Hybrid Software Sales Executive – SSR & SurePrep

Reuters; Ann Arbor, Northern (MI, KY); Hybrid; USD 137,000 - 254,000; Full time

Benefits offered by this job

Hybrid Work Model

Work-Life Balance (Flex My Way)

Career Development & Growth

Industry Benefits

Job summary

Refinitiv is seeking a driven Sales Executive to accelerate growth for SafeSend Returns (SSR) and SurePrep offerings. This overlay role partners with Tax Workflow sales reps to own the full sales cycle, build trusted relationships with accounting firms, and deliver integrated solutions that boost client experience and firm efficiency.

Responsibilities include becoming a product expert, managing forecasts, pricing, and CRM integrity, while consistently meeting targets.

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 in collaborative overlay or matrixed sales environments.
• Excellent communication, negotiation, and presentation skills.
• Strategic mindset to align product solutions with customer needs.
• Familiarity with accounting and tax firm operations (preferred).

Responsibilities

• Own the full sales cycle from lead qualification to close.
• Build trusted relationships with accounting firms and cross-sell SafeSend and SurePrep.
• Prepare sales forecasts, territory insights, and reporting.
• Collaborate on pricing, quotes, and CRM data accuracy.
• Meet or exceed monthly, quarterly, and annual sales goals.
• Support onboarding of Associate Sales Executives as needed.

Skills

Sales experience

B2B software

Communication

Negotiation

Presentation

Salesforce CRM

Education

High school diploma

College degree

Tools

Salesforce CRM

Job description

Refinitiv is seeking a driven Sales Executive to accelerate growth for SafeSend Returns (SSR) and SurePrep offerings. This overlay role partners with Tax Workflow sales reps to own the full sales cycle, build trusted relationships with accounting firms, and deliver integrated solutions that boost client experience and firm efficiency.

Responsibilities include becoming a product expert, managing forecasts, pricing, and CRM integrity, while consistently meeting targets.