Senior Sales Executive, SafeSend/SurePrep

Senior Sales Executive

Accounting firms are under pressure to modernize the way they manage tax workflows, client collaboration, and document-intensive processes. In this role, you'll help firms solve those challenges by bringing them innovative SafeSend and SurePrep solutions that improve efficiency, reduce manual work, and create a better client experience. As a Senior Sales Executive, you'll own the full sales cycle from creating new opportunities to closing complex deals while positioning solutions that deliver measurable value to accounting professionals.

About the Role

• Develop and execute strategic sales plans to meet and exceed quota for SafeSend and SurePrep solutions.

• Prospect, identify, and qualify new business opportunities through targeted outreach, networking, lead generation, and partnership development.

• Conduct consultative discovery to understand accounting firm workflows, tax preparation challenges, business processes, and operational pain points.

• Deliver compelling presentations and product demonstrations that clearly articulate the value of SafeSend and SurePrep solutions.

• Build trusted relationships with key stakeholders and decision-makers, guiding prospects through complex sales cycles and addressing objections.

• Negotiate and close sales agreements while maintaining a strong pipeline, accurate CRM records, and clear reporting on sales activity and progress.

• Partner with marketing and product teams by sharing market insights, customer feedback, competitive intelligence, and opportunities to strengthen go-to-market efforts.

About You

• 5+ years of successful software sales experience, preferably in B2B, SaaS, professional services, tax, accounting, or related environments.

• Strong understanding of accounting firm business processes, operational challenges, and tax workflow needs.

• Proven ability to create new opportunities, manage complex sales cycles, influence decision-makers, and build long-term client relationships.

• Skilled in consultative selling, customer needs assessments, objection handling, and value-based solution positioning.

• Exceptional presentation, written, and verbal communication skills, with confidence engaging executive-level stakeholders.

• Proficiency with CRM platforms, sales technology, and web-based software solutions.

• Results-oriented mindset with a passion for solving client problems, delivering value, and achieving ambitious sales goals.

• High School Diploma required; Bachelor's Degree preferred

What's in it For You?

• Hybrid Work Model: We've adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) 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.

• 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.

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 View email address on click.appcast.io. 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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