Account Specialist

• Manage customer renewals and identify upsell opportunities within an assigned territory and customer portfolio
• Engage customers through effective virtual sales channels
• Understand customer needs and position appropriate solutions to drive retention and growth
• Support the development and execution of territory growth strategies
• Leverage product knowledge to identify opportunities and collaborate with Sales Specialists when deeper expertise is required
• Manage customer relationships throughout the renewal lifecycle and mitigate churn risks
• Use Salesforce and data-driven insights to progress opportunities and achieve revenue targets
• Nurture existing customer relationships and drive expansion opportunities across non-named accounts
• Collaborate cross-functionally with Sales, Customer Success, Product, and Support teams to deliver customer value and commercial outcomes

• Engage with prospective and current customers to qualify product fit via multiple channels
• Understand business needs, challenges, and desired outcomes to act as a trusted advisor
• Provide best practices and exceptional customer experiences
• Become a Salesforce product expert and map feature functionality to customer needs
• Present and demo the business value of products, tailoring demos to customer needs
• Act as the frontline for technical issues and route issues to Support when appropriate
• Handle initial billing and licensing questions and escalate as appropriate
• Partner with distribution teams to ensure customer success before and after sale
• Identify and recommend improvements across product and process
• Address inbound customer inquiries via telephone, chat, cases, and email
• Drive customer adoption and maximum value during trial and onboarding
• Negotiate contract terms and assist with online purchases, contract restructures, and modifications
• Participate in specialised projects
• Record customer interactions in Salesforce CRM software
• Contribute to the high-performing culture and team goals

• Support the growth and retention of Thomson Reuters' corporate customer portfolio
• Partner with Account Executives and Account Managers on renewals, upsell and cross-sell opportunities, and customer relationships
• Own and coordinate renewal processes for assigned accounts
• Manage a portfolio of 200+ customer accounts
• Engage customers through virtual sales channels and use customer insights to position relevant solutions
• Close assigned renewal and upsell opportunities within a defined geography or pooled resource model
• Support territory and account-growth plans focused on retention, expansion, and revenue growth
• Serve as a key customer contact for sales, renewals, and support-related inquiries
• Prepare and send quotes, contracts, renewal documentation, and other commercial materials
• Use customer data, account insights, and sales intelligence to prioritize opportunities and guide conversations
• Manage opportunities and renewal activity in Salesforce and maintain accurate CRM records
• Nurture non-digital opportunities requiring consultative or high-touch sales approaches
• Collaborate with sales, customer success, operations, and management teams

Account Specialist jobs in Mexico

Account Specialist

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Account Specialist – Corporates