Account Executive - CoCounsel Tax

About the role

The Account Manager will be responsible for Customer Migration & Enablement of CoCounsel Tax. Lead customer migration and adoption efforts for organizations transitioning from legacy platforms to CoCounsel Tax. This role combines customer-facing program leadership with internal field enablement, ensuring customers are prepared, supported, and positioned for successful adoption. The role partners closely with sales, customer success, support, product, and product marketing teams to drive migration readiness, accelerate adoption, reduce friction, and turn field insights into actionable improvements.

Responsibilities

• Lead end-to-end customer migrations from legacy platforms to CoCounsel Tax, partnering cross-functionally with Account Managers, Account Specialists, Customer Success, Support, Product Training, Product, Solutions Consultants, and other internal teams.
• Conduct migration discovery and readiness planning, including workflow assessments, stakeholder mapping, legacy footprint analysis, data and tracking requirements, access considerations, priority use cases, success criteria, rollout sequencing, and timeline planning.
• Support sales, account planning, and customer conversations by joining discovery calls, solution discussions, demonstrations, and pre- and post-sale planning conversations to align migration strategy, business outcomes, adoption needs, and customer readiness.
• Create and maintain migration and adoption artifacts, including checklists, rollout plans, enablement calendars, adoption playbooks, FAQs, objection handling, demo guidance, customer communications, migration positioning, and success story content.
• Lead recurring customer and internal working sessions with administrators, champions, account teams, and cross-functional stakeholders to track progress, remove blockers, manage risks, and maintain alignment throughout the migration lifecycle.
• Serve as a first-line internal resource for questions related to migration paths, packaging and entitlements, deployment considerations, adoption blockers, and legacy-to-new workflow mapping.
• Gather and synthesize customer and field feedback from migrations, including feature gaps, workflow friction, governance requirements, performance expectations, research use cases, and adoption priorities for AI-enabled solutions.
• Create internal readouts and recommendations that summarize trends, themes, business impact, customer requirements, and recommended actions to inform roadmap prioritization and continuous improvement.
• Support customer success stories and case studies by collecting outcome data, customer quotes, business impact examples, and narrative insights in partnership with Product Marketing.

  Requirements

  • 5+ years of experience in a customer-facing role such as Customer Success, Implementation, Solutions Consulting, Sales Enablement, Product Support, or Technical Account Management.
  • Demonstrated experience supporting platform migrations, product transitions, or customer adoption programs.
  • Strong ability to translate customer workflows into practical requirements, action plans, and implementation approaches.
  • Excellent written and verbal communication skills, with the ability to create clear materials for both customer and internal audiences.
  • Proven ability to manage multiple workstreams and collaborate effectively across sales, support, product, product marketing, finance, and related teams.

  Qualifications

  • Familiarity with CoCounsel Tax, tax or compliance workflows, or enterprise research and knowledge platforms.
  • Experience supporting or enabling AI-powered workflows, including copilots, research automation, semantic search, or agentic systems.
  • Experience working in enterprise environments with sensitivity to security, privacy, and procurement requirements.
  • Comfort analyzing adoption metrics, support trends, and customer feedback to improve execution and outcomes.

  Skills

  • Strong communication and collaboration skills.
  • Ability to manage multiple tasks and prioritize effectively.
  • Experience with customer success and enablement.
  • Knowledge of tax or compliance workflows.
  • Experience with AI-powered workflows.

  Benefits

  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.

  Target total cash compensation range: $136,500 USD - $253,500 USD.