Account Executive – Tax

Vaga não está no LinkedIn

🕒 Julho 8

🏛️ District of Columbia, New York, +1 estados a mais – Remoto

🏛️ District of Columbia – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote

💵 $136.500 - $253.500 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

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Thomson Reuters

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 2008

💼 Consultoria

⚖️ Jurídico

🛡️ Seguros

Consulting • Legal • Insurance

A Thomson Reuters é uma empresa global de conteúdo e tecnologia que oferece a profissionais soluções confiáveis e precisas nos setores jurídico, fiscal e de contabilidade, comércio internacional e gestão de riscos. A companhia disponibiliza um portfólio que inclui ferramentas de pesquisa jurídica, software de preparação fiscal, soluções de compliance e regulatórias, além de serviços de mídia, como a Reuters, para notícias globais. Com investimentos significativos em IA generativa, a Thomson Reuters segue inovando para ajudar profissionais a otimizar seus fluxos de trabalho e aprimorar a tomada de decisão. Suas plataformas atendem a diversos segmentos — como escritórios de advocacia, corporações, profissionais da área tributária e organizações de mídia —, fornecendo ferramentas essenciais que combinam tecnologia poderosa com conteúdo especializado aprofundado.

Descrição

• Lead end-to-end customer migrations from legacy platforms to CoCounsel Tax, partnering cross-functionally with Account Managers, Account Specialists, Customer Success, 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, access considerations, priority use cases, success criteria, rollout sequencing, and timeline planning. • Support sales, account planning, and customer conversations by joining discovery calls, solution discussions, demonstrations, and pre- and post-sale planning conversations to align migration strategy, business outcomes, adoption needs, and customer readiness. • Create and maintain migration and adoption artifacts, including checklists, rollout plans, enablement calendars, adoption playbooks, FAQs, objection handling, demo guidance, customer communications, migration positioning, and success story content. • Lead recurring customer and internal working sessions with administrators, champions, account teams, and cross-functional stakeholders to track progress, remove blockers, manage risks, and maintain alignment throughout the migration lifecycle. • Support onboarding, enablement, and adoption through live walkthroughs, office hours, tailored training, and just-in-time support for administrators, champions, end users, Account Managers, Account Specialists, Solutions Consultants, and partner teams. • Track migration health and adoption progress by monitoring milestones, risks, adoption signals, support themes, workflow efficiency gains, reduced research effort, customer confidence, and other agreed-upon success measures. • Serve as a first-line internal resource for questions related to migration paths, packaging and entitlements, deployment considerations, adoption blockers, and legacy-to-new workflow mapping. • Gather 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 impact, customer requirements, and recommended actions to inform roadmap prioritization and continuous improvement. • Support customer success stories and case studies by collecting outcome data, customer quotes, business impact examples, and narrative insights in partnership with Product Marketing.

🎯 Requisitos

• 5+ years of experience in a customer-facing role such as Customer Success, 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, action plans, and implementation approaches. • Excellent written and verbal communication skills, with the ability to create clear materials for both customer and internal audiences. • Proven ability to manage multiple workstreams and collaborate effectively across sales, support, product, product marketing, finance, and related teams. • Familiarity with CoCounsel Tax, tax or compliance workflows, or enterprise research and knowledge platforms preferred. • Experience supporting or enabling AI-powered workflows, including copilots, research automation, semantic search, or agentic systems preferred.

🏖️ Benefícios

• 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. • Comprehensive benefit plans to 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. • Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. • Social Impact Institute: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives. • Additional benefits including optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.