Senior Sales Executive – SafeSend/SurePrep

📋 Description

• Act as a subject matter authority on SafeSend Returns (SSR) and SurePrep, effectively communicating their benefits to accounting firms and their clients.

• Function in an overlay role, collaborating with Tax Workflow sales representatives to develop strategies, align on territory plans, and collectively drive sales achievements.

• Manage the complete sales cycle—from identifying opportunities to closing deals—including resolving objections, negotiating terms, and addressing EULA issues.

• Create and present sales forecasts, insights on territories, and performance metrics.

• Generate and qualify leads through various channels such as webinars, trade shows, firm lists, sales campaigns, and cross-selling within the current SafeSend and SurePrep client base.

• Work together on pricing strategies, product quotations, and best practices for CRM to ensure timely and accurate data capture.

• Consistently achieve or surpass monthly, quarterly, and annual sales targets.

• Serve as a mentor and resource for Associate and Sales Executives, enhancing team development and knowledge sharing.

⛳️ Requirements

• A minimum of 5 years of successful sales experience in software solutions, ideally within B2B or professional services settings.

• High school diploma (required); college degree (preferred).

• Demonstrated ability to manage complex sales cycles and foster long-term client relationships.

• Strong collaborative skills and experience in matrixed sales environments.

• Exceptional communication, negotiation, and presentation abilities with senior decision-makers.

• A strategic thinker capable of aligning product solutions with customer business needs.

• Familiarity with accounting and tax firm operations (preferred).

• Excellent organizational skills and responsiveness.

• A positive and energetic demeanor with a strong drive for results and continuous improvement.

• Experience with Salesforce CRM or similar tools (preferred).

🏝️ Benefits

• 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 that 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: We have a globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We abide by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.

• Social Impact: Make a difference in your community through our Social Impact Institute. We provide employees with two paid volunteer days off annually and opportunities to engage in 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 assists its customers in pursuing justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, facilitate commerce, identify wrongdoers, report facts, and provide trustworthy, unbiased information to people worldwide.

• Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. Additionally, Thomson Reuters offers leading work-life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, and sabbatical leave.

• These benefits meet or exceed the requirements for paid time off according to any applicable state or municipal laws.

• Lastly, Thomson Reuters provides 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 the employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.