Hybrid Sales Exec — SSR & SurePrep Solutions

USA021 West Publishing Corporation; Ann Arbor (MI); Hybrid; USD 137,000 - 254,000; Full time

Job summary

Refinitiv is seeking a driven Sales Executive to accelerate growth for SafeSend Returns (SSR) and SurePrep. You will operate in an overlay capacity with Tax Workflow reps, owning the full sales cycle, addressing objections, and closing deals with accounting firms.

You will forecast, report territory insights, and help co-sell integrated solutions to improve client experience and firm efficiency. The role emphasizes collaboration, strategy, and a strong client-centric approach, with a hybrid work

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 overlay or matrixed sales environments.
• 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).
• Experience with Salesforce CRM or similar tools (preferred).

Responsibilities

• Own the full sales cycle for SafeSend Returns (SSR) and SurePrep opportunities.
• Build trusted relationships with accounting firms and collaborate with Tax Workflow sales reps.
• Prepare sales forecasts, reporting, and territory insights.
• Generate leads through inbound inquiries, outbound outreach, webinars, tradeshows, and cross-selling within current customers.
• Collaborate on pricing, product quotes, and CRM data capture to ensure accuracy.

Skills

Sales experience

Communication skills

Negotiation skills

Presentation skills

Education

High school diploma

College degree preferred

Tools

Salesforce CRM

Job description

Refinitiv is seeking a driven Sales Executive to accelerate growth for SafeSend Returns (SSR) and SurePrep. You will operate in an overlay capacity with Tax Workflow reps, owning the full sales cycle, addressing objections, and closing deals with accounting firms.

You will forecast, report territory insights, and help co-sell integrated solutions to improve client experience and firm efficiency. The role emphasizes collaboration, strategy, and a strong client-centric approach, with a hybrid work