Account Executive – CoCounsel Tax

This is a fully remote position, open to applicants in Arizona, +2 more states.

📋 Description

• Oversee the complete transition of customers from legacy systems to CoCounsel Tax.

• Carry out migration discovery and readiness assessments.

• Assist sales and customer discussions to ensure alignment on migration strategies.

• Develop and manage migration and adoption documentation.

• Facilitate regular customer and internal meetings to monitor progress.

• Provide onboarding, enablement, and adoption support through live demonstrations and customized training sessions.

• Monitor the health of migrations and track adoption metrics.

• Collect and analyze customer feedback throughout the migration process.

• Prepare internal reports and recommendations based on findings.

⛳️ Requirements

• Minimum of 5 years of experience in a customer-facing position such as Customer Success, Implementation, Solutions Consulting, Sales Enablement, Product Support, or Technical Account Management.

• Proven track record in facilitating platform migrations, product transitions, or customer adoption initiatives.

• Strong capability to convert customer workflows into actionable requirements, plans, and implementation strategies.

• Exceptional written and verbal communication abilities.

• Demonstrated skill in managing multiple projects and collaborating efficiently across diverse teams.

🏝️ Benefits

• Flex My Way offers supportive workplace policies to help manage various responsibilities.

• Flexible work options, including the ability to work remotely for up to 8 weeks each year.

• Comprehensive benefits packages, including flexible vacation policies.

• Two Mental Health Days off for the entire company.

• Access to the Headspace app for mindfulness and well-being.

• Retirement savings plans.

• Tuition reimbursement opportunities.

• Employee incentive programs.

• Resources dedicated to mental, physical, and financial wellness.

• Recognized for an award-winning culture of inclusion and belonging.

• Opportunity for social impact with two paid volunteer days off each year.