Sales Manager, CoCounsel Sales Specialist Team

The Sales Manager, CoCounsel Sales Specialists will lead a team responsible for driving customer migration, revenue activation, and account expansion for CoCounsel solutions within the Tax & Accounting Professional market. This leader will guide their Specialists in executing a high‑volume, phone‑based sales motion focused on increasing CoCounsel adoption, usage, and annual contract value within assigned territories. The Sales Manager will ensure their team achieves results by coaching toward operational excellence, driving structured needs assessment, ensuring ROI‑focused value articulation, and supporting successful attainment of migration, revenue, and portfolio‑management goals. About the Role Direct your team to meet monthly migration, conversion, and ACV growth targets. Ensure consistent deal throughput and revenue activation by supporting effective portfolio management and customer‑focused selling. Recruit, onboard, and coach a team of CoCounsel Sales Specialists to achieve sales quotas and drive key product adoption. Provide regular coaching on sales process, pipeline management, operational discipline, and value‑driven discovery. Ensure Specialists maintain complete and accurate CRM documentation and follow all reporting/portfolio management requirements. Guide the team in consistent execution of the CoCounsel sales methodology, including structured discovery, objection handling, and ROI‑based value articulation. Remove obstacles that slow migration or revenue activation and support Specialists in navigating complex customer scenarios. Partner with Marketing, Product, Segment, Sales Leadership, and other key stakeholders to align on GTM motions and support customer adoption. Provide field‑level insights that inform product, campaign, messaging, and operational enhancements. Ensure customers receive prompt, professional, high‑quality engagement throughout the migration process. Address issues impacting workflow, adoption, or service quality and drive resolution to support long‑term product success. About You Education and Certification: B.S. in business or related area, MBA or CPA License preferred, with 5 years of experience in Business-to-Business sales. Sales Experience: Proven track record of successful sales performance in a Business-to-Business marketplace, with sales management experience preferably in the tax and accounting market. Sales Skills: Experience with coaching sales process, product training, and professional development, with telemarketing or consultative sales experience strongly preferred. Personal Qualities: Ambitious self-starter with high energy and motivation, exceptional oral communication and relationship-building skills, and excellent organizational skills. Technical and Interpersonal Skills: Ability to interact effectively with a professional client base, adapt to change, and demonstrate computer proficiency in Microsoft Office and technology aptitude for internal systems. #LI-DM1 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. ... (truncated, view full listing at source)