Hybrid Sales Exec: SafeSend & SurePrep

Thomson Reuters; Frisco (TX); Hybrid; USD 137,000 - 254,000; Full time

Benefits offered by this job

Hybrid work model

Flex My Way

Career development

Industry benefits

Culture

Social impact

Real-world impact

Job summary

Thomson Reuters is seeking a driven Sales Executive to accelerate growth for SafeSend Returns (SSR) and SurePrep. You will own the sales cycle in an overlay role, partnering with Tax Workflow reps and building trusted relationships with accounting firms.

You'll manage from lead to close, forecast and report territory insights, and collaborate on pricing and quotes while driving to meet or exceed sales goals. Hybrid work and comprehensive rewards are included.

Qualifications

• 2–4 years of successful sales experience, ideally in software solutions or B2B environments.
• A high school diploma (required); college degree (preferred).
• Proven ability to manage sales cycles and build strong client relationships.
• Experience working in collaborative sales environments, especially in overlay or matrixed roles.
• Excellent communication, negotiation, and presentation skills.
• A strategic mindset with the ability to align product solutions to customer business needs.
• Familiarity with accounting and tax firm operations (preferred).
• Strong organizational skills and responsiveness.
• A positive, energetic attitude with a drive for results and continuous learning.
• Experience with Salesforce CRM or similar tools (preferred).

Responsibilities

• Become a product expert in SafeSend Returns (SSR) and SurePrep.
• Operate in an overlay capacity, partnering with Tax Workflow sales reps.
• Manage the full sales cycle—from lead qualification to close.
• Prepare sales forecasts, reporting, and territory insights.
• Generate leads through inbound inquiries, outbound outreach, webinars, and events.
• Collaborate on pricing, product quotes, and CRM best practices.
• Consistently meet or exceed monthly, quarterly, and annual sales goals.
• Support onboarding of Associate Sales Executives as needed.

Skills

Sales experience

Software solutions

B2B sales

Sales cycles

Sales forecasting

Sales negotiation

Sales presentation

Salesforce CRM

Collaboration in overlay roles

Education

High school diploma

College degree (preferred)

Tools

Salesforce CRM

Job description

Thomson Reuters is seeking a driven Sales Executive to accelerate growth for SafeSend Returns (SSR) and SurePrep. You will own the sales cycle in an overlay role, partnering with Tax Workflow reps and building trusted relationships with accounting firms.

You'll manage from lead to close, forecast and report territory insights, and collaborate on pricing and quotes while driving to meet or exceed sales goals. Hybrid work and comprehensive rewards are included.