Account Manager, Law Firm Referrals

This is a fully remote position, open to applicants in Arizona, +3 more states.

📋 Description

• Identify and assess potential referral partners to ensure alignment with Ovation's business model and client requirements.

• Oversee the onboarding of new partners, providing comprehensive education on Ovation's underwriting criteria, referral framework, and operational expectations.

• Manage our referral partner portfolio on an ongoing basis, tracking performance, responsiveness, client results, and operational metrics.

• Cultivate trustworthy relationships while ensuring partners adhere to established performance benchmarks.

• Collaborate closely with Intake, Operations, Marketing, and Legal teams to facilitate smooth case routing, prompt communication, and outstanding client experiences.

• Supervise case development, partner choices, and operational performance to proactively identify risks before they escalate.

• Evaluate referral data, pinpoint trends, and suggest enhancements that boost conversion rates, client satisfaction, and revenue growth.

• Strive for continuous improvement in systems, processes, reporting, and partner performance through analytical thinking and cross-departmental collaboration.

• Assist in expanding Ovation's national referral network as we venture into new markets.

⛳️ Requirements

• A bachelor’s degree is required.

• A minimum of 3 years in managing strategic accounts, partnerships, client relationships, or operational initiatives.

• Strong analytical capabilities with the ability to interpret performance data and recognize opportunities for improvement.

• Proficiency in using CRM systems and spreadsheets to manage relationships and track performance.

• Exceptional written and verbal communication abilities.

• Solid organizational skills with the capacity to handle multiple priorities effectively.

• Adept at making independent decisions while working collaboratively across various departments.

• Experience in legal, healthcare, professional services, or other relationship-oriented sectors (Preferred).

• Background in personal injury or legal operations (Preferred).

• Familiarity with high-growth organizations (Preferred).

• Experience in developing or enhancing operational processes (Preferred).

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Paid time off (PTO) policy.

• A chance to significantly impact the growth and success of a rapidly developing law firm.

• Long-term career advancement opportunities within a fast-expanding organization.