Client Account Manager

🕒 March 20

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Elite Technology

WebsiteLinkedInAll Job Openings

501 - 1000 employees

☁️ SaaS

🤝 B2B

SaaS • B2B

Elite Technology is a company specializing in financial solutions for law firms globally. With over 70 years of experience, Elite offers a range of products designed to boost operational efficiency, increase profitability, and provide strategic visibility. Their innovative solutions, like the cloud-native SaaS product 3E and the electronic billing system eBillingHub, streamline finance and accounting operations in law firms, enhancing billing, invoicing, and financial reporting. Elite's tools enable law firm leaders to make informed business decisions and effectively manage their firms.

📋 Description

• Own a portfolio of strategic clients as their primary point of contact and trusted advisor • Build deep, multi-threaded relationships with executive and operational stakeholders • Develop and maintain detailed account plans, including growth strategy, risks, and success metrics • Maintain accurate CRM records, forecasts, and opportunity tracking • Identify and execute upsell and cross-sell opportunities aligned to client goals • Partner with Solutions Consultants to deliver ROI-driven proposals and tailored demos • Drive commercial outcomes while maintaining a customer-first mindset • Monitor account health, usage trends, and engagement data • Proactively identify at-risk accounts and execute mitigation plans • Own renewal strategy in partnership with Sales and Customer Success leadership • Lead onboarding, adoption strategy, and ongoing success planning • Deliver training sessions, webinars, and strategic workshops • Ensure customers are fully leveraging Elite’s platform capabilities • Translate product value into measurable business outcomes • Act as internal customer advocate across Product, Engineering, Support, and Marketing • Provide structured feedback to influence roadmap priorities • Partner closely with Customer Success, Services, and Sales to deliver seamless customer experience • Perform other duties as assigned to support departmental and company objectives.

🎯 Requirements

• Bachelor's Degree in Business, Marketing, Finance, or a related field or equivalent experience. • 3–5 years of experience in Account Management, Customer Success, or Strategic SaaS Sales within enterprise or high-growth environments. • Proven success managing complex, multi-stakeholder accounts with measurable retention and expansion outcomes. • Preferred experience in legal tech, fintech, or enterprise SaaS environments, supporting on-prem to cloud migrations. • Strong commercial acumen with demonstrated ability to build pipeline, forecast accurately, and close expansion opportunities. • Hands-on experience with Customer Success platforms (e.g., Gainsight, Totango, ChurnZero, Catalyst) to monitor health scores, adoption metrics, and risk signals. • Advanced proficiency with CRM systems (Salesforce preferred) for opportunity management, forecasting, and account planning. • Data-driven mindset with ability to translate usage, engagement, and financial metrics into actionable account strategies. • Demonstrated ability to identify and mitigate churn risk through structured success planning and proactive intervention. • Exceptional executive communication skills with experience influencing C-suite and senior decision-makers. • Strong cross-functional leadership skills, partnering effectively with Sales, Product, Services, and Support teams. • Experience delivering customer enablement programs, including onboarding, training sessions, and strategic business reviews. • Ability to travel up >50% as business needs require. • Role requires the following physical capacity: Moderate: 20–50 lbs – frequent lifting, bending, or standing. • Must be legally authorized to work in Australia; Elite does not provide employment sponsorship for this position.

🏖️ Benefits

• Competitive Compensation Package • Comprehensive Healthcare Coverage (Health, Dental, Vision) • Retirement Savings Plan with an Employer Contribution • Professional Development Opportunities • Time Off • Wellness Initiatives • Employee Assistance Program • Generous Global Parental Leave • Calm, free premium subscription • Employee Discount Program