Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage relationships with a portfolio of family law firms as the primary strategic liaison for owners and managing partners.

• Conduct alignment calls and quarterly business evaluations with key decision makers.

• Establish consensus on objectives, responsibilities, timelines, and quarterly budgets.

• Develop and sustain strategic roadmaps for each client, reviewing them on a quarterly basis.

• Monitor performance throughout the client acquisition journey from initial lead to funded agreement.

• Provide guidance on pricing, intake, operations, capacity, hiring, and marketing strategies.

• Identify opportunities for growth and early indicators of client attrition.

• Review and authorize all client-facing deliverables.

• Maintain weekly written updates, conduct monthly pacing calls, and facilitate quarterly business reviews.

• Collaborate with project managers and channel specialists.

• Oversee the portfolio and prioritize time based on client value.

⛳️ Requirements

• Minimum of 5 years in account leadership, consulting, or professional services, ideally within an agency or advisory context.

• Extensive experience managing senior client relationships and engaging directly with business owners and executive decision makers.

• Strong commercial acumen in areas such as revenue, pricing, margin, and business expansion.

• Proven ability to create plans that link agency activities to business results, complete with defined timelines and milestones.

• Exceptional facilitation skills and the judgment required to guide clients toward informed decisions.

• Capacity to address challenging topics without jeopardizing relationships.

• Experience in identifying and responding to early signs of client dissatisfaction.

• Relevant business experience beyond marketing, such as client-side roles, general management, P&L responsibilities, or ownership experience.

• A genuine interest in understanding how professional services firms function, including aspects like pricing, staffing, sales, and scaling.

• Bachelor’s degree or equivalent professional experience.

• Experience in managing and developing team members (preferred).

• A background in or related to the legal industry (preferred).

• Familiarity with CRM data and intake processes (preferred).

🏝️ Benefits

• Unlimited PTO & Sick Leave

• Medical Insurance (including FSA & HSA Options)

• Dental Insurance

• Vision Insurance

• 401(k) (with a company match)

• Life Insurance

• Long-term Disability

• Short-term Disability

• Remote work

• Monday to Friday 8-5 CST schedule