
201 - 500 employees
Founded 1985
🤝 B2B
💼 Consulting
🏢 Enterprise
B2B • Consulting • Enterprise
K2 Services is a tech-enabled managed services and operational support provider serving law firms, financial institutions, professional services firms and corporations. It provides integrated operational platforms, automation, and advisory services to help clients modernize operating models, reduce costs, and accelerate growth. Key capabilities described include administrative and shared services, IT help desk and technology managed services, records and information governance, document processing and administrative support, marketing and communications, billing and AP/AR services, workflow automation and consulting, and workplace experience/hospitality and facilities services.
🕒 July 20
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201 - 500 employees
Founded 1985
🤝 B2B
💼 Consulting
🏢 Enterprise
B2B • Consulting • Enterprise
K2 Services is a tech-enabled managed services and operational support provider serving law firms, financial institutions, professional services firms and corporations. It provides integrated operational platforms, automation, and advisory services to help clients modernize operating models, reduce costs, and accelerate growth. Key capabilities described include administrative and shared services, IT help desk and technology managed services, records and information governance, document processing and administrative support, marketing and communications, billing and AP/AR services, workflow automation and consulting, and workplace experience/hospitality and facilities services.
• Act as a key point of contact for assigned client accounts, fostering strong, trust-based working relationships with client stakeholders and executive sponsors. • Conduct regular business reviews (QBRs/MBRs) to assess performance, value delivery, and future needs, in conjunction with delivery and services teams. • Ensure client satisfaction, retention, and advocacy through proactive engagement and issue resolution. • Develop comprehensive understanding of client’s business and technology objectives, challenges, and opportunities. • Own account sales and revenue expansion goals for assigned accounts. • Develop and execute on account plans that achieve renewals and identify opportunities for upselling, cross-selling, and expanding service offerings. • Collaborate with service-line leadership, sales and marketing teams to develop strategies for client retention and expansion. • Navigate opportunity development, working closely with Deals Desk, Solutioning, Legal, and Finance teams, from early deal stage through to proposal generation, contract negotiation, and/or creation of other agreements/amendments as needed.
• Bachelor’s degree in business administration, marketing, communications, or a related field • 5+ years of experience in account management, client services, sales, or a related role, preferably within a Managed IT Services or MSP environment within the legal or professional services market • Proven ability to grow revenue and successfully manage complex, long-term client relationships, driving client satisfaction and retention • Experience owning renewals, upsell/cross-sell motions, and commercial negotiations • Proficiency in CRM systems and service management tools, with a data-informed approach to decision-making.
• Medical insurance • Vision insurance • Dental insurance • 401(k) • Tuition assistance • Disability insurance
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🇺🇸 United States – Remote
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💰 Venture Round on 2021-10
⏰ Full Time
🟡 Mid-level
🟠 Senior
📁 Client Services