Opportunity Generation (Sales/Business Development), Financial

The Lead Specialist is vital in the Direct Sales process whose main objective is to generate and qualify sales leads with strict SLAs on first contact and follow up. These sales leads will span a number of channels, including all Financial & Risk inbound channels. New leads will be identified by customer analytics, predictive marketing processes and through their own client engagement activities across specified types of financial institutions and corporates within a geographic region or product segment. The role will ultimately use next generation technology and prioritized prospect lists specialized by client type and the expertise of channel marketing operation. A Lead Specialist will be skilled in explaining the benefits of Thomson Reuters products and services to potential clients in a concise and remote manner that creates further product curiosity. You will be the first point-of-contact for the Financial & Risk proposition.

Lead Specialists screen business deals, both inbound and outbound generated, by analyzing deal requirements, potential and financials, while helping a prospect or client navigate Thomson Reuter's suite of products. You must be able to tell the Thomson Reuters story in order to get a prospect or client to agree to a follow up meeting to discuss those products.

Primary responsibilities for Lead Specialists are to effectively qualify prioritized leads across various financial institutions, client types and geographies with the use of custom analytics, Client Relationship Management (CRM) data and predictive marketing data in order to upsell into existing accounts that may not have Thomson Reuters business or new potential customers. You will also be responsible for generating qualified prospect lists.

Secondary responsibilities for Lead Specialists are to identify market trends and translate them into outbound marketing and prospecting campaigns, Social Selling, upkeep CRM hygiene, enhancing company reputation, and championing the Thomson Reuters company and product proposition in order to serve your prospects and internal colleagues.

Thomson Reuters provides professionals with the intelligence, technology and human expertise they need to find trusted answers. We enable professionals in the financial and risk, legal, tax and accounting, and media markets to make the decisions that matter most, all powered by the world's most trusted news organization.

  • Exceptional telephone and remote client contact skills that clearly articulate a 'business justification', 'what's in it for the client', obtain 'incremental gain' in order to qualify potential business opportunities.
  • Ability to provide clients with the best customer experience as possible via best practice and 'client first' interactions.
  • Ability to make a large number of calls to prospective clients per day and even with constant rejection, have the persistence and positive attitude to continue to in these efforts every day.
  • Experience in working in a professional, institutional high volume lead generation operation preferably within financial services marketing or information technology. Sales, training, or customer service environment with high inbound/outbound call volumes, and aggressive revenue and sales targets.


  • Bachelors Degree, majoring in Finance, or a related field preferred.

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 over 50,000 employees in more than 100 countries, we work flexibly across boundaries and realize innovations that help shape industries around the world. Bring your ambition to make a difference. We'll bring a world of opportunities.

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 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 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 thomsonreuters.com/careers.

More information about Thomson Reuters can be found on thomsonreuters.com.

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