Associate Client Executive

Job Title: Associate Client Executive
Department: Sales / Retention/Customer Success
Location: Remote + 1 day a week in Exeter office

Role Summary
The Associate Client Executive is responsible for managing and driving incremental upsell opportunities both within and outside the renewal period along with Cross sell opportunities for larger more complex products. This role focuses on relationship building, retention of business and renewals. The Associate Client Executive engages customers through virtual channels, handles escalations and maintains a solid understanding of products and markets within their assigned subsegment.

About The Role

• Own upsell opportunities, Validate customer needs, shape appropriate product solutions, and drive opportunities through to close.
• Identify opportunities to pass more complex cross-sell opportunities for Main Product or complex Sub Modules to Sales Executives.
• Own and close renewal opportunities for an assigned geography and/or assigned leads, ensuring on-time renewal and strong customer retention.
• Support the development and execution of territory growth strategies in collaboration with Sales Executives and other stakeholders.
• Maintain core knowledge of the product portfolio within the assigned subsegment and engage Sales Specialists when deeper product or technical expertise is required.
• Understand the primary customer archetypes, business drivers, and needs within the subsegment and territory to tailor conversations and proposals.
• Serve as the primary point of contact for escalations related to renewals and retention.
• Focus on achieving renewal and retention targets by proactively engaging existing customers during the renewal window and, where applicable, outside of it.
• Leverage automated, insight-driven Salesforce workflows and other sales tools to manage the pipeline, prioritise activities, and progress deals efficiently.
• Nurture opportunities and convert more renewals into successful closed deals.
• Maintain accurate and timely records of customer interactions, forecasts, and opportunity status in CRM systems.

Key Performance Indicators (KPIs)

• Meetings Booked
• Call KPI’s
• Retention and churn metrics within assigned portfolio
• Volume and value of incremental (upsell) sales within existing accounts
• Volume and value of incremental Cross sales within existing accounts
• Pipeline coverage, forecast accuracy, and activity metrics (e.g., calls, meetings, proposals sent)

About You

• 2 years+ Sales, Retention, Account Management Roles
• Core understanding of the relevant products, solutions, and markets within the assigned subsegment.
• Experience in inside sales, account management, renewals, or customer success roles (as defined in internal role descriptions).
• Familiarity with CRM platforms (e.g., Salesforce) and sales productivity tools.
• Familiarity with AI tools

Skills & Competencies

• Strong virtual selling and communication skills (phone, video, email).
• Customer-focused mindset with the ability to understand customer needs and propose appropriate solutions.
• Results-driven, with a demonstrated ability to manage a high volume of opportunities and close deals against targets.
• Ability to collaborate effectively with Sales Specialists, Marketing and other internal teams.
• Solid organisational, time management, and pipeline management skills.
• Ability to handle escalations calmly and professionally, resolving issues or routing them appropriately.

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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 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.

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