Sales Executive - SafeSend & SurePrep

About the role

We’re looking for a driven and collaborative Sales Executive to help accelerate growth for our award-winning and market-leading SafeSend Returns (SSR) and SurePrep solutions. This is an overlay sales role, where you’ll work in close partnership with our Tax Workflow sales representatives, who own the full sales bag.

Responsibilities

• Become a product expert in SafeSend Returns (SSR) and SurePrep, understanding their value to accounting firms and their clients.
• Operate in an overlay capacity, partnering with Tax Workflow sales reps to identify opportunities, align on territory strategy, and co-sell solutions.
• Manage the full sales cycle—from lead qualification to close—including handling objections, negotiating terms, and addressing EULA concerns.
• Prepare sales forecasts, reporting, and territory insights.
• Generate leads through inbound inquiries, outbound outreach, webinars, tradeshows, firm lists, and cross-selling within the existing SafeSend and SurePrep customer base.
• Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture.
• Consistently meet or exceed monthly, quarterly, and annual sales goals.
• Contribute to team knowledge sharing and support onboarding of Associate Sales Executives as needed.

Requirements

2–4 years of successful sales experience, ideally in software solutions or B2B environments.

A high school diploma (required); college degree (preferred).

Proven ability to manage sales cycles and build strong client relationships.

Experience working in collaborative sales environments, especially in overlay or matrixed roles.

Excellent communication, negotiation, and presentation skills.

A strategic mindset with the ability to align product solutions to customer business needs.

Familiarity with accounting and tax firm operations (preferred).

Strong organizational skills and responsiveness.

A positive, energetic attitude with a drive for results and continuous learning.

Experience with Salesforce CRM or similar tools (preferred).

Qualifications

High school diploma (required); college degree (preferred).

Skills

Product expertise in SafeSend Returns (SSR) and SurePrep.

Collaborative selling experience.

Strong communication and negotiation skills.

Strategic thinking and alignment of product solutions to customer needs.

Organizational and responsiveness skills.

Positive attitude and drive for results.

Experience with Salesforce CRM or similar tools (preferred).

Benefits

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, Social, and Governance (ESG) initiatives. 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.

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. 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.