Overlay Sales Exec for SafeSend & SurePrep Solutions

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

Benefits offered by this job

Hybrid Work Model

Grow My Way program

Mental Health Days

Tuition Reimbursement

Employee Stock Purchase Plan

Job summary

Thomson Reuters in the United States is seeking a Sales Executive to accelerate growth for SafeSend Returns and SurePrep. This overlay role partners with Tax Workflow sales reps to own the full sales cycle and build trusted relationships with accounting firms.

You will develop product expertise, drive forecasts, and collaborate on pricing and CRM data capture, while aiming to meet annual sales goals. A 2–4 year software/B2B sales background and strong communication skills are required.

Qualifications

• 2–4 years of successful sales experience in software or B2B environments.
• High school diploma is required; college degree preferred.
• Proven ability to manage sales cycles and build client relationships.
• Experience in collaborative overlay or matrixed sales roles is a plus.
• Excellent communication, negotiation, and presentation skills.
• Strategic mindset and ability to align solutions to customer needs.
• Familiarity with accounting/tax firm operations is preferred.

Responsibilities

• Become a product expert in SafeSend Returns and SurePrep.
• Partner with Tax Workflow sales reps to identify opportunities and co-sell.
• Manage the full sales cycle—from lead qualification to close.
• Prepare sales forecasts, reporting, and territory insights.
• Generate leads via inbound inquiries, outbound outreach, webinars, tradeshows, and cross-selling.
• Collaborate on pricing, product quotes, and CRM data capture.
• 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

CRM (Salesforce)

Presentation skills

Education

High School Diploma

Bachelor's degree preferred

Tools

Salesforce CRM

Job description

Thomson Reuters in the United States is seeking a Sales Executive to accelerate growth for SafeSend Returns and SurePrep. This overlay role partners with Tax Workflow sales reps to own the full sales cycle and build trusted relationships with accounting firms.

You will develop product expertise, drive forecasts, and collaborate on pricing and CRM data capture, while aiming to meet annual sales goals. A 2–4 year software/B2B sales background and strong communication skills are required.