Account Executive, CoCounsel Tax

Job Summary

To support customer migration and enablement efforts for CoCounsel Tax, the full-time remote Account Executive will lead customer transitions from legacy platforms, collaborating with cross-functional teams to ensure successful adoption and ongoing support.

Key responsibilities

• Lead end-to-end customer migrations, partnering with internal teams to ensure readiness and alignment
• Conduct migration discovery and readiness planning, including workflow assessments and timeline planning
• Create and maintain migration and adoption artifacts, tracking progress and managing risks throughout the migration lifecycle

Required qualifications

• 5+ years of experience in customer-facing roles such as Customer Success, Implementation, or Solutions Consulting
• Demonstrated experience supporting platform migrations or customer adoption programs
• Strong ability to translate customer workflows into practical requirements and action plans
• Proven ability to manage multiple workstreams and collaborate across various teams
• Excellent written and verbal communication skills for creating clear materials for diverse audiences