CoCounsel Sales Specialist

The Tax Workflow - CoCounsel Sales Specialist is responsible for customer migration and increasing CoCounsel revenue, usage, and market-share in their assigned account territory. The CoCounsel Sales Specialist leverages expertise in customer relations, practice experience, negotiations, and product mastery to increase product usage, remove obstacles, and communicate overall product value to top tier customers. This role operates as a high-volume, execution-oriented sales motion, requiring strong phone-based selling skills, structured needs analysis, ROI-driven value articulation, and exceptional operational discipline.

Success is measured by migration velocity, deal throughput, and revenue activation

• Drive Results:
  Meet monthly conversion volume and revenue migration requirements

• Sales Process:
  Aligning with workflow methodology and digital forward work stream

• Reporting:
  Maintaining an accurate and up-to-date migration portfolio by meeting business system logging requirements

• Revenue Growth + Expansion:
  Focusing on growing client ACV and expanding accounts.

• Demonstrated experience in exceeding expectations as a customer facing professional and meeting broader strategic objectives during career

• Strong communication and presentation skills, especially via telephone, required

• High degree of professionalism and strong leadership skills required

• Well-developed customer facing skills required

• Strong attention to detail and excellent organizational skills

• Ability to work independently and as part of a team in a fast-paced, changing environment

• Demonstrates superior CRM knowledge and technical skills (Salesforce, Gong, CoCounsel, etc.)

• Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.

• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.

• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

• Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

• Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values:
  Obsess over our Customers, Compete to Win, Challenge (Y) our Thinking, Act Fast / Learn Fast, and Stronger Together.

• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.

• Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers…