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As an Associate Client Executive II, you will focus on retaining client relationships and achieving revenue targets. You will manage existing accounts, coordinate upsell efforts, and ensure high-quality account support. This role offers flexibility, career growth, and competitive benefits.
The Associate Client Executive is primarily focused on leading the renewal efforts for existing accounts during renewal window and contributing to upsell sales motions within and outside the renewal window. This position is responsible for retaining existing client relationships in order to achieve client and revenue retention targets within an assigned territory or team.
About the Role
In this opportunity as an Associate Client Executive II you will:
Meet and exceed targets of increasing customer retention and overall territory value ($10mil + across 1,000-1,200 accounts)
Meet and exceed upsell targets for existing customers, through coordination with sales counterparts (2-3 sales reps)
Review existing customer accounts, assessing needs, addressing concerns and presenting new products and/or services
Provide high quality account management and support to assigned accounts as defined by management
Communicate and coordinate retention activities with other groups as appropriate
Maintain a working knowledge of company products, special sales programs and marketing efforts
Maintain knowledge of internal business systems to efficiently gather and research customer information, provide accurate pricing and discount information.
Meet and maintain established customer outreach & meeting metrics
Coordinate new sales efforts with 2-3 Sales Executives
Develop client relationships and drive territory value
About You
You're a fit for the Associate Client Executive role if your background includes:
Experience working in an account management/sales or customer service environment
Knowledge of the Accounting & Audit industry is preferred
Excellent verbal and written communication skills including ability to interact professionally with internal and external customers
Professional attitude and strong service orientation
Highly motivated with the ability to meet scheduled deadlines in a fast-paced, service-driven environment
Effective analytical and decision-making skills
Strong organizational, problem solving, and time management skills
University/college degree may be preferred, equivalent experience may be considered depending on position/department.
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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.
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.
We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here.
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More information about Thomson Reuters can be found onthomsonreuters.com.