Sales Executive (SafeSend & SurePrep)

Thomson Reuters; United States; On-site; USD 90,000 - 135,000; Full time

Job summary

Thomson Reuters is seeking a driven Sales Executive to accelerate growth for SafeSend Returns (SSR) and SurePrep solutions. You’ll own the overlay sales cycle, partner with Tax Workflow representatives, build trusted relationships with accounting firms, and position integrated solutions that boost client experience and firm efficiency.

You will become a product expert, manage end-to-end sales from lead to close, generate forecasts, and help expand the customer base through webinars, events, and

Qualifications

• 2–4 years of successful sales experience, ideally in software solutions or B2B environments.
• Familiarity with CRM tools and a data-driven approach to pipeline management.
• Excellent communication, negotiation, and presentation skills required.

Responsibilities

• Own the full sales cycle—from lead qualification to close—including handling objections and negotiating terms.
• Collaborate with Tax Workflow sales reps to identify opportunities and align on territory strategy.
• Build trusted relationships with accounting firms and cross-sell SafeSend and SurePrep.
• Prepare sales forecasts, reporting, and territory insights.
• Generate leads through inbound inquiries, outbound outreach, and webinars/tradeshows.
• Contribute to team knowledge sharing and onboarding of new associates as needed.

Skills

Sales experience

CRM (Salesforce)

Overlay sales

B2B sales

Communication

Negotiation

Presentation

Team collaboration

Education

High school diploma

Bachelor’s 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
• 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

Familiarity with accounting and tax firm operations (preferred)A positive, energetic attitude with a drive for results and continuous learning2–4 years of successful sales experience, ideally in software solutions or B2B environmentsExperience with Salesforce CRM or similar tools (preferred)Experience working in collaborative sales environments, especially in overlay or matrixed rolesProven ability to manage sales cycles and build strong client relationshipsStrong organizational skills and responsivenessA strategic mindset with the ability to align product solutions to customer business needsA high school diploma (required); college degree (preferred)Excellent communication, negotiation, and presentation skills