Account Manager

🕒 February 19

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Logo of MaxVal Group, Inc.

MaxVal Group, Inc.

501 - 1000 employees

Founded 2004

☁️ SaaS

🤖 Artificial Intelligence

🤝 B2B

SaaS • Artificial Intelligence • B2B

MaxVal Group, Inc. is an AI-enabled intellectual property management company that provides cloud-based software and outsourced services to help corporations and law firms manage the entire IP lifecycle. Their offerings include the Symphony platforms for corporations and law firms, Max-IDS for reference management, and services such as IP renewals, docketing, paralegal support, patent search & analytics, patent drawings, and foreign filing assistance. MaxVal focuses on security, cost reduction, operational efficiency, and delivering analytics-driven insights to optimize and protect IP portfolios.

📋 Description

• Own a portfolio of existing accounts representing recurring revenue. • Develop a deep understanding of client needs, workflows, and goals. • Maintain and expand long-term relationships with the portfolio of existing customers. • Drive client satisfaction, retention, loyalty, and references. • Deliver strategic support; assisting to coordinate Software Upgrades in conjunction with the PSO team, PM, and the client. • Serve as the primary point of contact for client communication and strategic planning; act as the Client Advocate. • Lead quarterly business reviews (QBRs) or semi-annual business reviews, roadmap discussions, and renewal strategies. • Collaborate with Customer Success and Product teams to align solutions to client objectives. • Achieve revenue retention targets. • Identify and execute upsell opportunities with the account base. • Drive cross-sell opportunities. • Maintain CRM hygiene and forecast account performance accurately.

🎯 Requirements

• 3+ years in SaaS account management or client-facing Intellectual Property legal tech roles. • Knowledge of SalesForce a plus. • Prior experience working with IP management or docketing software (e.g., Memotech, Anaqua, IP Folio, FoundationIP or equivalent). • Exceptional client communication, negotiation, and executive presence. • Strong understanding of enterprise sales cycle and legal operations. • Based in or willing to commute to the Silicon Valley area. • 30% - 50% travel expected.

🏖️ Benefits

• Health Coverage: Medical, dental, and vision to support your well-being. • Retirement Savings: 401(K) plan to help you plan for the future. • Unlimited/Responsible Time Off: Flexible time-off policy.

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