Account Manager

🔥 6 minutes ago

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Proof

51 - 200 employees

Founded 2017

🔌 API

🤝 B2B

💰 $5.5M Series A on 2022-03

API • B2B • Legal Services

Proof is a comprehensive API platform that enhances workflow within legal services, particularly in job management for law firms. It provides functionalities for creating, managing, and tracking legal job specifications, billing invoices, and maintaining detailed records of servee data. The platform allows law firms to streamline processes like job assignments, document uploads, notifications, and client communications, ensuring a smooth and efficient operation within the legal domain.

📋 Description

• Own and manage a portfolio of major Property Management clients across the U.S. • Build deep, consultative relationships with executives, regional managers, and onsite staff. • Become the go-to point of contact for all strategic and day-to-day needs. • Conduct regular QBRs, onsite visits, and performance reviews. • Drive high retention and reduce churn through proactive, hands-on support. • Identify and execute expansion, upsell, and cross-sell opportunities. • Ensure clients are fully educated on our capabilities and new products. • Build account plans that forecast risks, opportunities, and expansion paths. • Partner with Product, Ops, and Support to solve issues, streamline workflows, and implement improvements. • Monitor usage metrics and proactively address adoption gaps. • Provide feedback to leadership on trends, needs, and market opportunities. • Travel frequently to meet with PM portfolios and regional teams. • Host trainings, onsite workshops, and relationship-building sessions. • Attend conferences, industry events, and customer summits as needed.

🎯 Requirements

• 4–6+ years of Account Management, Customer Success, or field-based client-facing experience • Proven track record of managing large, complex accounts or multi-site clients • Ability and willingness to travel extensively - approximately 25% • Strong communicator with high emotional intelligence • Deeply customer-focused and comfortable handling escalations • Ownership mindset - you treat your accounts like your own business. • Experience in property management, proptech, legal tech, or operations-heavy customer portfolios • Ability to run structured QBRs and executive-level reviews • Experience working in a fast-moving startup or scale-up environment

🏖️ Benefits

• Medical, dental, vision, disability insurance, and 401k available • Flexible time off (paid planned and sick time, and paid holidays)

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