Account Manager, CoCounsel Tax

Job Summary

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

Key responsibilities

• Lead end-to-end customer migrations from legacy platforms to CoCounsel Tax, collaborating with various internal teams
• Conduct migration discovery and readiness planning, including workflow assessments and timeline planning
• Create and maintain migration and adoption artifacts, ensuring effective communication and alignment throughout the migration lifecycle

Required qualifications

• 5+ years of experience in a customer-facing role such as Customer Success, Implementation, or Technical Account Management
• 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 diverse audiences