Associate Client Executive II

Thomson Reuters; United States; Remote; USD 50,000 - 90,000; Full time

Job summary

A forward-thinking company is seeking an Associate Client Executive II to enhance client relationships in the Tax & Accounting sector. This role involves managing high-value accounts, driving retention and growth through strategic upselling and cross-selling. The ideal candidate will leverage data analytics to improve customer satisfaction and product usage while collaborating with internal teams to resolve client issues. Join a dynamic organization that values diversity, inclusion, and professional development, and play a key role in shaping the future of client engagement in a rapidly evolving industry.

Benefits

Comprehensive benefit plans

Mental Health Days Off

Headspace app subscription

Tuition reimbursement

Employee incentive programs

LinkedIn Learning access

Paid volunteer days

Flexible work environments

Qualifications

• 2-3 years of experience in account management or sales preferred.
• Strong understanding of tax and accounting processes required.

Responsibilities

• Manage a portfolio of Growth Accounts focusing on retention and expansion.
• Utilize data analytics to track account performance and identify trends.

Skills

Account Management

Client Relations

Data Analysis

Sales Strategies

Communication Skills

Problem-Solving Skills

Time Management

Education

Bachelor's degree in Business, Accounting, Finance

Tools

CRM Systems

Microsoft Office Suite

Job description

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.

Key Responsibilities:

• Manage a portfolio of Growth Accounts, focusing on retention, increased usage, and account expansion.
• Conduct semi-annual business reviews with clients to assess their needs, address concerns, and identify growth opportunities.
• Implement strategies to increase product adoption and usage among existing clients.
• Identify and pursue opportunities to upsell and cross-sell within the assigned account base.
• Monitor client satisfaction and engagement levels, addressing any issues promptly to ensure retention.
• Collaborate with internal teams to resolve client issues and ensure smooth product implementation and support.
• Utilize data analytics to track account performance and identify trends that could lead to increased spend or usage.
• Strategically drive cross-sales and upsells within Growth Accounts, with the goal of increasing their overall spend to transition them into the High Value Account (HVA) tier.
• Maintain accurate and up-to-date records of client interactions and account status in the CRM system.
• Stay informed about product updates, industry trends, and tax regulations to provide valuable insights to clients.
• 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 equivalent experience.
• 2-3 years of experience in account management, client relations, or sales, preferably in the software or professional services industry.
• Strong understanding of tax and accounting processes and software solutions.
• Excellent communication skills with the ability to build relationships 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 both independently and as part of a team.
• Excellent time management and organizational skills.
• Customer-centric mindset with a focus on building long-term client relationships.
• Self-motivated with the ability to prioritize tasks and meet deadlines in a fast-paced environment.

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.

What’s in it For You?

• Culture: Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more.
• Wellbeing: Comprehensive benefit plans; flexible and supportive benefits for work-life balance; company-wide Mental Health Days Off; Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing.
• Learning & Development: LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; Ten Thousand Coffees Thomson Reuters café networking.
• Social Impact: Eight employee-driven Business Resource Groups; two paid volunteer days annually; Environmental, Social and Governance (ESG) initiatives for local and global impact.
• Purpose Driven Work: 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. These benefits meet or exceed the requirements of paid time off in accordance with any applicable state or municipal laws.

Do you want to be part of a team helping re-invent the way knowledge professionals work? At Thomson Reuters, we’ve been doing just that for almost 160 years. Our industry-leading products and services include highly specialized information-enabled software and tools for legal, tax, accounting and compliance professionals combined with the world’s most global news services – Reuters.

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 that celebrate diversity and inclusion. 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.

Accessibility

As a global business, 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/Affirmative Action 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.