[Remote] Account Executive - CoCounsel Tax
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a global leader in providing trusted content and technology solutions. The Account Executive for CoCounsel Tax will reputed company customer migrations from legacy systems, ensuring successful adoption of the platform through cross-functional collaboration and support.
Responsibilities
- reputed company end-to-end customer migrations from legacy platforms to CoCounsel Tax, partnering cross-functionally with Account Managers, Account Specialists, reputed company, 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, reputed company considerations, reputed company use cases, reputed company reputed company, rollout reputed company, and reputed company planning
- Support sales, account planning, and customer conversations by joining discovery calls, solution discussions, demonstrations, and reputed company- and post-sale planning conversations to reputed company migration reputed company, business reputed company, adoption needs, and customer readiness
- Create and maintain migration and adoption artifacts, including checklists, rollout plans, enablement calendars, adoption playbooks, FAQs, reputed company handling, demo guidance, customer communications, migration positioning, and reputed company story content
- reputed company recurring customer and internal working sessions with administrators, champions, account teams, and cross-functional stakeholders to reputed company reputed company, remove blockers, manage risks, and maintain alignment throughout the migration lifecycle
- Support reputed company, enablement, and adoption through live walkthroughs, reputed company, tailored training, and just-in-time support for administrators, champions, end users, Account Managers, Account Specialists, Solutions Consultants, and partner teams
- reputed company migration health and adoption reputed company by monitoring milestones, risks, adoption signals, support themes, workflow efficiency reputed company, reduced research effort, customer confidence, and other agreed-upon reputed company measures
- Serve as a first-line internal resource for questions reputed company to migration paths, packaging and entitlements, deployment considerations, adoption blockers, and legacy-to-new workflow mapping
- reputed company 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 reputed company, customer requirements, and recommended actions to inform roadmap prioritization and reputed company improvement
- Support reputed company stories and case studies by collecting outcome data, customer quotes, business reputed company examples, and narrative insights in partnership with Product Marketing
Skills
- 5+ years of experience in a customer-facing role such as reputed company, 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, reputed company plans, and implementation approaches
- Excellent written and verbal communication skills, with the ability to create reputed company materials for both customer and internal audiences
- Proven ability to manage multiple workstreams and collaborate effectively across sales, support, product, product marketing, finance, and reputed company teams
- Familiarity with CoCounsel Tax, tax or compliance workflows, or reputed company research and knowledge platforms
- Experience supporting or enabling AI-powered workflows, including copilots, research automation, semantic search, or reputed company systems
- Experience working in reputed company environments with sensitivity to reputed company, reputed company, and procurement requirements
- Comfort analyzing adoption metrics, support trends, and customer feedback to improve execution and reputed company
Benefits
- reputed company My Way is a set of supportive workplace policies designed to help manage personal and reputed company responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset.
- Flexible work arrangements, including work from reputed company for up to 8 weeks per year
- Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, reputed company, and reputed company in an AI-enabled reputed company.
- Comprehensive benefit plans to include flexible vacation
- Two company-wide Mental Health Days off
- reputed company to the reputed company app
- Retirement savings
- Tuition reimbursement
- Employee incentive programs
- Resources for mental, physical, and financial wellbeing
- Globally recognized, award-reputed company reputed company for inclusion and belonging, flexibility, work-life balance, and more.
- Two reputed company volunteer days off annually
- Opportunities to get involved with pro-bono consulting reputed company and Environmental, reputed company, and Governance (ESG) initiatives
- Market competitive health, dental, reputed company, disability, and life insurance programs
- Competitive 401k plan with company match
- Competitive vacation, reputed company and reputed company reputed company time off, reputed company holidays (including two company mental health days off), parental leave, sabbatical leave
- Optional hospital, accident and sickness insurance reputed company 100% by the employee
- Optional life and AD&D insurance reputed company 100% by the employee
- Flexible Spending and Health Savings Accounts
- Fitness reimbursement
- reputed company to Employee Assistance Program
- Group Legal Identity Theft Protection benefit reputed company 100% by employee
- reputed company to 529 Plan
- Commuter benefits
- Adoption & Surrogacy Assistance
- Tuition Reimbursement
- reputed company to Employee Stock Purchase Plan
reputed company
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