Account Manager, Tax/Trade

This is a fully remote position, open to applicants in Illinois, +3 more states.

📋 Description

• Drive Outcomes: Take charge of identifying and cultivating opportunities within commercial accounts in a designated territory;

• Sales Management: Oversee the sales cycle from prospect identification, collaborating with various internal teams to align necessary resources, all the way to closing the sale;

• Relationship Management: Nurture customer relationships after the initial sale for potential upselling;

• Effective Communication: Maintain a regular communication flow with management and promptly update all activities in our CRM (SFDC) and other relevant systems and tools;

• Achieving Goals: Meet or exceed quarterly and annual sales targets;

• Market and Client Insights: Provide territory market and competitive insights to Thomson Reuters to inform internal business strategies and decisions.

⛳️ Requirements

• Possess a bachelor’s degree or equivalent experience in sales;

• Minimum of 5 years’ experience in consultative sales, successfully closing complex software and service sales while ensuring customer satisfaction; knowledge in accounting/tax is advantageous;

• Demonstrated history of selling consulting/professional services engagements, effectively balancing new business development, account expansion, and upselling while consistently achieving significant quotas;

• Strong executive presence and skills in engaging with C-suite executives, capable of delivering compelling product demonstrations and presentations to both small and large audiences;

• Proven experience in developing accurate sales forecasts and reports to aid management decision-making, while demonstrating strong organizational and time-management capabilities in fast-paced, results-oriented settings;

• Established ability to implement innovative sales strategies and lead complex negotiations to successful agreement closure;

• Excellent communication, collaboration, and cross-functional partnership skills, with a track record of successful collaboration with Sales Consultants, Lead Generation, Professional Services, Product Development, and Marketing;

• Proficient in essential sales and business tools, including SFDC, email, Excel, Word, PowerPoint, Teams, Zoom, and expense/travel management systems.

🏝️ Benefits

• Flexibility & Work-Life Balance: Flex My Way encompasses a range of supportive workplace policies aimed at helping you manage personal and professional responsibilities, whether it's caring for family, engaging with the community, or taking time to recharge.

• Career Development and Growth: We promote a culture of continuous learning and skill enhancement, equipping our talent to face future challenges and deliver practical solutions.

• Industry Competitive Benefits: Our comprehensive benefits package includes flexible vacation options, two company-wide Mental Health Days off, access to the Headspace app, retirement savings plans, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

• Culture: We have a globally recognized, award-winning reputation for inclusion and belonging, offering flexibility, work-life balance, and more.

• Social Impact: Contribute to your community through our Social Impact Institute. We provide employees with two paid volunteer days off each year and opportunities to participate in pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.

• Comprehensive benefits package including health, dental, vision, disability, life insurance, a competitive 401k plan with company match, and optional insurance programs.