Account Executive – Tax
Location
District Of Columbia + 2 moreAll locations: District Of Columbia | New York | Massachusetts
Posted
2 days ago
Salary
$136.5K - $253.5K / year
Seniority
Senior
Job Description
Account Executive – Tax
Thomson Reuters
• 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.
Job 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.
Related Guides
Related Job Pages
More Account Executive Jobs
• 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
Strategic Account Executive
FieldguidePowering the future of trust with modern software for assurance & advisory firms.
• Drive EMEA strategy: Orchestrate account strategy across regions, landing international clients and ensuring alignment toward shared revenue goals. • Own strategic accounts: Manage a targeted list of global firms, overseeing the full sales cycle from prospecting to close. • Drive revenue growth: Consistently achieve and exceed revenue targets and sales metrics across your global portfolio. • Executive-level stakeholders: Manage, prepare, and partner effectively with senior executives, both external and internal. • Own complex project management: Coordinate stakeholders and deliverables across global accounts to advance large-scale opportunities. • Build executive trust: Establish yourself as a trusted advisor with global decision-makers, aligning Fieldguide’s solutions to business needs and strategic objectives. • Lead compelling engagements: Deliver executive-level presentations and solution walkthroughs that resonate across diverse stakeholders. • Coordinate cross-functionally: Partner with Solutions, Finance, Product, and Marketing teams to deliver globally consistent yet locally relevant customer outcomes. • Develop playbooks: Capture learnings and best practices to continuously refine Fieldguide’s enterprise and global sales processes. • Represent Fieldguide globally: Attend key industry conferences and networking events to strengthen our global presence and open new opportunities. • Travel up to 30% expected.
Clinical Account Executive
LivinitiWe have a new name. Our commitment to reshape pharmacy benefits remains the same.
• Support pharmacy benefit management programs with the development of clinical strategies • Develop new clinical strategies and provide oversight of clinical programs • Analyze, interpret, and develop recommendations using prescription claims data • Participate in client implementation meetings and maintain client relationships • Make recommendations for clients regarding drug pipeline activity • Provide drug information and operational expertise • Analyze and evaluate pharmacy data and reporting • Develop communication materials regarding formulary and utilization management changes • Support customer service department when clinical claim review is needed • Collaborate with cross-functional teams and report on various responsibilities
Client Partner – Senior Account Director, Digital Solutions
Virtual IdentityVI transforms business challenges into digital opportunities – with offices in Munich, Freiburg, Vienna, and Porto.
• Own client relationships and drive the associated commercial growth. • Build close, trusting partnerships across a portfolio of clients. • Help clients identify and solve their core business challenges. • Define and shape account team rituals to create the right culture and ambition.
