Are you ready to lead the transformation of accounting with cutting-edge AI solutions and become a trusted advisor to the industry's top firms?
The company is seeking a Senior AI Customer Success Manager with strong accounting expertise and a passion for improving accounting workflows through AI. The role involves helping major partners adopt and succeed with the company's AI-driven tax, audit, and accounting products. Working in a dynamic startup environment backed by Thomson Reuters, the candidate will engage with top accounting firm executives, acting as a trusted advisor to drive business results by merging accounting knowledge with AI innovation. The ideal candidate thrives in fast-paced settings and is eager to shape the future of AI in accounting.
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About the Role
Key Responsibilities include:
- Portfolio Management: Manage a portfolio of our large and strategic accounting firm accounts, focusing on high growth opportunity relationships and comprehensive success strategies
- Strategic AI Partnership: Serve as a trusted advisor for accounting firms' AI investments, educating clients on CoCounsel capabilities, new features, and transformation opportunities while aligning AI adoption with firm business objectives
- Executive Relationship Leadership: Build and maintain C-suite relationships at accounting firms, confidently leading strategic conversations about AI transformation initiatives and serving as the primary strategic contact
- AI-Powered Use Case Development: Leverage daily AI experience to identify, design, and communicate specific use cases that transform firm business processes into practical AI applications for audit, tax, and advisory services
- Continued Success & Adoption Leadership: Drive ongoing AI solution adoption across global accounting practices, ensuring sustained usage and value realization within existing workflows through proactive monitoring of adoption metrics
- Strategic Business Reviews: Conduct regular business reviews to share insights, track KPIs, drive strategic conversations, and create tailored success plans that align with firm business goals
- Cross-Functional Collaboration: Partner with Sales teams to identify expansion opportunities, ensuring seamless processes for cross-department adoption, retention, and growth while addressing risks and opportunities
About You
You are a fit for the role of Senior AI Customer Success Manager if you have:
- Accounting Process Expertise: Minimum 5+ years in public accounting (audit or tax preferred), corporate accounting, or finance with deep understanding of accounting workflows, tax regulations, and compliance requirements
- AI Curiosity & Enhancement Vision: Demonstrated passion for using AI to enhance accounting processes, with daily AI tool usage and ability to envision AI applications for workflow optimization
- Executive Communication: Proven ability to lead strategic conversations with C-suite executives at accounting firms, with confidence presenting to senior leadership
- Business Process Translation: Expertise in analyzing complex accounting and tax workflows and translating them into specific, actionable AI use case recommendations
- Technology Proficiency: Extensive experience with SaaS platforms, AI/ML solutions, and enterprise software implementations
- Communication Excellence: Exceptional presentation and communication skills with ability to influence senior stakeholders and drive strategic decisions
- Analytical Expertise: Strong data analysis capabilities with experience in metrics-driven success management
- Educational Background: Bachelor's degree in Accounting, Finance, Business, or related field; CPA or advanced degree preferred
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What's in it For You?
- 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.
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 $165,340 - $307,060.
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.
About Us
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. More information on requesting an accommodation here.
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More information about Thomson Reuters can be found on thomsonreuters.com.