Account Manager, Law Firm Referrals

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

📋 Description

• Identify and assess potential referral partners to determine their alignment with Ovation's business model and the needs of our clients.

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

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

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

• Collaborate closely with Intake, Operations, Marketing, and Legal teams to facilitate efficient case routing, timely communication, and exceptional client experiences.

• Track case progress, partner decisions, and operational performance to preemptively identify risks.

• Analyze referral metrics, spot trends, and propose enhancements that boost conversion rates, client satisfaction, and revenue.

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

• Assist in broadening Ovation's national referral network as we expand into new markets.

⛳️ Requirements

• A Bachelor's degree.

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

• Strong analytical capabilities to interpret performance metrics and recognize opportunities.

• Proficient in utilizing CRM systems and spreadsheets for relationship and performance management.

• Exceptional written and verbal communication skills.

• Strong organizational abilities to handle multiple priorities effectively.

• Capable of making independent decisions while collaborating across various departments.

• Experience in legal, healthcare, professional services, or other relationship-centric industries is preferred.

• Background in personal injury or legal operations is preferred.

• Experience in high-growth organizations is preferred.

• Proven track record in building or enhancing operational processes is preferred.

🏝️ Benefits

• Health, dental, and vision insurance coverage.

• Paid time off (PTO).

• Opportunity to have a direct impact on the growth and success of a rapidly expanding law firm.

• Long-term career growth opportunities within a fast-growing organization.