Manage a book of Concierge/Advisory customers to drive adoption, retention, and growth. Define success plans, deliver education, monitor usage/health, escalate issues, identify upsell opportunities, and collaborate with Sales and Professional Services using tools like Gainsight and Salesforce.

Lead end-to-end customer migrations from legacy platforms to CoCounsel Tax, plan readiness, run discovery, create adoption artifacts, enable stakeholders, track migration health, gather feedback, and inform product and marketing through cross-functional collaboration.