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Customer Success Manager (Southern CA)

Thomson Reuters Sales 2/14/2018 3:46:53 PM Los Angeles, CA United States of America
Job Description

Description - External

This person will be the primary interface with a segment of our growing customer base within their assigned geographic territory. This seasoned professional will have experience and a successful track record within a corporate tax department using tax software for compliance and other tax processes. Daily contact (both inbound and outbound) with customers is required along with occasional site visits as directed. The Customer Success Manager will also be responsible for coordinating internal resources and departments when working with their assigned customers.

Primary Duties Include:

Effectively negotiating and closing renewal contracts with assigned customers in a timely manner.

Upselling, cross-selling, negotiating and closing new contracts for related tax automation products and services to assigned customers.

Providing focused contact and product/tax technical assistance to customers based upon their needs and challenges ensuring client satisfaction and encouraging client loyalty to drive retention.

Continually updating customer profile information and conducting/documenting deep dive customer surveys so that we may identify opportunities and problems early - being the "Voice of the Customer" within our business.

Coordinating web and on-site product training for clients.

Ensuring existing customers have the most up-to-date releases, programs, databases and learning tools.

Effectively teaming with assigned Sales Executives to drive selling of additional products and services.  And to the Professional Services team / Certified Implementation Partners, as appropriate, to address customer requests and service related matters.

Continually seek opportunities and develop programs to positively impact the client experience.

Must exhibit:

  • Ability to manage multiple engagements concurrently along with their assigned customer base.
  • Strong interpersonal, communication and presentation skills.
  • Ability to quickly master new concepts related to ONESOURCE products and best practice business procedures.
  • Ability to work in a team environment is essential.
  • Ability to interact with customer tax department professionals and their MIS/IT personnel

Qualifications - External

  • Five or more years of direct, or client management, experience in corporate tax automation software, tax automation consulting or a closely related field, ONESOURCE Income Tax and/or ONESOURCE is preferred
  • A quality team player that will foster a clear CUSTOMER SERVICE FOCUS
  • Strong communication and presentation skills
  • Strong interpersonal skills
  • Some Sales experience preferred
  • Bachelors degree in Accounting or Finance required, CPA a plus

At Thomson Reuters, we believe what we do matters. We are passionate about our work, inspired by the impact it has on our business and our customers. As a team, we believe in winning as one - collaborating to reach shared goals, and developing through challenging and meaningful experiences. With more than 45,000 employees in more than 100 countries, we work flexibly across boundaries and realize innovations that help shape industries around the world. Making this happen is a dynamic, evolving process, and we count on each employee to be a catalyst in driving our performance - and their own.

As a global business, we rely on diversity of culture and thought to deliver on our 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 country or local law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

Intrigued by a challenge as large and fascinating as the world itself? Come join us.

To learn more about what we offer, please visit

More information about Thomson Reuters can be found on

Los Angeles-California-United States of America
Req #: JREQ099492
Locations: Los Angeles-California-United States of America
Job Function: Sales
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