Account Manager, Co-Counsel Tax
Core
Quota-carrying sales role driving revenue, retention, and expansion for customers migrating to CoCounsel Tax legacy platforms.
Role type
Senior Account Manager (B2B SaaS)
Builds
CoCounsel Tax platform adoption and migration services for legal, tax, and compliance professionals
Domain
Legal technology / Tax technology / Compliance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
B2B sales, quota management, full-cycle sales, platform migration, solution positioning, CRM proficiency, forecasting
Preferred skills
Tax/legal/compliance industry experience, AI-powered workflows, enterprise security/privacy knowledge, channel sales
Technologies
Salesforce, CPQ, virtual demo platforms
Responsibilities
Own book of business for new prospects and migrating customers, execute full-cycle sales motions, protect and grow ARR, maintain pipeline hygiene and forecasts, build multi-threaded customer relationships, deliver solution presentations and demos
Seniority
Mid-Senior, hands-on IC
