Account Manager

Thomson Reuters

. Lead migration of existing Thomson Reuters Corporate SMB customers to CoCounsel .

Posted 10/30/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing B2B sales processes, particularly in customer migrations and technology transitions, while effectively utilizing Salesforce and CRM tools. Possesses strong communication and organizational skills to engage stakeholders and drive successful outcomes.

Highest-signal resume keywords

B2B Sales ExperienceSalesforce.com ProficiencyCustomer Migration ManagementAI, SaaS, or Legal Technology SalesPipeline Management Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Quota AttainmentCustomer ConversionsRenewals ManagementOutbound OutreachAccount ManagementMigration ForecastingProduct DemonstrationCRM Pipeline ManagementTechnical Transition ExperienceConsultative Discovery

Soft Skills

Strong Organizational SkillsTime Management SkillsExcellent Communication SkillsNegotiation SkillsAbility to Embrace Change

Tools & Technologies

SalesforceMicrosoft OfficeMicrosoft TeamsZoomWebExLinkedIn Sales Navigator

Industry Keywords

Legal Industry KnowledgeCorporate Legal DepartmentsMigration ProgramsCustomer EngagementSales Processes

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Lead migration of existing Thomson Reuters Corporate SMB customers to CoCounsel
Manage assigned target accounts from first conversation through completed migration
Meet or exceed migration and customer engagement activity targets
Achieve monthly and annual migration quotas and track accounts against KPIs and sales processes
Engage decision-makers and end users through outbound calls, emails, and LinkedIn Sales Navigator
Schedule discovery and migration conversations
Log call information, migration orders, and account activity accurately in Salesforce and Thomson Reuters CRM
Develop migration forecasts and account-level progress reporting
Identify and escalate contract, renewal, technical, and adoption risks
Build account-specific plans to resolve migration risks
Serve as trusted advisor throughout the migration using consultative discovery
Map customer workflows to CoCounsel capabilities and demonstrate product value
Collaborate with Customer Success, Onboarding and Training, Product Specialists, Order Fulfillment, Customer Service, Account Managers, and other stakeholders
Resolve customer issues in a timely manner
Capture customer feedback, objections, and competitive insights to refine playbooks and product strategy
Maintain expert knowledge of CoCounsel, legacy products, migration programs, and sales incentives
Participate in meetings, training sessions, professional development, and skill building

Requirements

What you’ll need

Minimum of 4 years of B2B sales experience with a consistent record of quota attainment
Experience ideally including customer conversions, incremental sales, renewals, or technology transitions
College Degree in business, sales or related field strongly preferred
Proven ability to manage a defined book of accounts and drive change with existing customers
Outbound outreach experience required
Experience selling AI, SaaS, or legal technology solutions strongly preferred
Strong organizational and time management skills
Ability to embrace change
Pipeline management skills in a CRM environment required
Salesforce.com experience strongly preferred
Proficient in Microsoft Office applications
Ability to demonstrate online products using web-based tools, including Microsoft Teams, Zoom, and WebEx
Excellent verbal and written communication skills
Ability to negotiate migration terms, pricing, and timelines with customers within set parameters
Demonstrated knowledge of proper telephone etiquette and professional attitude and integrity
Legal industry knowledge or experience, particularly with corporate legal departments, strongly preferred
Ability to manage multiple concurrent migrations and prioritize effectively across the assigned target list

Benefits

Comp & perks

Flexible work arrangements, including work from anywhere for up to 8 weeks per year
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
Two paid volunteer days off annually
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
Employee Stock Purchase Plan
Professional development and skill-building opportunities
Opportunities to participate in pro-bono consulting projects and ESG initiatives