Account Manager, CoCounsel Legal

Thomson Reuters•Tampa, FL
•$136,500 - $253,500

About The Position

The Account Manager leads the migration of existing Thomson Reuters Corporate SMB customers to CoCounsel. The role owns a defined list of assigned target accounts and guides each from initial outreach and discovery through completed migration. The position supports the SMB Corporates organization within Thomson Reuters Legal by accelerating CoCounsel adoption across the existing customer base. It calls for a consultative seller who can diagnose customer workflows, explain CoCounsel’s value, address resistance to change, and guide customers through an upsell transition. Success is measured against migration and customer engagement targets, including outreach, discovery conversations, and migration progress.

Requirements

  • At least 4 years of B2B sales experience with a consistent record of quota attainment, ideally including customer conversions, incremental sales, renewals, or technology transitions.
  • Outbound outreach experience.
  • Ability to manage a defined book of accounts and drive change with existing customers.
  • Strong organizational and time-management skills and ability to embrace change.
  • CRM pipeline management skills.
  • Proficiency in Microsoft Office and ability to demonstrate online products using web-based tools such as Microsoft Teams, Zoom, or WebEx.
  • Excellent verbal and written communication skills.
  • Ability to negotiate migration terms, pricing, and timelines within set parameters.
  • Knowledge of proper telephone etiquette and a professional attitude and integrity.
  • Ability to manage multiple concurrent migrations and prioritize effectively across an assigned target list.

Nice To Haves

  • College degree in business, sales, or a related field is strongly preferred.
  • Experience selling AI, SaaS, or legal technology solutions is strongly preferred.
  • Salesforce.com experience is strongly preferred.
  • Legal industry knowledge or experience, particularly with corporate legal departments, is strongly preferred.

Responsibilities

  • Meet or exceed monthly and annual migration quotas and related key performance indicators and sales processes.
  • Proactively contact decision-makers and end users at assigned accounts by phone, email, and LinkedIn Sales Navigator to arrange discovery and migration conversations.
  • Record call information, migration orders, and account activity accurately in Salesforce, tracking migration status and stage for each target account.
  • Prepare accurate migration forecasts and account-level progress reports against the target list.
  • Identify and escalate migration risks, including contract or renewal timing, technical blockers, and adoption barriers, and develop account-specific plans to address them.
  • Manage assigned Corporate SMB accounts from initial outreach through completed transition to CoCounsel.
  • Serve as a trusted advisor, use consultative discovery to map customer workflows to CoCounsel capabilities, and demonstrate the product’s value.
  • Coordinate with Customer Success, Onboarding and Training, Product Specialists, Order Fulfillment, Customer Service, and other Thomson Reuters teams to execute migrations and resolve customer issues promptly.
  • Collaborate with Account Managers and stakeholders who own the broader customer relationship, and contribute responsibly in a team environment.
  • Capture customer feedback, objections, and competitive insights and share them to improve playbooks and product strategy.
  • Maintain expert knowledge of CoCounsel, legacy products being migrated, and applicable migration programs and incentives.
  • Participate in meetings, training, and individual professional development and skill-building.
  • Assume other responsibilities as required or requested by Sales Management.

Benefits

  • Flexible work arrangements, including work from anywhere for up to 8 weeks per year.
  • Flexible vacation and paid time off, including sick and safe time off and paid holidays.
  • Two company-wide Mental Health Days off annually and access to the Headspace app.
  • Health, dental, vision, disability, and life insurance.
  • 401(k) plan with company match.
  • Tuition reimbursement.
  • Employee incentive programs.
  • Resources for mental, physical, and financial wellbeing, including fitness reimbursement and access to an Employee Assistance Program.
  • Two paid volunteer days off annually.
  • Parental leave and sabbatical leave.
  • Flexible Spending and Health Savings Accounts.
  • Commuter benefits.
  • Adoption and surrogacy assistance.
  • Employee Stock Purchase Plan.
  • Optional hospital, accident and sickness insurance, paid 100% by the employee.
  • Optional life and AD&D insurance, paid 100% by the employee.
  • Group Legal Identity Theft Protection benefit, paid 100% by the employee.
  • Access to a 529 Plan.
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