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About the Role
This account manager position leads the migration of existing Thomson Reuters Corporate SMB customers to CoCounsel, working a defined list of assigned target accounts from first conversation through completed migration. You will be expected to meet/exceed migration and customer engagement activity targets, focusing on account outreach, discovery conversations, and migration progression. This role supports the efforts of the SMB Corporates organization within Thomson Reuters Legal by accelerating CoCounsel adoption across our existing customer base. It requires a seasoned, consultative seller who can quickly diagnose customer workflows, articulate CoCounsel's value, overcome resistance to change, and guide accounts through a smooth upsell transition.
Responsibilities
- Achieve and exceed monthly and annual migration quotas, measuring accounts migrated within set KPI’s and sales processes
- Proactively engage decision-makers and end users at assigned accounts using outbound calls, emails, and LinkedIn Sales Navigator to schedule discovery and migration conversations
- Gather and log all call information, migration orders, and account activity within Salesforce, Thomson Reuters CRM system, correctly and accurately, ensuring migration status and stage are tracked for every target account
- Develop and deliver accurate migration forecasts and account-level progress reporting against the target list
- Identify and escalate migration risks (contract and renewal timing, technical or adoption blockers) and build account-specific plans to resolve them
- Assume other responsibilities as required or requested by Sales Management
- Own a defined list of existing Corporate SMB target accounts and drive each account from initial outreach through completed transition to CoCounsel
- Serve as the trusted advisor for each assigned account through the migration, using consultative discovery to map current workflows to CoCounsel capabilities and demonstrate clear value
- Work with organizations (Customer Success, Onboarding and Training, Product Specialists, Order Fulfillment, Customer Service, etc.) throughout Thomson Reuters to ensure migrations are executed efficiently and accurately and customer issues are resolved in a timely manner
- Actively contribute to and works responsibly in a team environment, including collaborating with Account Managers and key stakeholders who own the broader customer relationship
- Capture customer feedback, objections, and competitive insights from conversations and share them to refine playbooks and product strategy
- Maintain expert knowledge of CoCounsel and the legacy products being migrated, along with migration programs and incentives within the sales division
- Actively participate in meetings, training sessions and individual professional development and skill building
Requirements
- Minimum of 4 years of B2B sales experience with a consistent record of quota attainment, ideally including customer conversions, incremental sales, renewals, or technology transitions
- Proven ability to manage a defined book of accounts and drive change with existing customers; outbound outreach experience required
- Pipeline management skills in the CRM environment required – Salesforce.com experience strongly preferred
- Proficient in Microsoft Office applications; including ability to demonstrate online products using web-based tools (Microsoft Teams, Zoom, WebEx, etc.)
- Excellent verbal and written communication skills
- Ability to negotiate migration terms, pricing, and timelines with customers within set parameters
- Demonstrated knowledge of proper telephone etiquette and professional attitude and integrity
- Ability to manage multiple concurrent migrations and prioritize effectively across the assigned target list
Skills
- Salesforce.com
- Microsoft Office applications
- Microsoft Teams
- Zoom
- WebEx
- AI
- SaaS
- legal technology solutions
- Legal industry knowledge
Location
- US
Work Type
- Work from anywhere for up to 8 weeks per year
Experience Level
- Minimum of 4 years of B2B sales experience
Education Level
- College Degree in business, sales or related field strongly preferred
Salary/Compensations
- $136,500 USD - $253,500 USD
Benefits
- Flex My Way workplace policies
- Work from anywhere for up to 8 weeks per year
- 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
- Two paid volunteer days off annually
- 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 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
- 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.