Product Specialist, CoCounsel - TAAP Key Accounts
About the role
Serve as a trusted product expert for CoCounsel, supporting Key Account clients in the Tax, Audit and Accounting Professionals (TAAP) segment. Partner closely with Key Account Managers and Customer Success Managers to support pre-sales, post-sale, renewal, and expansion activities. Deliver tailored product demonstrations, deep-dive sessions, and enablement experiences aligned to customer workflows and business outcomes. Help clients drive adoption, confidence, and measurable value from CoCounsel by enabling advanced and complex use cases. Translate generative AI capabilities and product functionality into clear, practical insights for technical and non-technical audiences. Participate in customer conversations, including senior and executive-level discussions, to articulate product value and differentiation. Act as the voice of the customer, gathering feedback, identifying patterns, and sharing insights with Product and Engineering teams. Support go-to-market initiatives, product launches, and targeted customer programs focused on CoCounsel within TAAP.
Responsibilities
- Serve as a trusted product expert for CoCounsel, supporting Key Account clients in the Tax, Audit and Accounting Professionals (TAAP) segment.
- Partner closely with Key Account Managers and Customer Success Managers to support pre-sales, post-sale, renewal, and expansion activities.
- Deliver tailored product demonstrations, deep-dive sessions, and enablement experiences aligned to customer workflows and business outcomes.
- Help clients drive adoption, confidence, and measurable value from CoCounsel by enabling advanced and complex use cases.
- Translate generative AI capabilities and product functionality into clear, practical insights for technical and non-technical audiences.
- Participate in customer conversations, including senior and executive-level discussions, to articulate product value and differentiation.
- Act as the voice of the customer, gathering feedback, identifying patterns, and sharing insights with Product and Engineering teams.
- Support go-to-market initiatives, product launches, and targeted customer programs focused on CoCounsel within TAAP.
Requirements
- Experience in a customer-facing, consultative, or product-focused role such as Product Specialist, Solutions Consultant, Customer Success, or similar.
- Proven ability to explain complex or technical concepts clearly and confidently.
- Experience supporting Strategic or enterprise customers with sophisticated needs.
- Strong collaboration skills and comfort working across Sales, Product, Engineering, and Customer teams.
- Intellectual curiosity and enthusiasm for AI-enabled, SaaS, or workflow-driven products.
- Confidence engaging with senior stakeholders and adapting messaging to different audiences.
- Familiarity with generative AI solutions and responsible AI concepts.
- Experience in B2B SaaS environments.
Qualifications
- Experience in a customer-facing, consultative, or product-focused role such as Product Specialist, Solutions Consultant, Customer Success, or similar.
- Proven ability to explain complex or technical concepts clearly and confidently.
- Experience supporting Strategic or enterprise customers with sophisticated needs.
- Strong collaboration skills and comfort working across Sales, Product, Engineering, and Customer teams.
- Intellectual curiosity and enthusiasm for AI-enabled, SaaS, or workflow-driven products.
- Confidence engaging with senior stakeholders and adapting messaging to different audiences.
- Familiarity with generative AI solutions and responsible AI concepts.
- Experience in B2B SaaS environments.
Skills
- Experience in a customer-facing, consultative, or product-focused role such as Product Specialist, Solutions Consultant, Customer Success, or similar.
- Proven ability to explain complex or technical concepts clearly and confidently.
- Experience supporting Strategic or enterprise customers with sophisticated needs.
- Strong collaboration skills and comfort working across Sales, Product, Engineering, and Customer teams.
- Intellectual curiosity and enthusiasm for AI-enabled, SaaS, or workflow-driven products.
- Confidence engaging with senior stakeholders and adapting messaging to different audiences.
- Familiarity with generative AI solutions and responsible AI concepts.
- Experience in B2B SaaS environments.
Benefits
This role offers a hybrid work model, flexible work-life balance, career development and growth opportunities, industry competitive benefits, and a culture that supports inclusion and belonging, flexibility, and work-life balance. Additionally, there are social impact initiatives and volunteer days off.
Pay
$100,100 USD - $185,900 USD
Schedule
Flexible work arrangements, including work from anywhere for up to 8 weeks per year.