Account Specialist, Tax

Account Specialist

The Account Specialist is primarily focused on leading the renewal for existing accounts during renewal window. The account specialist will have strong relationships with our customer success and sales teams to help ensure a great experience for our clients while mitigating risk.

Responsibilities

Own the end-to-end renewal process for a portfolio of customers. Manage quoting, contract execution, and renewal forecasting. Identify and execute low-complexity upsell and cross-sell opportunities. Respond to inbound commercial inquiries and route complex opportunities appropriately. Partner with CSMs to align renewal timing with customer value realization. Collaborate with Finance and Legal to ensure smooth processing of commercial transactions.

Daily Activities

Renewal Management : Drive timely and accurate renewals by managing quotes, contracts, and customer communications, ensuring a seamless experience. Commercial Execution : Handle inbound commercial requests, identify small-scale upsell opportunities, and support pricing discussions in collaboration with CSMs & Sales. Cross-Functional Collaboration : Work closely with CSMs, Sales, Finance, and Legal to align on customer strategy, pricing, and contract terms. Data & Forecasting : Maintain accurate renewal forecasts, update CRM records, and ensure visibility into commercial performance. Customer Communication : Engage with customers to confirm renewal intent, clarify terms, and ensure commercial alignment with their evolving needs.

Key Metrics

Renewal & Retention : Percentage of contracts successfully renewed and customers retained within assigned accounts. Cross-Sales & Upsells : Revenue generated from low-complexity upsell and cross-sell opportunities identified and executed through the renewal process.

About You

Education & Experience

Bachelor's degree in Business, Marketing, or a related field (or relevant experience). 2+ years in account management, renewals, inside sales, or customer-facing roles, preferably in a SaaS or recurring revenue environment.

Skills & Attributes

Strong commercial acumen and negotiation skills. Excellent communication and relationship management abilities. Highly organized with attention to detail and follow-through. Proficient in CRM and quoting tools (e.g., Salesforce, CPQ platforms). Comfortable working cross-functionally and managing multiple priorities.

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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 exceed 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 $77,000 - $143,000. 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.

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.