Sales Executive - SafeSend & SurePrep

Refinitiv; 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

We’re looking for a driven and collaborative Sales Executive to help accelerate growth for our award-winning and market-leading SafeSend Returns (SSR) and SurePrep solutions. This is an overlay sales role, where you’ll work in close partnership with our Tax Workflow sales representatives, who own the full sales bag. You’ll take ownership of the sales cycle for SafeSend and SurePrep opportunities, build trusted relationships with accounting firms, and contribute to delivering integrated solutions that improve client experience and firm efficiency.

About the Role

Become a product expert in SafeSend Returns (SSR) and SurePrep, understanding their value to accounting firms and their clients. Operate in an overlay capacity, partnering with Tax Workflow sales reps to identify opportunities, align on territory strategy, and co-sell solutions. Manage the full sales cycle—from lead qualification to close—including handling objections, negotiating terms, and addressing EULA concerns. Prepare sales forecasts, reporting, and territory insights. Generate leads through inbound inquiries, outbound outreach, webinars, tradeshows, firm lists, and cross-selling within the existing SafeSend and SurePrep customer base. Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture. Consistently meet or exceed monthly, quarterly, and annual sales goals. Contribute to team knowledge sharing and support onboarding of Associate Sales Executives as needed.

About You

• 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).

What’s in it For You?

• Hybrid Work Model: We’ve adopted a flexible hybrid working environment for our office‑based roles while delivering a seamless experience that is digitally and physically connected.
• Flexibility & Work‑Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work‑life balance.
• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real‑world solutions. Our Grow My Way programming and skills‑first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI‑enabled future.
• Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company‑wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
• Culture: Globally recognized, award‑winning reputation for inclusion and belonging, flexibility, work‑life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.
• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro‑bonO consulting projects and Environmental, Social, and Governance (ESG) initiatives.
• Making a Real-World Impact:We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, 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, ThomsonReuters 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. In addition, ThomsonReuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws.
• Additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.

For any eligible US locations, unless otherwise noted, the target total cash compensation range for this role is $136,500USD – $253,500USD.

Pay is positioned within the range based on several factors including an individual’s knowledge, skills and experience with consideration given to internal equity. Base pay and any target sales incentive are part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs. Target total cash compensation ranges are inclusive of both base pay and any target sales incentive.

About Us

ThomsonReuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of ThomsonReuters, is a world leading provider of trusted journalism and news. We are powered by the talents of 26000 employees across more than 70countries, where everyone has a chance to contribute and grow professionally in flexible work environments. 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. As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals.

To ensure we can do that, 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.

ThomsonReuters is proud to be an Equal Employment Opportunity Employer providing a drug‑free workplace. Thomson Reuters makes reasonable accommodations for applicants with disabilities, including veterans with disabilities, and for sincerely held religious beliefs in accordance with applicable law. If you reside in the United States and require an accommodation in the recruiting process, you may contact our Human Resources Department at [e-mail]. Disability accommodations in the recruiting process may include things like a sign language interpreter, making interview rooms accessible, providing assistive technology, or other relevant accommodations. Please note this email is not intended for general recruitment questions and we will promptly respond to inquiries regarding accommodations. More information on requesting an accommodation here.

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