position that demands exceptional telephone and written communication skills. The ideal candidate will exhibit a high degree of initiative and leverage strong business acumen to conduct comprehensive needs analyses for their accounts. To be effective, the Sales Executive must establish trust and credibility with all stakeholders by demonstrating deep knowledge of Thomson Reuters' products, services, and an understanding of the tax & accounting sector. Presentations are customized to address each client's specific requirements and proposals are clearly articulated using ROI justification to accelerate the sales process.

Attain sales and renewal targets and quotas on a monthly basis

Demonstrate the use of Tax & Accounting products to the customer

Obtain and provide territory information regarding market intelligence and penetration

Confer with and assist in customer-related issues as needed to maintain good customer relations

Complete weekly sales performance reports and completes all CRM reporting in a timely and accurate manner

Drive strategic initiatives supported by assigned account team consisting of Sales Development Representative, Customer Success Managers and Solutions Consultants to drive growth in assigned territory

Leverage sales automation tools and data insights to engage prospects and expedite sales cycles

Minimum 3 years successful SaaS sales experience in an Account Executive role

High School diploma or equivalent required; Bachelor's degree preferred

Software as a Service Sales (Saas) experience

Strong prospecting and closing skills

Strong time management and organization skills

Excellent communication & presentation skills

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

Continuous learner, flexible and open-minded, positive attitude

Collaborative, team player

High level of integrity and understanding of sales ethics

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 Toge