Account Manager

Refinitiv; Frisco (TX); On-site; USD 137,000 - 254,000; Full time

Benefits offered by this job

Flex My Way program

Headspace app access

Tuition reimbursement

Mental Health Days off

Job summary

Thomson Reuters seeks an Account Manager for CoCounsel Tax to drive customer migrations and enablement across the US. You will coordinate with sales, customer success, support, and product teams to ensure a smooth transition from legacy platforms to CoCounsel Tax.

The role requires strong communication skills and a track record of managing multiple workstreams, with remote work flexibility and a focus on customer outcomes while adhering to security and procurement requirements.

Qualifications

• 5+ years in a customer-facing role.
• Experience supporting platform migrations or adoption programs.
• Ability to translate customer workflows into actionable plans.
• Excellent written and verbal communication skills.
• Ability to manage multiple workstreams across teams.

Responsibilities

• Lead end-to-end customer migrations from legacy platforms to CoCounsel Tax with cross-functional partners.
• Conduct migration discovery, readiness planning, and rollout sequencing with stakeholders.
• Join discovery calls and solution discussions to align migration strategy and outcomes.
• Create migration artifacts such as checklists, plans, calendars, and FAQs.
• Lead recurring sessions to track progress, remove blockers, and manage risks.
• Support onboarding, enablement, and just-in-time training for admins and users.
• Monitor migration health using milestones, adoption signals, and customer feedback.
• Summarize trends and provide actions to inform roadmap.

Skills

Customer engagement

Migration planning

Cross-functional collaboration

Communication

Stakeholder management

Job description

Account Manager, CoCounsel Tax

The Account Manager 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 across the US, must be based in the US.

About the Role:

• 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:

• 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.

What’s in it For You?

Flexibility & Work-Life Balance:

Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.

Career Development and Growth:

By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

Industry Competitive Benefits:

• flexible vacation
• two company-wide Mental Health Days off
• access to the Headspace app
• retirement savings
• tuition reimbursement
• employee incentive programs
• resources for mental, physical, and financial wellbeing

We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

Culture:

Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.

Social Impact:

Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.

Making a Real-World Impact:

We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

In the United States, Thomson Reuters offers a comprehensive benefits package to our employees.

• optional hospital, accident and sickness insurance paid 100% by the employee
• optional life and AD&D insurance paid 100% by the employee
• Flexible Spending and Health Savings Accounts
• fitness reimbursement
• access to Employee Assistance Program
• Group Legal Identity Theft Protection benefit paid 100% by employee
• access to 529 Plan
• commuter benefits
• Adoption & Surrogacy Assistance
• Tuition Reimbursement
• access to Employee Stock Purchase Plan

The target total cash compensation range varies across locations. For any eligible US locations, unless otherwise noted, the target total cash compensation range for this role is $136,500 USD - $253,500 USD.

Pay is positioned within the range based on several factors including an individual’s knowledge, skills and experience with consideration given to internal equity. Base pay and any target sales incentive are part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs. Target total cash compensation ranges are inclusive of both base pay and any target sales incentive.

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About Us

Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency.

Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news. We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments.

Sound exciting? Join us and help shape the industries that move society forward. As a global business, we rely on the unique backgrounds, perspectives, and experiences of all our operations around the world.

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