Account Manager, Co-Counsel Tax

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

📋 Description

• Sales Execution & Revenue Growth: Manage a portfolio of prospects and existing clients transitioning to CoCounsel Tax.

• Conduct full-cycle sales processes — including discovery, solution positioning, demonstrations, proposals, negotiations, and closing — for new business and adjacent expansion efforts.

• Safeguard and enhance ARR by linking migration milestones to commercial results.

• Ensure accurate pipeline management in CRM (Salesforce).

• Establish multi-threaded connections with administrators, champions, and economic buyers to identify growth opportunities.

• Present engaging solution demonstrations that clearly convey migration value and its impact on business outcomes.

• Collaborate with cross-functional teams to ensure post-sales adoption that secures renewals and fosters expansion opportunities.

⛳️ Requirements

• 3–5+ years of experience in B2B sales, account management, or customer-facing commercial roles with quota responsibilities.

• Proven track record in selling, renewing, upselling, and cross-selling to existing clients, with comprehensive deal experience.

• Background in supporting or leading platform migrations, product transitions, or customer adoption initiatives linked to commercial results.

• Strong capability to translate customer workflows into solution narratives, business cases, and ROI discussions.

• Exceptional written and verbal communication, negotiation, and time management skills.

• Proficiency in CRM systems (Salesforce or similar), sales engagement tools, CPQ/quoting, virtual demo platforms, and forecasting dashboards.

🏝️ Benefits

• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to assist in managing personal and professional responsibilities, whether it's caring for family, contributing to the community, or taking time to rejuvenate.

• Career Development and Growth: We promote a culture of continuous learning and skill enhancement.

• Industry Competitive Benefits: Our comprehensive benefit plans 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: We have a globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more.

• Social Impact: Contribute to your community through our Social Impact Institute. We provide employees with two paid volunteer days off each year and opportunities to engage in pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.