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Account Executive, CoCounsel Tax
The Account Executive,CoCounselTax Migration & Growth isaquota-carrying sales roleresponsible for driving revenue, retention, and expansion acrossnew prospects andcustomers transitioning from legacy platforms toCoCounselTax. This role owns the commercial relationship through thesales andmigration lifecycle -prospecting and conducting discovery through close andconverting migration momentsintorenewal protection, upsell, cross-sell, and new logo opportunities. The Account Executive partners closely with Solution Consultants, CustomerSuccess,Account Specialist, and Associate Sales Specialist rolestoaccelerate adoption, protect ARR, and growaccount value.
Location: remote based position will cover accounts in the west region.
About the Role:
In this opportunity as an Account Executive you will:
Sales Execution & Revenue Growth
Own a book ofbusinessofprospects and existingcustomers migrating toCoCounselTax; carryan assignedquotafornew business and forrenewals, upsell, cross-sell, and net-new logo expansion within the install base. Run full-cycle sales motions- discovery, solution positioning, demonstrations, proposal, negotiation, and close - fornew business,migration-tiedopportunitiesand adjacent expansion plays. Protect and grow ARRby tying migration milestones to commercial outcomes (renewals on time, expanded entitlements, increased seat counts, added modules). Maintain accurate pipeline hygiene, next steps, forecast accuracy, and close dates in CRM (Salesforce). Forecast weeklywith accuracy; meet or exceed quarterly and annual quota and KPIs. Track migration healththrough milestones, adoption signals, and risk indicators; escalate proactively to protect revenue. Maintain a territory plan that highlightskey opportunities across new business and install base.Have a key action plan to prioritize opportunities, leverage cross-sell, and collaborate withterritory account managers and front-line customerteams.
Customer Relationship Management
Build multi-threaded relationshipsacross administrators, champions, and economic buyers to strengthen accountand uncover growth opportunities. Territorypointof contactforstrategicmigration customers - pricing, packaging, entitlements, order processing, and renewal conversations. Capture and act on customer feedbackto inform product roadmap, deepen trust, and create expansion narratives.
Solution Positioning & Demonstration
Deliver compelling solution presentations and demonstrations- partnering with Solution Consultants - that translatesmigration value into business outcomes, ROI, and expansion rationale. Position AI-enabled workflows, research automation, and CoCounsel Tax capabilitiesto drive adoption and expansion across the customer footprint. Coordinate trials, POCs, and pilot programsthat accelerate the commercial cycle.
Cross-Functional Collaboration
Partner with Solution Consultants and Engineeringon technical positioning and demonstrations. Work with Customer Success andAccount Specialistto ensure post-salesadoption protects renewal and creates expansion opportunities.
About You:
You're a fit for the role of Account Executive if you have:
3-5+ yearsin B2B sales, account management, or customer-facing commercial roles withquota responsibility. Demonstrated successselling,renewing, upselling, and cross-sellingexisting customers, with full-cycle deal experience. Experience supporting or leadingplatform migrations, product transitions, or customer adoption programstied to commercial outcomes. Strong ability to translate customer workflows intosolution narratives, business cases, and ROI conversations. Excellent written and verbal communication, negotiation, and time management skills. Proficiency withCRM (Salesforce or similar), sales engagement tools, CPQ/quoting, virtual demo platforms, and forecasting dashboards.
Preferred QualificationsAndSkills
Experience intax, legal, compliance, risk, information services, or SaaS. Familiarity withCoCounsel Taxor enterprise research and knowledge platforms. Experience selling or enablingAI-powered workflows(copilots, research automation, semantic search, agentic systems). Experience in enterprise environments with sensitivity to security, privacy, and procurement requirements. Channel/partner sales exposure. Customer focus and solution selling(Obsess Over Our Customers) Commercial acumen and negotiation(Aim for Greatness) Cross-functional collaboration and stakeholder management(Stronger Together) Adaptability, urgency, and a growth mindset(Act Fast, Learn Fast) Analytical thinking and pipeline discipline Resilient, coachable, and action-oriented Must be able to support time zones across the region as required.
#LI-TK1 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: 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. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: 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; and access to Employee Stock Purchase Plan.
Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. 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. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. 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 employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here. Learn more on how to protect yourself from fraudulent job postings here. More information about Thomson Reuters can be found on thomsonreuters.com
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Thomson Reuters
life insurance, parental leave, paid time off, paid holidays, tuition reimbursement, 401(k)
Jul 08, 2026