Account Manager

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🕒 June 5

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Clio - Cloud-Based Legal Technology

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2008

☁️ SaaS

🔐 Security

SaaS • Legal • Security

Clio is a cloud-based legal technology company that provides comprehensive legal practice management software for law firms. The platform offers a range of solutions including client intake, billing, document management, and calendaring to streamline law firms' operations. Clio is designed to improve the efficiency of legal practices by automating administrative tasks and providing secure, reliable data storage with a strong focus on data security. The software is enhanced with features that accommodate different areas of legal practice, and it integrates with over 250 other tools to optimize workflow for legal professionals. Clio serves solo practitioners as well as small to large law firms worldwide.

📋 Description

• Serve as the "Single Point of Truth" for customers once the sale is closed • Ensure a seamless transition from onboarding to long-term partnership • Manage a diverse portfolio with strategic and scalable engagement • Identify early warning signs to prevent churn and ensure renewals • Lead impactful Quarterly Business Reviews with decision makers • Drive contract renewals and identify expansion/upsell opportunities • Act as the "Internal Quarterback," orchestrating efforts across teams to deliver value

🎯 Requirements

• Experience in customer success or account management • Strong relationship management skills • Ability to manage a diverse portfolio of clients • Excellent communication and interpersonal skills • Experience with strategic engagement and process-driven management • Strong analytical skills and data-driven decision-making • Proficiency in engaging executive-level stakeholders • Ability to lead impactful business reviews and identify upsell opportunities

🏖️ Benefits

• Competitive and equitable salary. • Employees are entitled up to 6 administrative leave days per year for personal arrangements with valid documentation. • Eligible employees receive a non-salary telework allowance of MXN 575 -per month, paid through Sivale cards. • Clioversary recognition program with special acknowledgement at 3, 5, 7, 10 years, and beyond