Senior Sales Executive, Tax Workflow

This is a fully remote position, open to applicants in Michigan, +2 more states.

📋 Description

• Drive revenue growth and enhance existing customer relationships within a specified territory.

• Meet monthly goals for new business acquisition, expansion, and renewals.

• Manage the entire sales process from prospecting and discovery to closing and expansion.

• Conduct product demonstrations for Thomson Reuters’ Tax & Accounting workflow solutions, including CoCounsel Tax, SafeSend & SurePrep, UltraTax, and ONESOURCE.

• Identify, qualify, and close sales opportunities through a consultative and solutions-oriented approach.

• Utilize Salesforce, Flash, EMS, Gong, and other sales technologies to oversee the sales pipeline, prioritize activities, and expedite deal cycles.

• Keep accurate records of territory, pipeline, and forecasting data in CRM systems.

• Gather and share insights on market intelligence, competitive analysis, and territory trends.

• Collaborate with Sales Development Representatives, Account Specialists, Customer Success Managers, Solutions Consultants, and other cross-functional teams.

• Engage in sales meetings, enablement sessions, and team events.

• Provide mentorship to other Sales Executives.

⛳️ Requirements

• A minimum of 6 years of successful quota-carrying SaaS sales experience (Account Executive or equivalent).

• Proven track record of consistently meeting or exceeding targets in a mid-market or transactional sales environment, particularly with complex deals.

• Strong capabilities in phone-based and virtual selling, including skills in discovery, objection handling, and closing.

• Demonstrated ability to manage a high volume of deals while ensuring pipeline accuracy and forecasting discipline.

• Advanced proficiency with CRM and sales enablement tools, with a preference for Salesforce and Gong.

• Excellent time management, prioritization, and organizational abilities.

• High level of integrity, professionalism, and a commitment to continuous learning.

• Experience in or familiarity with the Tax and Accounting industry is preferred.

🏝️ Benefits

• Flexible work arrangements, including the ability to work from anywhere for up to 8 weeks each year.

• Flexible vacation policy.

• Two company-wide Mental Health Days off.

• Access to the Headspace app.

• Retirement savings options.

• Tuition reimbursement program.

• Employee incentive programs.

• Resources for mental, physical, and financial wellbeing.

• Two paid volunteer days off each year.

• Health, dental, vision, disability, and life insurance coverage.

• Competitive 401k plan with company matching contributions.

• Generous vacation, sick, and safe paid time off.

• Paid holidays, including two company mental health days off.

• Parental leave benefits.

• Sabbatical leave opportunities.

• Optional hospital, accident, and sickness insurance fully paid by the employee.

• Optional life and AD&D insurance fully paid by the employee.

• Flexible Spending Accounts and Health Savings Accounts.

• Fitness reimbursement program.

• Employee Assistance Program.

• Group Legal Identity Theft Protection benefit fully paid by the employee.

• Access to a 529 Plan.

• Commuter benefits.

• Adoption & Surrogacy Assistance.

• Employee Stock Purchase Plan.

• Flexible and supportive benefits and wellbeing programs.