Client Executive, Tax

Job Description Our team is responsible for helping both new and existing customers make informed business decisions to better manage the ever-changing business ecosystem through our highly specialized information-enabled software and tools for Tax & Accounting professionals. Our software products drive productivity, data, content and research capabilities through world-class AI and machine learning. We measure our success by achieving new sales and retention targets as well as achieving high customer and employee satisfaction scores.

If you want to be a part of a high performing sales organization and have an immediate impact, apply today!

Key Responsibilities Focuses on driving retention and achieving renewal targets by engaging existing customers

Consults with customers to understand their needs and goals and partners with them to identify opportunities to meet/exceed customer needs and provides the right solutions to address those needs, and improve operations

Covers higher complexity deals, including on-going proactive outbound engagement

Identifies the best virtual channel for engagement with customers

Validates customer needs, shapes product plans and drives deals to close

Addresses client cancellations / concerns - consultant with clients to align client value to cost / negotiate solutions

Supports in developing and executing territory growth strategies

Possesses core knowledge across products within the subsegment, and engages Sales Specialists where deep product expertise is required to drive to close

Understands specific customer archetypes and needs which are most prevalent within the subsegment and territory

Uses an automated and insight-driven Salesforce workflow to progress deals

Required Qualifications High School Diploma3+ years of consultative sales experience, specifically working with Enterprise level accounts

Multi-product oriented

Agile, Resiliency & Grit Organizational & Communication skills

Integrity & Professionalism

Preferred Qualifications Bachelor’s degree#LI-DM1

What’s in it For You?

Hybrid Work Model:
We’ve adopted a flexible hybrid working environment for our office-based roles while delivering a seamless experience that is digitally and physically connected.

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 flexible work arrangements, including work from anywhere for up to 8 weeks per year, 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 flexible vacation, 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,…