Account Manager, Law Firm Referrals

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

📋 Description

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

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

• Manage the ongoing portfolio of referral partners, tracking performance, responsiveness, client outcomes, and operational metrics.

• Foster trusted relationships while ensuring partners adhere to established performance standards.

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

• Track case progression, partner decisions, and operational performance to proactively identify risks before they escalate.

• Evaluate referral data, recognize trends, and propose enhancements that boost conversion rates, client satisfaction, and revenue.

• Enhance systems, processes, reporting, and partner performance through analytical thinking and cross-departmental collaboration.

• Contribute to the expansion of Ovation's national referral network as the company grows into new markets.

⛳️ Requirements

• A Bachelor's degree is required.

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

• Strong analytical abilities to interpret performance metrics and uncover opportunities.

• Familiarity with CRM systems and spreadsheets for managing relationships and performance metrics.

• Exceptional written and verbal communication skills.

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

• Ability to make independent decisions while working collaboratively across various departments.

• Experience in legal, healthcare, professional services, or other relationship-driven sectors is preferred.

• Prior experience in personal injury or legal operations is preferred.

• Background in high-growth organizations is preferred.

• Experience in developing or enhancing operational processes is preferred.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance coverage.

• Paid time off (PTO).

• An opportunity to play a direct role in the growth and success of a rapidly expanding law firm.

• Long-term career advancement prospects within a fast-growing organization.