Account Executive- CoCounsel Tax

The Account Executive will be responsible for Customer Migration & Enablement of CoCounsel Tax.  Lead customer migration and adoption efforts for organizations transitioning from legacy platforms to CoCounsel Tax. This role combines customer-facing program leadership with internal field enablement, ensuring customers are prepared, supported, and positioned for successful adoption. The role partners closely with sales, customer success, support, product, and product marketing teams to drive migration readiness, accelerate adoption, reduce friction, and turn field insights into actionable improvements. 

Location: remote based position will cover accounts on the western region of US.

About the Role:

In this opportunity as an Account Executive you will:

• Lead end-to-end customer migrations from legacy platforms to CoCounsel Tax, partnering cross-functionally with Account Managers, Account Specialists, Customer Success, Support, Product Training, Product, Solutions Consultants, and other internal teams.

• Conduct migration discovery and readiness planning, including workflow assessments, stakeholder mapping, legacy footprint analysis, data and tracking requirements, access considerations, priority use cases, success criteria, rollout sequencing, and timeline planning.

• Support sales, account planning, and customer conversations by joining discovery calls, solution discussions, demonstrations, and pre- and post-sale planning conversations to align migration strategy, business outcomes, adoption needs, and customer readiness.

• Create and maintain migration and adoption artifacts, including checklists, rollout plans, enablement calendars, adoption playbooks, FAQs, objection handling, demo guidance, customer communications, migration positioning, and success story content.

• Lead recurring customer and internal working sessions with administrators, champions, account teams, and cross-functional stakeholders to track progress, remove blockers, manage risks, and maintain alignment throughout the migration lifecycle.

• Support onboarding, enablement, and adoption through live walkthroughs, office hours, tailored training, and just-in-time support for administrators, champions, end users, Account Managers, Account Specialists, Solutions Consultants, and partner teams.

• Track migration health and adoption progress by monitoring milestones, risks, adoption signals, support themes, workflow efficiency gains, reduced research effort, customer confidence, and other agreed-upon success measures.

• Serve as a first-line internal resource for questions related to migration paths, packaging and entitlements, deployment considerations, adoption blockers, and legacy-to-new workflow mapping.

• Gather and synthesize customer and field feedback from migrations, including feature gaps, workflow friction, governance requirements, performance expectations, research use cases, and adoption priorities for AI-enabled solutions.

• Create internal readouts and recommendations that summarize trends, themes, business impact, customer requirements, and recommended actions to inform roadmap prioritization and continuous improvement.

• Support customer success stories and case studies by collecting outcome data, customer quotes, business impact examples, and narrative insights in partnership with Product Marketing.

About You:

You're a fit for the role of Account Executive if you have:

• 5+ years of experience in a customer-facing role such as Customer Success, Implementation, Solutions Consulting, Sales Enablement, Product Support, or Technical Account Management. 

• Demonstrated experience supporting platform migrations, product transitions, or customer adoption programs. 

• Strong ability to translate customer workflows into practical requirements, action plans, and implementation approaches. 

• Excellent written and verbal communication skills, with the ability to create clear materials for both customer and internal audiences. 

• Proven ability to manage multiple workstreams and collaborate effectively across sales, support, product, product marketing, finance, and related teams. 

 Preferred Knowledge and Skills 

• Familiarity with CoCounsel Tax, tax or compliance workflows, or enterprise research and knowledge platforms. 

• Experience supporting or enabling AI-powered workflows, including copilots, research automation, semantic search, or agentic systems. 

• Experience working in enterprise environments with sensitivity to security, privacy, and procurement requirements. 

• Comfort analyzing adoption metrics, support trends, and customer feedback to improve execution and outcomes. 

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