Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Associate Client Executive II, Open Coverage image - Rise Careers
Job details

Associate Client Executive II, Open Coverage

About the RoleAs 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.In this Open Coverage role, you will:• Provide flexible support across the sales organization• Cover for team members on leave or assist with high-demand territories• Temporarily fill gaps where additional coverage is needed• Eventually transition to a territory aligned role (timeline to be determined)Key Responsibilities:• Manage a portfolio of High Value Customers, focusing on retention, renewal, and growth opportunities.• Conduct quarterly business reviews with clients to assess their needs, address concerns, and identify areas for improvement or expansion.• Utilize data analytics to drive product usage and customer satisfaction beyond the first year of contract.• Develop and implement strategies to meet or exceed assigned quota for sales (40% of compensation plan) and retention/renewals (60% of compensation plan).• Collaborate closely with internal teams to ensure seamless customer support and problem resolution.• Proactively identify cross-selling and upselling opportunities within the existing client base.• Monitor and analyze client usage patterns, providing insights and recommendations to improve product adoption and satisfaction.• Stay up to date with industry trends, tax regulations, and product updates to provide informed guidance to clients.• Maintain accurate and detailed records of client interactions, sales activities, and account status in the CRM system.• 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 relevant experience.• 2-3 years of experience in account management, client relations, or sales, preferably in the tax and accounting software industry.• Strong understanding of tax and accounting processes and software solutions.• Excellent communication and presentation skills, with the ability to engage effectively 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 independently and as part of a team.• Excellent time management and organizational skills.• Customer-centric mindset with a passion for building and maintaining long-term client relationships.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.#LI-DM1What’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. Eligible office location(s) for this role include one or more of the following: Eagan, MN; Ann Arbor, MI; Richmond, VA; Rochester, NY. The target total cash compensation range for the role in any of those locations is $72,500 - $134,600. Chicago, IL; Frisco, TX; Houston, TX; fully remote location. For these locations and any eligible US locations not otherwise noted, including for fully remote location if applicable, the target total cash compensation range for this role is $72,500 - $134,600. 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.AccessibilityAs 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.Protect yourself from fraudulent job postings click here to know more.More information about Thomson Reuters can be found on https://thomsonreuters.com.
Thomson Reuters Glassdoor Company Review
4.1 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
Thomson Reuters DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Thomson Reuters
Thomson Reuters CEO photo
Steve Hasker
Approve of CEO

Average salary estimate

$103550 / YEARLY (est.)
min
max
$72500K
$134600K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Associate Client Executive II, Open Coverage, Thomson Reuters

As an Associate Client Executive II at Thomson Reuters in Ann Arbor, MI, you'll be stepping into an exciting opportunity to manage and nurture relationships with our High Value Customers in the Tax & Accounting sector. In this dynamic role, you'll focus on our premier clients using Tax Workflow products, driving account management, retention, and growth. Your proactive approach will be crucial as you analyze customer data to enhance satisfaction and build long-term value. From conducting quarterly business reviews to assessing client needs, and identifying upsell opportunities, you'll play a key role in their journey. You'll work collaboratively with internal teams to ensure seamless support and swift problem resolution, utilizing your strong understanding of tax processes. The emphasis will be on meeting sales quotas and driving retention, so your analytical skills will be put to great use as you translate insights into actionable strategies. Whether you're covering for team members or temporarily filling gaps, your contributions will be invaluable. If you're passionate about delivering exceptional client experiences and ready to make an impactful difference, this role offers the chance to grow with us while celebrating our commitment to justice, truth, and transparency in the professional world. Join us at Thomson Reuters and help us shape the future of the Tax & Accounting industry!

Frequently Asked Questions (FAQs) for Associate Client Executive II, Open Coverage Role at Thomson Reuters
What are the key responsibilities of an Associate Client Executive II at Thomson Reuters?

As an Associate Client Executive II at Thomson Reuters, your primary responsibilities include managing a portfolio of High Value Customers, driving retention, conducting quarterly business reviews, and identifying growth opportunities. You'll leverage data analytics to enhance customer satisfaction and collaborate with internal teams to resolve issues promptly.

Join Rise to see the full answer
What qualifications are needed for the Associate Client Executive II position at Thomson Reuters?

To qualify for the Associate Client Executive II role at Thomson Reuters, candidates should ideally possess a Bachelor’s degree in business, Accounting, or Finance, along with 2-3 years of experience in account management or sales within the tax and accounting software industry. Strong communication skills, problem-solving abilities, and proficiency in data analysis are essential.

Join Rise to see the full answer
How does the Associate Client Executive II role contribute to customer satisfaction at Thomson Reuters?

In the Associate Client Executive II position at Thomson Reuters, you will actively manage and analyze client interactions to enhance satisfaction. By conducting quarterly reviews, identifying upsell opportunities, and providing informed guidance on product usage, you'll foster strong relationships that contribute significantly to long-term customer satisfaction.

Join Rise to see the full answer
What is the career progression like for the Associate Client Executive II at Thomson Reuters?

The Associate Client Executive II role at Thomson Reuters serves as a stepping stone toward a territory-aligned role. Initially, you'll gain invaluable experience covering high-demand territories and collaborating with diverse teams, paving the way for further career advancement within the organization.

Join Rise to see the full answer
What benefits does Thomson Reuters offer to Associate Client Executive II employees?

Thomson Reuters offers a comprehensive benefits package for Associate Client Executive II employees, including health and wellness programs, flexible work-life options, a robust retirement plan, and extensive learning and development opportunities. Employees also benefit from a supportive culture focused on diversity, inclusion, and social impact.

Join Rise to see the full answer
Common Interview Questions for Associate Client Executive II, Open Coverage
Can you explain a time when you successfully managed a challenging client relationship?

When answering this question, consider using the STAR method (Situation, Task, Action, Result). Highlight a specific situation, the tasks you undertook, the actions you implemented to resolve the issue, and the successful outcome that enhanced the client relationship.

Join Rise to see the full answer
How do you approach conducting a quarterly business review with clients?

Start by emphasizing the importance of preparation. Discuss how you gather data on client usage patterns and feedback, set clear objectives for the review, and create an agenda that encourages collaboration and identifies opportunities for improvement and growth.

Join Rise to see the full answer
What strategies do you use for cross-selling and upselling to clients?

Discuss your approach to understanding client needs and the value your products can bring to them. Mention the importance of building relationships and trust, and how you utilize data insights to personalize your recommendations for cross-selling and upselling effectively.

Join Rise to see the full answer
How do you stay updated with industry trends and tax regulations?

Talk about your proactive techniques for staying informed, such as subscribing to relevant industry publications, joining professional organizations, participating in webinars, and networking with industry peers. Emphasize how this knowledge helps you provide informed guidance to clients.

Join Rise to see the full answer
Describe your experience with data analysis and how it applies to client management.

Focus on your proficiency in using data analytics to assess client usage and satisfaction levels. Explain how this insight informs your strategies for improving product adoption and client retention, illustrating with specific tools or methods you have used.

Join Rise to see the full answer
How do you handle conflicts or difficult situations with clients?

Express your commitment to open communication and problem resolution. Explain how you listen actively to the client's concerns, work collaboratively to find a solution, and always strive to maintain a positive relationship throughout the process.

Join Rise to see the full answer
What motivates you to pursue exceptional client experiences?

Share your belief in the impact of excellent client service on overall business success. Discuss how building strong relationships and trust not only leads to retention but also enhances your own professional fulfilment.

Join Rise to see the full answer
What do you believe are the key qualities of a successful Associate Client Executive II?

Highlight essential qualities such as strong communication skills, emotional intelligence, problem-solving abilities, commercial awareness, and a customer-focused mindset. Explain how these traits help foster valuable relationships and ensure client satisfaction.

Join Rise to see the full answer
How do you prioritize your tasks when managing multiple client accounts?

Discuss your approach to time management, emphasizing the importance of setting priorities based on client needs and deadlines. You can mention tools or systems you use to keep track of tasks and ensure timely follow-up with clients.

Join Rise to see the full answer
Why do you want to work for Thomson Reuters as an Associate Client Executive II?

Express your admiration for Thomson Reuters' commitment to justice and transparency. Mention specific aspects of the company culture, such as its focus on diversity, employee development opportunities, and how you align with its mission and values.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Singular Hybrid No location specified
Posted 13 days ago
Photo of the Rise User
Posted 9 days ago
Photo of the Rise User
Posted yesterday
Posted 3 days ago
Photo of the Rise User
AMBOSS Hybrid No location specified
Posted 3 days ago
Dental Insurance
Vision Insurance
Paid Holidays

Thomson Reuters (NYSE / TSX: TRI) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compl...

102 jobs
MATCH
Calculating your matching score...
BADGES
Badge ChangemakerBadge Diversity ChampionBadge Family FriendlyBadge Flexible CultureBadge Work&Life Balance
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
December 23, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!