Associate Client Executive II, Open Coverage

Thomson Reuters
life insurance, parental leave, paid time off, paid holidays, tuition reimbursement, 401(k)
United States, Texas, Frisco
Apr 08, 2025
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. In this Open Coverage role, you will: Provide flexible support across the sales organization Cover for team members on leave or assist with high-demand territories Temporarily fill gaps where additional coverage is needed Eventually transition to a territory aligned role (timeline to be determined) Key Responsibilities: Manage a portfolio of High Value Customers, focusing on retention, renewal, and growth opportunities. Conduct quarterly business reviews with clients to assess their needs, address concerns, and identify areas for improvement or expansion. Utilize data analytics to drive product usage and customer satisfaction beyond the first year of contract. 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. Strong understanding of tax and accounting processes and software solutions. 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. This position offers a unique opportunity to play a pivotal role in managing and growing our high-value client relationships while contributing to the overall success of our Tax & Accounting organization. The ideal candidate will be results-driven, analytical, and passionate about delivering exceptional client experiences. #LI-DM1 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. In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The target total cash compensation range varies across locations. For any eligible US locations, unless otherwise noted, the target total cash compensation range for this role is $77,000 - $143,000. This is inclusive of both base pay and any target sales incentive. Pay is positioned within the range based on several factors including an individual's knowledge, skills and experience with consideration given to internal equity. Base pay and any target sales incentive are part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs. About Us Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news. 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. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward. As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace. 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