Product Specialist, CoCounsel - TAAP Key Accounts
About The Position
Serve as a trusted product expert for CoCounsel, supporting Key Account clients in the Tax, Audit and Accounting Professionals (TAAP) segment. Partner closely with Key Account Managers and Customer Success Managers to support pre-sales, post-sale, renewal, and expansion activities. Deliver tailored product demonstrations, deep-dive sessions, and enablement experiences aligned to customer workflows and business outcomes. Help clients drive adoption, confidence, and measurable value from CoCounsel by enabling advanced and complex use cases. Translate generative AI capabilities and product functionality into clear, practical insights for technical and non-technical audiences. Participate in customer conversations, including senior and executive-level discussions, to articulate product value and differentiation. Act as the voice of the customer, gathering feedback, identifying patterns, and sharing insights with Product and Engineering teams. Support go-to-market initiatives, product launches, and targeted customer programs focused on CoCounsel within TAAP.
Requirements
- Experience in a customer-facing, consultative, or product-focused role such as Product Specialist, Solutions Consultant, Customer Success, or similar.
- Proven ability to explain complex or technical concepts clearly and confidently.
- Experience supporting Strategic or enterprise customers with sophisticated needs.
- Strong collaboration skills and comfort working across Sales, Product, Engineering, and Customer teams.
- Intellectual curiosity and enthusiasm for AI-enabled, SaaS, or workflow-driven products.
- Confidence engaging with senior stakeholders and adapting messaging to different audiences.
- Familiarity with generative AI solutions and responsible AI concepts.
- Experience in B2B SaaS environments.
Nice To Haves
- Preferred background in tax, audit or accounting
Responsibilities
- Serve as a trusted product expert for CoCounsel, supporting Key Account clients in the Tax, Audit and Accounting Professionals (TAAP) segment.
- Partner closely with Key Account Managers and Customer Success Managers to support pre-sales, post-sale, renewal, and expansion activities.
- Deliver tailored product demonstrations, deep-dive sessions, and enablement experiences aligned to customer workflows and business outcomes.
- Help clients drive adoption, confidence, and measurable value from CoCounsel by enabling advanced and complex use cases.
- Translate generative AI capabilities and product functionality into clear, practical insights for technical and non-technical audiences.
- Participate in customer conversations, including senior and executive-level discussions, to articulate product value and differentiation.
- Act as the voice of the customer, gathering feedback, identifying patterns, and sharing insights with Product and Engineering teams.
- Support go-to-market initiatives, product launches, and targeted customer programs focused on CoCounsel within TAAP.
Benefits
- Flexible hybrid working environment (2-3 days a week in the office depending on the role)
- Flex My Way policies
- Work from anywhere for up to 8 weeks per year
- Continuous learning and skill development
- Grow My Way programming
- Skills-first approach
- 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
- Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more.
- Two paid volunteer days off annually
- Opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
- Market competitive health, dental, vision, disability, and life insurance programs
- Competitive 401k plan with company match
- Competitive vacation, sick and safe paid time off
- Paid holidays (including two company mental health days off)
- Parental leave
- Sabbatical leave
- 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
- Access to Employee Stock Purchase Plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
