Summary of the Role
Join a dynamic team driving growth for our award-winning and market-leading SafeSend Returns (SSR) and SurePrep this overlay sales role youll become a product expert and trusted advisor to accounting firms helping them streamline client interactions and improve operational efficiency. Youll 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 cyclefrom lead qualification to closingincluding 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:
12 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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Whats 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 tomorrows 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.
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.
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. 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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