AI Customer Success Manager

Transforming Accounting Workflows With Ai Solutions

Are you passionate about transforming traditional accounting workflows with cutting-edge AI solutions and ready to help top accounting firms unlock new levels of efficiency and value?

We're looking for someone with solid experience understanding accounting processes and workflows, paired with genuine curiosity about enhancing them through AI innovation. We're seeking someone who can engage confidently with senior leaders at accounting firms, translating deep accounting knowledge into practical AI applications that drive real business value. Your passion for process improvement and AI innovation will be key to helping our clients transform their practices.

About The Role

Book Of Business Management : Combine accounting industry knowledge with CoCounsel product expertise to drive measurable outcomes for assigned firm accounts, while collaborating cross-functionally to identify expansion opportunities and manage retention strategies

Adoption Analytics & Optimization : Analyze product usage patterns and data to identify optimization opportunities, becoming proficient in recognizing areas where firms can maximize their CoCounsel investment and drive increased utilization

Executive Stakeholder Relationships : Build and nurture relationships with key executive stakeholders at accounting firms, serving as their primary point of contact and trusted resource for CoCounsel-related initiatives

Issue Resolution : Proactively identify and resolve client challenges, coordinating with internal teams to ensure swift problem-solving and maintain high levels of client satisfaction

AI Use Case Identification : Leverage accounting process knowledge to identify and articulate specific AI use case opportunities for CoCounsel applications within audit, tax, and advisory workflows

Growth Opportunity Identification : Monitor account health and usage patterns to recognize expansion opportunities, working closely with sales teams to drive account growth and deeper platform adoption

Strategic Business Reviews : Conduct regular business reviews with clients to assess progress, share insights, and align on strategic objectives that maximize CoCounsel value delivery

Product Expertise & Collaboration : Develop deep expertise in CoCounsel capabilities while working closely with product teams to relay client feedback, suggest improvements, and stay current on new features and enhancements

About You

Accounting Process Foundation : Minimum 3+ years in public accounting (audit or tax) or corporate accounting with solid understanding of accounting workflows, tax guidance, and financial processes

AI Enhancement Curiosity : Genuine interest in using AI to improve accounting processes, with regular AI tool usage and ability to identify practical applications for workflow optimization

Client Leadership Capability : Ability to engage confidently with senior leaders at accounting firms and facilitate strategic conversations about process improvement

Process Analysis Skills : Capability to understand accounting workflows and translate them into specific AI use case opportunities for firm operations

SaaS Familiarity : Experience with software-as-a-service platforms and understanding of typical implementation challenges

Communication Skills : Strong verbal and written communication abilities with talent for explaining complex concepts clearly

Problem-Solving : Demonstrated ability to troubleshoot issues and find creative solutions for client challenges

Tech-Savvy : Comfortable learning new technologies and helping others adopt digital solutions

Educational Background : Bachelor's degree in Accounting, Business, or related field preferred

What's In It For You?

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 commitment of 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 paid leave, 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 market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits : 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; Tuition Reimbursement; and access to Employee Stock Purchase Plan. Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The target total cash compensation range varies across locations. Eligible office location(s) for this role include one or more of the following : New York City, San Francisco, Los Angeles, and / or Irvine, CA; McLean, VA; Washington, DC. The target total cash compensation range for the role in any of those locations is $88,690 - $164,710. This is inclusive of both base pay and any target sales incentive. Pay is positioned within the range based on several factors including an individual's knowledge, skills and experience with consideration given to internal equity. Base pay and any target sales incentive are part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs.

Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news.

We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.

As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex / gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.

We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.