Account Manager, CoCounsel Tax

Job Summary

Leading customer migration and enablement efforts, the full-time remote Account Manager, CoCounsel Tax will manage transitions from legacy platforms to CoCounsel Tax, collaborating with various internal teams to ensure successful adoption and customer satisfaction.

Key responsibilities

• Lead end-to-end customer migrations, partnering cross-functionally with 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 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 effectively across teams
• Excellent written and verbal communication skills for creating clear materials for diverse audiences