Account Executive – Tax

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🔥 0 minutes ago

🏛️ District of Columbia, New York, +1 more states – Remote

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

💵 $136.5k - $253.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Thomson Reuters

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2008

💸 Finance

📱 Media

☁️ SaaS

Finance • Media • SaaS

Thomson Reuters is a global content and technology company that provides professionals with reliable and accurate solutions across the legal, tax and accounting, international trade, and risk management sectors. The company offers a range of products including legal research tools, tax preparation software, compliance and regulatory solutions, and media services like Reuters for global news. With significant investments in generative AI, Thomson Reuters continues to innovate in helping professionals optimize their workflows and enhance their decision-making. Their platforms serve various industries such as law firms, corporations, tax professionals, and media organizations, providing essential tools that combine powerful technology with in-depth expert content.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.