Associate Sales Executive, SafeSend & SurePrep

Summary of the Role
Join a dynamic team driving growth for our award-winning and market-leading SafeSend Returns (SSR) and SurePrep solutions. In this overlay sales role, you’ll become a product expert and trusted advisor to accounting firms, helping them streamline client interactions and improve operational efficiency. You’ll work in close partnership with our Tax Workflow sales representatives, who own the full sales bag, to jointly drive sales success. Your focus will be on identifying and closing opportunities specific to SafeSend and SurePrep, while collaborating to deliver holistic solutions to our customers.

About the Role
As an Inside Sales Representative, you will:
Become an expert in SafeSend Returns (SSR) and SurePrep, understanding the value they bring to accounting firms and their clients.
Operate in an overlay sales capacity, partnering closely with Tax Workflow sales reps to support broader solution selling and drive adoption of SafeSend and SurePrep products.
Manage the full sales cycle—from lead qualification to closing—including handling objections, negotiating terms, and addressing EULA concerns.
Prepare sales forecasts and reporting for your assigned territory or client base.
Generate leads through multiple channels: inbound inquiries, outbound calls, webinars, tradeshows, firm lists, sales campaigns, and cross-selling within the existing SafeSend and SurePrep customer base.
Meet or exceed monthly, quarterly, and annual sales goals, including revenue targets and demo placements.
Maintain CRM hygiene by capturing critical firm data (e.g., tax compliance systems, return volumes, delivery methods).
Prepare product quotes and pricing details.
Demonstrate resourcefulness and a “do what it takes” attitude to drive results.

About You
You bring:
1–2 years of successful sales experience, ideally in software solutions for businesses.
A high school diploma (required); college degree (preferred).
Self-motivation and the ability to work independently and collaboratively in a small team environment.
A proven track record of exceeding sales quotas and goals.
Strong relationship-building, negotiation, and interpersonal skills.
Excellent communication and presentation abilities, especially with decision-makers.
A positive, winning attitude and a highly collaborative mindset.
Familiarity with professional tax preparation and accounting firm environments (preferred).
Strong organizational skills and responsiveness.
Exceptional listening and presentation skills.
Initiative, persistence, and a competitive spirit.
Experience with Salesforce CRM (preferred).

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What’s in it For You?

• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our commitment of empowering employees to achieve a better work-life balance.

• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

• Industry Competitive Benefits: We offer comprehensive benefit plans to include paid leave, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

• Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.

• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.

• Making a Real-World Impact: We are one of the few companies globally 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 $73,850 - $137,150.
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.

About Us

Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news.

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. 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.

As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business 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 Employer providing a drug-free workplace.

Thomson Reuters makes reasonable accommodations for applicants with disabilities, including veterans with disabilities, and for sincerely held religious beliefs in accordance with applicable law. If you reside in the United States and require an accommodation in the recruiting process, you may contact our Human Resources Department at HR.Leave-Expert@thomsonreuters.com. Disability accommodations in the recruiting process may include things like a sign language interpreter, making interview rooms accessible, providing assistive technology, or other relevant accommodations. Please note this email is not intended for general recruitment questions and we will promptly respond to inquiries regarding accommodations. More information on requesting an accommodation here.

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