Thomson Reuters

• Support customers across the Corporate Legal Software suite of products • Engage with executives at our largest customers • Deliver measurable customer outcomes through structured Customer Success Plans (CSPs) • Conduct executive business reviews (EBRs) and proactive customer check-ins • Focus on adoption, value realization, and expansion in partnership with Sales and Professional Services • Monitor customer health, usage data, and growth opportunities • Build and present business plans • Establish and maintain long-term customer relationships • Effectively partner with internal and external partners • Leverage technology tools for managing client information, pipeline, and financial forecasts

• Develop and optimize predictive models and machine learning solutions for analyzing unstructured data • Collaborate with engineering and research teams to design, build, and deploy scalable predictive systems • Apply statistical and machine learning techniques to extract insights and improve platform performance • Guide the data pipeline architecture with a focus on robustness, scalability, and reproducibility • Provide thought leadership on emerging data science trends

• Engage regularly with senior executives to understand their goals and provide strategic guidance • Jointly create success plans with customers to deliver value and outcomes from Thomson Reuters' legal AI solutions • Collaborate with customers to identify their specific business challenges and design tailored workflows/use cases • Partner with customers to help gain executive sponsorship and define change management strategies • Ensure users are trained appropriately and define mutual strategies to grow adoption of TR Legal AI solutions • Capture value delivered to customers, lead executive business reviews, and develop the joint roadmap for success • Proactively address customer needs and identify opportunities for expansion

• 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.

• 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.

• Lead end-to-end customer migrations from legacy platforms to CoCounsel Tax • Conduct migration discovery and readiness planning • Support sales and customer conversations to align migration strategy • Create and maintain migration and adoption artifacts • Lead recurring customer and internal working sessions to track progress • Support onboarding, enablement, and adoption through live walkthroughs and tailored training • Track migration health and adoption progress • Gather and synthesize customer feedback from migrations • Create internal readouts and recommendations

• Lead end-to-end implementations across the full project life cycle • Lead client workshops to gather requirements, review processes, and define solution designs • Implement Sales & Use Tax Compliance, Certificate Manager, and VAT Compliance solutions • Provide training, documentation, and knowledge transfer to client teams • Manage project issues, risks, and status updates while partnering with internal and client stakeholders • Support presales and solution discussions as needed

• Developing and executing account plans for small to mid-sized corporate accounts • Expanding revenue footprint with existing customers and prospecting new business • Leading the entire sales process from prospecting to deal closing to renewal • Meeting or exceeding revenue targets • Collaborating with other teams to tailor solutions for customers • Establishing and maintaining strong relationships with key decision-makers • Regularly updating CRM system (salesforce.com) for accurate sales activities

• Create and maintain high-quality legal content for data privacy & cybersecurity • Research and monitor legal, practice, and market developments • Support development of AI-powered tools with legal expertise • Collaborate on tech development and product enhancements • Maintain relationships with external contributors and industry groups • Support sales and marketing initiatives

• Create and maintain high-quality online legal content • Research, draft, and maintain practical data privacy & cybersecurity legal know-how content • Monitor legal, practice, and market developments in data privacy & cybersecurity globally • Support the development of AI-powered tools and identify methods for content development and AI solutions • Partner with Product Management to innovate on tech development and product enhancements • Establish relationships with external law firm contributors and industry groups • Support sales, marketing, and respond to customer inquiries