Account Executive, CoCounsel Tax

Job Summary

Leading customer migration and adoption efforts for CoCounsel Tax, the full-time remote Account Executive will manage end-to-end migrations from legacy platforms, conduct readiness planning, and support sales and customer conversations to ensure successful transitions.

Key responsibilities

• Lead end-to-end customer migrations and collaborate with cross-functional teams to ensure migration readiness
• Conduct migration discovery and readiness planning, including workflow assessments and timeline planning
• Create and maintain migration and adoption artifacts, and support onboarding and enablement through tailored training and resources

Required qualifications

• 5+ years of experience in a customer-facing role such as Customer Success, Implementation, or Sales Enablement
• 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 effectively across various teams
• Excellent written and verbal communication skills for creating clear materials for customers and internal audiences