Account Manager, CoCounsel Legal

Thomson Reuters•Eagan, MN

About The Position

The Account Manager leads the migration of existing Thomson Reuters Corporate SMB customers to CoCounsel. The role manages a defined list of target accounts from initial outreach through completed migration and is accountable for meeting migration and customer-engagement targets. It supports the SMB Corporates organization within Thomson Reuters Legal by accelerating CoCounsel adoption among existing customers. This is a consultative sales role requiring the ability to diagnose customer workflows, explain CoCounsel’s value, address resistance to change, and guide customers through an upsell transition. The Account Manager serves as a trusted advisor during migration and coordinates with internal teams to ensure migrations are completed efficiently and customer issues are resolved.

Requirements

  • At least 4 years of B2B sales experience with a consistent record of quota attainment.
  • Experience managing a defined book of accounts and driving change with existing customers.
  • Experience with outbound outreach.
  • CRM pipeline management skills.
  • Strong organizational and time-management skills and the ability to adapt to change.
  • Proficiency in Microsoft Office applications 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 established parameters.
  • Knowledge of proper telephone etiquette and a professional attitude and integrity.
  • Ability to manage multiple concurrent migrations and prioritize across an assigned target list.

Nice To Haves

  • College degree in business, sales, or a related field.
  • Experience with customer conversions, incremental sales, renewals, or technology transitions.
  • Experience selling AI, SaaS, or legal technology solutions.
  • Salesforce.com experience.
  • Knowledge of or experience in the legal industry, particularly corporate legal departments.

Responsibilities

  • Achieve and exceed monthly and annual migration quotas, tracking accounts migrated against KPIs 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.
  • Accurately record calls, migration orders, and account activity in Salesforce, tracking migration status and stage for every target account.
  • Prepare 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 resolution plans.
  • Manage assigned Corporate SMB accounts from initial outreach through completed transition to CoCounsel.
  • Use consultative discovery to understand current workflows, connect them to CoCounsel capabilities, and demonstrate 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.
  • Collaborate responsibly with Account Managers and stakeholders who own broader customer relationships.
  • Capture customer feedback, objections, and competitive insights and share them to inform sales playbooks and product strategy.
  • Maintain expert knowledge of CoCounsel, legacy products being migrated, and sales-division migration programs and incentives.
  • Participate in meetings, training, professional development, and skill-building activities.
  • Take on 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 and paid holidays.
  • Two company-wide Mental Health Days off and access to the Headspace app.
  • Retirement savings plan with company match.
  • Tuition reimbursement.
  • Employee incentive programs.
  • Resources for mental, physical, and financial wellbeing.
  • Two paid volunteer days annually and opportunities to participate in pro-bono consulting and ESG initiatives.
  • Health, dental, vision, disability, and life insurance.
  • Parental leave and sabbatical leave.
  • Optional hospital, accident, and sickness insurance.
  • Optional life and AD&D insurance.
  • Flexible Spending and Health Savings Accounts.
  • Fitness reimbursement and access to an Employee Assistance Program.
  • Group Legal Identity Theft Protection benefit.
  • Access to a 529 Plan and commuter benefits.
  • Adoption and surrogacy assistance.
  • Employee Stock Purchase Plan.
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