Account Executive – Tax

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

📋 Description

• Oversee comprehensive customer migrations from legacy systems to CoCounsel Tax, collaborating across various teams including Account Managers, Account Specialists, Customer Success, Support, Product Training, Product, Solutions Consultants, and other internal departments.

• Execute migration discovery and planning for readiness, which encompasses workflow evaluations, stakeholder identification, legacy analysis, data and tracking necessities, access considerations, key use cases, success benchmarks, rollout sequencing, and timeline organization.

• Assist in sales, account planning, and customer interactions by participating in discovery calls, solution discussions, demonstrations, and both pre- and post-sale planning sessions to synchronize migration strategies, desired business outcomes, adoption necessities, and customer preparedness.

• Develop and manage migration and adoption resources, which include checklists, rollout strategies, enablement schedules, adoption playbooks, FAQs, objection responses, demo guidance, customer communications, migration positioning, and success narrative content.

• Facilitate regular customer and internal sessions with administrators, champions, account teams, and cross-functional stakeholders to monitor progress, eliminate obstacles, address risks, and maintain alignment throughout the migration process.

• Enhance onboarding, enablement, and adoption through live demonstrations, office hours, customized training, and timely support for administrators, champions, end users, Account Managers, Account Specialists, Solutions Consultants, and partner teams.

• Monitor migration health and adoption progress by tracking milestones, risks, adoption indicators, support trends, workflow efficiency improvements, reduced research time, customer confidence, and other agreed-upon success metrics.

• Act as a primary internal resource for inquiries regarding migration pathways, packaging and entitlements, deployment considerations, adoption challenges, and mapping from legacy to new workflows.

• Collect and integrate feedback from customers and the field regarding migrations, including feature gaps, workflow challenges, governance needs, performance expectations, research use cases, and adoption priorities for AI-driven solutions.

• Produce internal reports and recommendations that summarize trends, themes, business impacts, customer needs, and suggested actions to guide roadmap prioritization and ongoing enhancement.

• Assist in developing customer success narratives and case studies by gathering outcome data, customer testimonials, examples of business impact, and narrative insights in collaboration with Product Marketing.

⛳️ Requirements

• A 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 experience in supporting 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 skills, with the capacity to produce clear materials for both customer and internal stakeholders.

• Demonstrated ability to manage multiple projects and collaborate efficiently across sales, support, product, product marketing, finance, and related teams.

• Preferably familiar with CoCounsel Tax, tax or compliance workflows, or enterprise research and knowledge platforms.

• Experience in supporting or facilitating AI-powered workflows, including copilots, research automation, semantic search, or agentic systems is preferred.

🏝️ Benefits

• Flex My Way is a suite of supportive workplace policies aimed at helping manage personal and professional responsibilities, whether it's caring for family, contributing to the community, or finding time to refresh and reset.

• Comprehensive benefits packages that 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 wellness.

• Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more.

• Social Impact Institute: Make a difference in your community through our Social Impact Institute. Employees are offered two paid volunteer days off each year and opportunities to engage in pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.

• Additional benefits encompass optional hospital, accident, and sickness insurance paid entirely by the employee; optional life and AD&D insurance also paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit at the employee's expense; access to 529 Plans; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and eligibility for Employee Stock Purchase Plan.