Account Manager, Co-Counsel Tax
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Job Summary
Account Manager CoCounsel Tax
The Account ManagerCoCounselTax Migration & Growth isaquota-carrying sales roleresponsible for driving revenue retention and expansion acrossnew prospects andcustomers transitioning from legacy platforms toCoCounselTax. This role owns the commercial relationship through thesales andmigration lifecycle prospecting and conducting discovery through close andconverting migration momentsintorenewal protection upsell cross-sell and new logo opportunities. The Account Manager partners closely with Solution Consultants CustomerSuccessAccount Specialist and Associate Sales Specialist rolestoaccelerate adoption protect ARR and growaccount value.
Location: remote based position will cover accounts across the US must be based in the US.
About the Role:
In this opportunity as an Account Manager you will:
Sales Execution & Revenue Growth
- Own a book ofbusinessofprospects and existingcustomers migrating toCoCounselTax; carryan assignedquotafornew business and forrenewals upsell cross-sell and net-new logo expansion within the install base.
- Run full-cycle sales motions discovery solution positioning demonstrations proposal negotiation and close fornew businessmigration-tiedopportunitiesand adjacent expansion plays.
- Protect and grow ARRby tying migration milestones to commercial outcomes (renewals on time expanded entitlements increased seat counts added modules).
- Maintain accurate pipeline hygiene next steps forecast accuracy and close dates in CRM (Salesforce).
- Forecast weeklywith accuracy; meet or exceed quarterly and annual quota and KPIs.
- Track migration healththrough milestones adoption signals and risk indicators; escalate proactively to protect revenue.
- Maintain a territory plan that highlightskey opportunities across new business and install base.Have a key action plan to prioritize opportunities leverage cross-sell and collaborate withterritory account managers and front-line customerteams.
Customer Relationship Management
- Build multi-threaded relationshipsacross administrators champions and economic buyers to strengthen accountand uncover growth opportunities.
- Territorypointof contactforstrategicmigration customers pricing packaging entitlements order processing and renewal conversations.
- Capture and act on customer feedbackto inform product roadmap deepen trust and create expansion narratives.
Solution Positioning & Demonstration
- Deliver compelling solution presentations and demonstrations partnering with Solution Consultants that translatesmigration value into business outcomes ROI and expansion rationale.
- Position AI-enabled workflows research automation and CoCounsel Tax capabilitiesto drive adoption and expansion across the customer footprint.
- Coordinate trials POCs and pilot programsthat accelerate the commercial cycle.
Cross-Functional Collaboration
- Partner with Solution Consultants and Engineeringon technical positioning and demonstrations.
- Work with Customer Success andAccount Specialistto ensure post-salesadoption protects renewal and creates expansion opportunities.
About You:
Youre a fit for the role of Account Manager if you have:
- 35 yearsin B2B sales account management or customer-facing commercial roles withquota responsibility.
- Demonstrated successsellingrenewing upselling and cross-sellingexisting customers with full-cycle deal experience.
- Experience supporting or leadingplatform migrations product transitions or customer adoption programstied to commercial outcomes.
- Strong ability to translate customer workflows intosolution narratives business cases and ROI conversations.
- Excellent written and verbal communication negotiation and time management skills.
- Proficiency withCRM (Salesforce or similar) sales engagement tools CPQ/quoting virtual demo platforms and forecasting dashboards.
Preferred QualificationsAndSkills
- Experience intax legal compliance risk information services or SaaS.
- Familiarity withCoCounsel Taxor enterprise research and knowledge platforms.
- Experience selling or enablingAI-powered workflows(copilots research automation semantic search agentic systems).
- Experience in enterprise environments with sensitivity to security privacy and procurement requirements.
- Channel/partner sales exposure.
- Customer focus and solution selling(Obsess Over Our Customers)
- Commercial acumen and negotiation(Aim for Greatness)
- Cross-functional collaboration and stakeholder management(Stronger Together)
- Adaptability urgency and a growth mindset(Act Fast Learn Fast)
- Analytical thinking and pipeline discipline
- Resilient coachable and action-oriented
- Must be able to support time zones across the region as required.
#LI-TK1
Whats 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 tomorrows 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.
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.
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