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About the Role

The Account Manager will lead customer migration and adoption efforts for organizations transitioning to CoCounsel Tax. This role combines customer-facing program leadership with internal field enablement, ensuring successful customer adoption. It partners closely with sales, customer success, support, product, and product marketing teams to drive migration readiness, accelerate adoption, reduce friction, and improve the product based on field insights.

Responsibilities

Lead end-to-end customer migrations from legacy platforms to CoCounsel Tax, partnering cross-functionally with internal teams.
Conduct migration discovery and readiness planning, including workflow assessments, stakeholder mapping, and timeline planning.
Support sales and customer conversations by joining discovery calls and solution discussions to align migration strategy and business outcomes.
Create and maintain migration and adoption artifacts, including checklists, rollout plans, and enablement calendars.
Lead recurring customer and internal working sessions to track progress, remove blockers, and manage risks.
Support onboarding, enablement, and adoption through live walkthroughs, office hours, and tailored training.
Track migration health and adoption progress by monitoring milestones, risks, and adoption signals.
Serve as a first-line internal resource for questions related to migration paths, deployment considerations, and workflow mapping.
Gather and synthesize customer and field feedback from migrations, including feature gaps and adoption priorities.
Create internal readouts and recommendations to inform roadmap prioritization and continuous improvement.
Support customer success stories and case studies by collecting outcome data and customer quotes.

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.
Experience supporting or enabling AI-powered workflows, including copilots, research automation, semantic search, or agentic systems.
Experience working in enterprise environments with sensitivity to security, privacy, and procurement requirements.
Comfort analyzing adoption metrics, support trends, and customer feedback to improve execution and outcomes.

Skills

Customer Migration
Customer Adoption
Program Leadership
Field Enablement
Cross-functional Collaboration
Workflow Assessment
Stakeholder Mapping
Timeline Planning
Sales Support
Customer Success
Product Training
Product Marketing
Risk Management
Onboarding
Training
Data Analysis
Feedback Synthesis
Roadmap Prioritization
Continuous Improvement
Case Study Development
AI-powered workflows
Enterprise environments
Security
Privacy
Procurement
Adoption Metrics
Support Trends

Location

Work Type

Remote

Experience Level

5+ years

Salary/Compensations

$136,500 USD - $253,500 USD

Benefits

Flex My Way workplace policies
Work from anywhere for up to 8 weeks per year
Continuous learning and skill development
Grow My Way programming
Skills-first approach
Flexible vacation
Two company-wide Mental Health Days off
Access to the Headspace app
Retirement savings
Tuition reimbursement
Employee incentive programs
Resources for mental, physical, and financial wellbeing
Globally recognized, award-winning reputation for inclusion and belonging
Two paid volunteer days off annually
Pro-bono consulting projects
Environmental, Social, and Governance (ESG) initiatives
Market competitive health, dental, vision, disability, and life insurance programs
Competitive 401k plan with company match
Competitive vacation, sick and safe paid time off
Paid holidays
Parental leave
Sabbatical leave
Optional hospital, accident and sickness insurance
Optional life and AD&D insurance
Flexible Spending and Health Savings Accounts
Fitness reimbursement
Access to Employee Assistance Program
Group Legal Identity Theft Protection benefit
Access to 529 Plan
Commuter benefits
Adoption & Surrogacy Assistance
Access to Employee Stock Purchase Plan

About the Company

Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions.
We serve professionals across legal, tax, accounting, compliance, government, and media.
Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency.
Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news.
We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments.
At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them.
Join us and help shape the industries that move society forward.

Equal Opportunity

As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals.
To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law.
Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.
We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.