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Thomson Reuters · 9 hours ago

Account Specialist, Audit

Frisco, TX

Full-time

Onsite

Entry, Mid Level

$77K/yr - $143K/yr

2+ years exp

Thomson Reuters is a global leader in providing trusted content and technology for professionals across various sectors. The Account Specialist role focuses on managing the renewal process for existing accounts, ensuring a seamless experience for clients while collaborating with sales and customer success teams.

AdviceAnalyticsFinancial ServicesManagement ConsultingProfessional ServicesRisk ManagementSoftware

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

Drive timely and accurate renewals by managing quotes, contracts, and customer communications, ensuring a seamless experience

Handle inbound commercial requests, identify small-scale upsell opportunities, and support pricing discussions in collaboration with CSMs & Sales

Work closely with CSMs, Sales, Finance, and Legal to align on customer strategy, pricing, and contract terms

Maintain accurate renewal forecasts, update CRM records, and ensure visibility into commercial performance

Engage with customers to confirm renewal intent, clarify terms, and ensure commercial alignment with their evolving needs

Qualification

Account managementRenewal forecastingCRM proficiencyCommercial acumenNegotiation skillsRelationship managementAttention to detailCross-functional collaboration