Associate Client Executive II - job 3 of 3

About the Role

As an Associate Client Executive II, you will play a crucial role in managing and growing relationships with our High Value Customers in the Tax & Accounting sector. This position focuses on our highest value customers within our Tax Workflow products. You will be responsible for account management, retention, renewal activities, and driving cross-sales and upsells. This role requires a proactive approach to client management, utilizing data-driven strategies to enhance customer satisfaction and long-term value

Key Responsibilities:

• Manage a portfolio of Growth Accounts, focusing on retention, increased usage, and account expansion.

• Conduct semi-annual business reviews with clients to assess their needs, address concerns, and identify growth opportunities.

• Implement strategies to increase product adoption and usage among existing clients.

• Identify and pursue opportunities to upsell and cross-sell within the assigned account base.

• Monitor client satisfaction and engagement levels, addressing any issues promptly to ensure retention.

• Collaborate with internal teams to resolve client issues and ensure smooth product implementation and support.

• Utilize data analytics to track account performance and identify trends that could lead to increased spend or usage.

• Strategically drive cross-sales and upsells within Growth Accounts, with the goal of increasing their overall spend to transition them into the High Value Account (HVA) tier.

• Maintain accurate and up-to-date records of client interactions and account status in the CRM system.

• Stay informed about product updates, industry trends, and tax regulations to provide valuable insights to clients.

• Contribute to the development of best practices and process improvements within the Client Executive team.

About You

• Bachelor's degree in Business, Accounting, Finance, or related field preferred or equivalent experience.

• 2-3 years of experience in account management, client relations, or sales, preferably in the software or professional services industry.

• Strong understanding of tax and accounting processes and software solutions.

• Excellent communication skills with the ability to build relationships with clients at various levels.

• Proven track record of meeting or exceeding sales and retention targets.

• Proficiency in data analysis and the ability to translate insights into actionable strategies.

• Experience with CRM systems and Microsoft Office Suite.

• Strong problem-solving skills and the ability to work both independently and as part of a team.

• Excellent time management and organizational skills.

• Customer-centric mindset with a focus on building long-term client relationships.

• Self-motivated with the ability to prioritize tasks and meet deadlines in a fast-paced environment.

This position offers a unique opportunity to play a pivotal role in managing and growing our high-value client relationships while contributing to the overall success of our Tax & Accounting organization. The ideal candidate will be results-driven, analytical, and passionate about delivering exceptional client experiences.

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What’s in it For You?
At Thomson Reuters, our people are our greatest assets. Here are some of the benefits we offer for your personal and professional growth:

• Culture: Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more.

• Wellbeing: Comprehensive benefit plans; flexible and supportive benefits for work-life balance; company-wide Mental Health Days Off; Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing.

• Learning & Development: LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; Ten Thousand Coffees Thomson Reuters café networking.

• Social Impact: Eight employee-driven Business Resource Groups; two paid volunteer days annually; Environmental, Social and Governance (ESG) initiatives for local and global impact.

• Purpose Driven Work: We have a superpower that we’ve never talked about with as much pride as we should – we are one of the only companies on the planet 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, Thomson Reuters 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, Thomson Reuters 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. Finally, Thomson Reuters offers the following 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.

Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The target total cash compensation range varies across locations.

For any eligible US locations, unless otherwise noted, the target total cash compensation range for this role is $77,000 - $143,000.

This is inclusive of both base pay and any target sales incentive.
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.


Do you want to be part of a team helping re-invent the way knowledge professionals work? How about a team that works every day to create a more transparent, just and inclusive future? At Thomson Reuters, we’ve been doing just that for almost 160 years. Our industry-leading products and services include highly specialized information-enabled software and tools for legal, tax, accounting and compliance professionals combined with the world’s most global news services – Reuters. We help these professionals do their jobs better, creating more time for them to focus on the things that matter most: advising, advocating, negotiating, governing and informing.

We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments that celebrate diversity and inclusion. 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. 

Accessibility 

As a global business, we rely on diversity of culture and thought to deliver on our 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. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.

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More information about Thomson Reuters can be found on https://thomsonreuters.com.