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Client Executive, Tax
Thomson Reuters. Drive retention and achieve renewal targets by engaging existing customers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales with a focus on Enterprise level accounts, driving customer retention and renewal through effective engagement and tailored solutions. Proficient in utilizing Salesforce for deal progression and territory growth strategies.
Highest-signal resume keywords
Consultative Sales ExperienceEnterprise Level AccountsSalesforce WorkflowTerritory Growth StrategiesCustomer Engagement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Organizational SkillsCommunication SkillsIntegrityProfessionalismAgilityResiliencyGrit
Tools & Technologies
Salesforce
Certifications & Qualifications
High School DiplomaBachelor's Degree Preferred
Industry Keywords
Customer RetentionRenewal TargetsMulti-Product OrientedClient Value AlignmentProactive Engagement
About the role
Key responsibilities & impact- Drive retention and achieve renewal targets by engaging existing customers
- Consult with customers to understand their needs and goals
- Partner with customers to identify opportunities and provide solutions that improve operations
- Handle higher-complexity deals, including proactive outbound engagement
- Identify the best virtual channel for customer engagement
- Validate customer needs, shape product plans, and drive deals to close
- Address client cancellations and concerns, align client value to cost, and negotiate solutions
- Support development and execution of territory growth strategies
- Apply core knowledge across products within the subsegment and engage Sales Specialists when deep product expertise is needed
- Understand customer archetypes and prevalent needs within the subsegment and territory
- Use an automated, insight-driven Salesforce workflow to progress deals
Requirements
What you’ll need- High School Diploma
- 3+ years of consultative sales experience, specifically working with Enterprise level accounts
- Multi-product oriented
- Agile, Resiliency & Grit
- Organizational & Communication skills
- Integrity & Professionalism
- Bachelor’s degree preferred
Benefits
Comp & perks- Flexible hybrid working environment
- Work from anywhere for up to 8 weeks per year
- Flexible work arrangements and work-life balance policies
- Career development, continuous learning, and skills development programs
- Flexible vacation
- Two company-wide Mental Health Days off
- Headspace app access
- Retirement savings
- Tuition reimbursement
- Employee incentive programs
- Mental, physical, and financial wellbeing resources
- Two paid volunteer days off annually
- Pro-bono consulting project opportunities
- ESG initiative opportunities
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Life insurance
- Competitive 401(k) plan with company match
- Sick and safe paid time off
- Paid holidays, including two company mental health days off
- Parental leave
- Sabbatical leave
- Optional hospital, accident, and sickness insurance
- Optional life and AD&D insurance
- Flexible Spending Accounts
- Health Savings Accounts
- Fitness reimbursement
- Employee Assistance Program
- Group Legal Identity Theft Protection benefit
- 529 Plan access
- Commuter benefits
- Adoption & Surrogacy Assistance
- Employee Stock Purchase Plan access