USA013 Thomson Reuters (Tax & Accounting) Inc

Serve as a product expert for Global Trade, develop success plans, monitor customer health, and collaborate cross-functionally to ensure customer satisfaction. | Requires 5+ years in SaaS customer success or account management, deep expertise in global trade or SaaS solutions, and strong communication skills. | Are you ready to become the trusted advisor and product champion for industry-leading clients, using your expertise in global trade and SaaS solutions to drive real business impact and shape the future of our Global Trade platform? This specialized role requires experienced professionals with deep knowledge of the Global Trade product and its technical aspects. The Global Trade Customer Success Manager oversees client relationships, addresses technical needs, and ensures customer satisfaction by acting as both a product expert and technical resource, while collaborating closely with other teams. About the Role In the role of Customer Success Manager – Global Trade, you will: Serve as the primary product expert for Global Trade, providing advanced recommendations, workshops, and solutions for customer needs and escalations. Develop and execute comprehensive customer success plans for Global Trade, aligning with client objectives and ensuring continuous value realization. Monitor customer health metrics and proactively address challenges to drive successful Global Trade implementations. Collaborate with customers to define and track ROI metrics, delivering strategic business reviews and showcasing Global Trade’s impact. Work cross-functionally with Sales, Product, Engineering, and Support to integrate customer feedback, support expansion opportunities, and enhance the Global Trade offering. Build strong relationships with key stakeholders, fostering customer advocacy and positioning yourself as a trusted advisor in global trade compliance. Stay current on industry trends and best practices, providing thought leadership and guidance to customers. About You You are a fit for the role of Customer Success Manager – Global Trade if you have: 5+ years of progressive experience in Customer Success Management, Account Management, or a related client-facing role within a SaaS environment. Demonstrable deep expertise and hands-on experience with OneSource Global Trade formerly known as Integration Point Gainsight or Salesforce user experience a plus Functional/technical skills in SaaS implementations and Enterprise Resource Planning (ERP) applications, a plus Experience working in and around cloud software solutions and cloud delivery models Strong business acumen and communication skills; can manage a customer journey, conflict resolution and problem-solving. Ability to travel, 25% #LI-BS1 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. 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 exceeds 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 $106,400 USD - $197,600 USD. 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. This is inclusive of both base pay and any target sales incentive. This job posting will close . 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. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here. Learn more on how to protect yourself from fraudulent job postings here. More information about Thomson Reuters can be found on thomsonreuters.com At Thomson Reuters, we’re not riding the AI wave — we’re reshaping the future of professional work across law, tax, compliance, and journalism. Here, you will collaborate with smart, ambitious people who thrive on solving complex problems, delivering market-leading solutions, and innovating with curiosity and care. Learn more about a career with us 📖 Our employer story 🔍 Inside Thomson Reuters blog 🏆 Awards and recognition 🤝 Our values Future-ready careers Our focus on a skills-first approach ensures you’ll have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

Lead and execute complex business transformation programs, including M&A integrations, to drive measurable business impact and ensure strategic alignment. | Extensive experience in business transformation, program delivery, strategy execution, and operational leadership, preferably in SaaS or B2B enterprise environments, with strong change management and stakeholder engagement skills. | New Position: This position is open due to an existing vacancy to support our evolving business needs. Director, Business Transformation – Corporates Segment Hiring a transformation director who's led integrations, knows how to drive business impact, and excels at making change stick. If you've driven measurable results in complex B2B environments, this Corporates segment role is worth a conversation. You will lead and execute complex, strategic transformation programs and workstreams to drive successful business outcomes across the Corporates segment, with a focus on business integration initiatives. Location: this is a hybrid position, can be located in any of our US/Canada office locations (Frisco, TX, Eagan, MN or Toronto) About the Role In this opportunity as a Director, Business Transformation, you will: Develop and manage end-to-end, data-driven transformation program plans and workstreams (e.g., backlogs, gap analyses, roadmaps, and core program materials). Lead M&A-related business integration efforts to ensure smooth transitions and value capture. Align program and workstream outcomes to Corporate Segment strategy, priorities, and customer value goals. Establish and run program governance and accountability routines to drive delivery excellence. Identify, assess, and escalate program risks/opportunities, providing clear mitigation actions and strategic recommendations. Proactively address resource gaps and delivery roadblocks; escalate critical issues with proposed solutions. Create and execute stakeholder engagement and communications plans to enable timely decisions across all levels. Embed robust change management into every phase of planning and execution to support adoption and sustained outcomes. Champion AI and continuous improvement to automate repetitive work, enable data-driven decisions, and scale innovation through shared lessons learned and efficient artifact management. Success Metrics: Revenue Growth, Commissionable Sales, and Retention NPS and eNPS Program performance (OKRs) Program impact and workstream outputs (sales targets, revenue retention, pipeline growth) Program Efficiency (deadlines, status, rate of outputs) Stakeholder satisfaction and engagement Successful integration of acquired businesses (synergies realized, cultural alignment, operational efficiency) AI adoption and enablement metrics (e.g., AI-driven process improvements, employee AI fluency, responsible AI use) About You You’re a fit for the role of Director, Business Transformation, if your background includes: 7+ years of experience in business transformation, program delivery, strategy execution, or operational leadership, preferably in SaaS or B2B enterprise environments. Proven track record of leading complex, cross-functional initiatives that deliver measurable business impact, including AI-enabled transformation projects. Experience driving mergers and acquisitions integration work including due diligence, integration planning, and post-merger integration execution. Strong strategic thinking skills with the ability to connect high-level objectives to day-to-day execution. Build trust and lead culture change through transparent communication and team alignment. Experience applying agile frameworks (e.g., scrum, Kanban, lean, OKRs) and collaboration tools to drive clarity, speed, and value delivery. Outstanding facilitation and collaboration skills, including the ability to bring together diverse stakeholders to navigate ambiguity. Executive presence and strong communication skills, both written and verbal, with the ability to articulate opportunities and risks to all levels of the organization. Comfortable operating in a matrixed organization with evolving priorities and limited structure. Additional preferred qualifications include: Familiarity with transformation technologies and platforms such as Salesforce, Gainsight, Gong, or collaboration tools (e.g., Miro, MS Planner, Teams). Background in business integration, customer experience, GTM strategy, organizational design, and operational excellence. Strong working knowledge of systems, operations, or technical architecture—especially experience navigating cross-functional dependencies between platforms, data flows, and enterprise tools. MBA or other advanced degree. #LI-TK1 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. Our use of AI within the recruitment process Thomson Reuters utilizes Artificial Intelligence (AI) to support parts of our global recruitment process. Unless you opt-out, our AI system will assess the information provided by you and compare it to the requirements listed for the role, and present the result to our recruitment personnel for further review. The AI system acts as a supporting tool, but there is always a human making the decision if you will be considered for the role. 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 exceeds 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 base compensation range varies across locations. For any eligible US locations, unless otherwise noted, the base compensation range for this role is $137,200 USD - $254,800 USD. For Ontario, Canada, the base compensation range for this role is $155,000 CAD - $205,000 CAD. Base 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 is one part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs. This role may also be eligible for an Annual Bonus based on a combination of enterprise and individual performance. 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 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. More information on requesting an accommodation here. Learn more on how to protect yourself from fraudulent job postings here. More information about Thomson Reuters can be found on thomsonreuters.com At Thomson Reuters, we’re not riding the AI wave — we’re reshaping the future of professional work across law, tax, compliance, and journalism. Here, you will collaborate with smart, ambitious people who thrive on solving complex problems, delivering market-leading solutions, and innovating with curiosity and care. Learn more about a career with us 📖 Our employer story 🔍 Inside Thomson Reuters blog 🏆 Awards and recognition 🤝 Our values Future-ready careers Our focus on a skills-first approach ensures you’ll have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

Manage accounting firm client accounts by leveraging accounting knowledge and AI product expertise to drive adoption, optimize workflows, and identify growth opportunities while maintaining executive relationships and resolving issues. | Requires 2+ years in public or corporate accounting with solid accounting workflow knowledge, strong communication and problem-solving skills, SaaS experience, and a bachelor's degree in Accounting or related field preferred. | Are you passionate about transforming traditional accounting workflows with cutting-edge AI solutions and ready to help top accounting firms unlock new levels of efficiency and value? We're looking for someone with solid experience understanding accounting processes and workflows, paired with genuine curiosity about enhancing them through AI innovation. We're seeking someone who can engage confidently with senior leaders at accounting firms, translating deep accounting knowledge into practical AI applications that drive real business value. Your passion for process improvement and AI innovation will be key to helping our clients transform their practices. About the Role Book of Business Management: Combine accounting industry knowledge with CoCounsel product expertise to drive measurable outcomes for assigned firm accounts, while collaborating cross-functionally to identify expansion opportunities and manage retention strategies Adoption Analytics & Optimization: Analyze product usage patterns and data to identify optimization opportunities, becoming proficient in recognizing areas where firms can maximize their CoCounsel investment and drive increased utilization Executive Stakeholder Relationships: Build and nurture relationships with key executive stakeholders at accounting firms, serving as their primary point of contact and trusted resource for CoCounsel-related initiatives Issue Resolution: Proactively identify and resolve client challenges, coordinating with internal teams to ensure swift problem-solving and maintain high levels of client satisfaction AI Use Case Identification: Leverage accounting process knowledge to identify and articulate specific AI use case opportunities for CoCounsel applications within audit, tax, and advisory workflows Growth Opportunity Identification: Monitor account health and usage patterns to recognize expansion opportunities, working closely with sales teams to drive account growth and deeper platform adoption Strategic Business Reviews: Conduct regular business reviews with clients to assess progress, share insights, and align on strategic objectives that maximize CoCounsel value delivery Product Expertise & Collaboration: Develop deep expertise in CoCounsel capabilities while working closely with product teams to relay client feedback, suggest improvements, and stay current on new features and enhancements About You Accounting Process Foundation: Minimum 2+ years in public accounting (audit or tax) or corporate accounting with solid understanding of accounting workflows, tax guidance, and financial processes AI Enhancement Curiosity: Genuine interest in using AI to improve accounting processes, with regular AI tool usage and ability to identify practical applications for workflow optimization Client Leadership Capability: Ability to engage confidently with senior leaders at accounting firms and facilitate strategic conversations about process improvement Process Analysis Skills: Capability to understand accounting workflows and translate them into specific AI use case opportunities for firm operations SaaS Familiarity: Experience with software-as-a-service platforms and understanding of typical implementation challenges Communication Skills: Strong verbal and written communication abilities with talent for explaining complex concepts clearly Problem-Solving: Demonstrated ability to troubleshoot issues and find creative solutions for client challenges Tech-Savvy: Comfortable learning new technologies and helping others adopt digital solutions Educational Background: Bachelor's degree in Accounting, Business, or related field preferred #LI-BS1 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 exceeds 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. 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. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here. Learn more on how to protect yourself from fraudulent job postings here. More information about Thomson Reuters can be found on thomsonreuters.com. Thomson Reuters informs the way forward by delivering trusted content and technology that professionals and institutions need to make the right decisions. We are modernizing the pillars of society through the digitalization of the tax and legal professions, the free press, commerce, and the rule of law, and elevating the way professionals and institutions work. Discover how Thomson Reuters approaches AI innovation as Chief Product Officer David Wong breaks down the essential components.