Account Manager, Co-Counsel Tax

Account Manager, CoCounsel Tax The Account Manager,   CoCounsel   Tax Migration & Growth is   a   quota-carrying sales role   responsible for driving revenue, retention, and expansion across   new prospects and   customers transitioning from legacy platforms to   CoCounsel   Tax. This role owns the commercial relationship through the   sales and   migration lifecycle —   prospecting and conducting discovery through close and   converting migration moments   into   renewal protection, upsell, cross-sell, and new logo opportunities . The Account Manager partners closely with Solution Consultants, Customer   Success,   Account Specialist, and Associate Sales Specialist roles   to   accelerate adoption, protect ARR, and grow   account 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 of   business   of   prospects and existing   customers migrating to   CoCounsel   Tax ; carry   an assigned   quota   for   new business and for   renewals, 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 — for   new business,   migration-tied   opportunities   and adjacent expansion plays.   Protect and grow ARR   by 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 weekly   with accuracy; meet or exceed quarterly and annual quota and KPIs.   Track migration health   through milestones, adoption signals, and risk indicators; escalate proactively to protect revenue .   Maintain a territory plan that highlights   key opportunities across new business and install base.   Have a key action plan to prioritize opportu nities, leverage cross-sell, and collaborate with   territory account managers and front-line customer   teams.   Customer Relationship Management    Build multi-threaded relationships   across administrators, champions, and economic buyers to strengthen account   and uncover growth opportunities.   Territory   point   of contact   for   strategic   migration customers — pricing, packaging, entitlements, order processing, and renewal conversations.   Capture and act on customer feedback   to inform product roadmap, deepen trust, and create expansion narratives.   Solution Positioning & Demonstration    Deliver compelling solution presentations and demonstrations   — partnering with Solution Consultants — that translate s   migration value into business outcomes, ROI, and expansion rationale.   Position AI-enabled workflows, research automation, and CoCounsel Tax capabilities   to drive adoption and expansion across the customer footprint.   Coordinate trials, POCs, and pilot programs   that accelerate the commercial cycle.   Cross-Functional Collaboration    Partner with Solution Consultants and Engineering   on technical positioning and demonstrations.   Work with Customer Success and   Account Specialist   to ensure post- sales   adoption protects renewal and creates expansion opportunities.   About You: You're a fit for the role of Account Manager if you have: 3–5+ years   in B2B sales, account management, or customer-facing commercial roles with   quota responsibility .   Demonstrated success   selling,   renewing, upselling, and cross-selling   existing customers, with full-cycle deal experience.   Experience supporting or leading   platform migrations, product transitions, or customer adoption programs   tied to commercial outcomes.   Strong ability to translate customer workflows into   solution narratives, business cases, and ROI conversations .   Excellent written and verbal communication, negotiation, and time management skills.   Proficiency with   CRM (Salesforce or similar) , sales engagement tools, CPQ/quoting, virtual demo platforms, and forecasting dashboards.   Preferred Qualifications   And   Skills   Experience in   tax, legal, compliance, risk, information services, or SaaS .   Familiarity with   CoCounsel Tax   or enterprise research and knowledge platforms.   Experience selling or enabling   AI-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 What’s 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 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 in