- Conduct in-depth needs analysis with law firm clients to understand their specific challenges and objectives
- Develop customized solutions and workflows that address the unique needs of each client
- Collaborate with internal teams to ensure seamless client onboarding, lead training sessions, and support successful implementation of customized solutions
- Serve as the primary point of contact for clients, providing ongoing support and guidance throughout the engagement
- Monitor client usage and engagement, identifying opportunities for upselling and cross-selling by partnering with POD teammates to identify and drive revenue growth
- Work closely with your pod (AE and SDR) to ensure alignment on client priorities and account strategies
- Act as a liaison between clients and our product and engineering teams to provide feedback and drive product improvements
- Build and maintain strong relationships with clients, establishing yourself as a trusted advisor and advocate for their needs
- Track and report on client success metrics, including customer satisfaction, retention, and revenue growth
- Develop strategic account plans to drive long-term client success and identify growth opportunities
- Handle client escalations and concerns, negotiating timelines, scope, and expectations as needed
Problem SolvingAccount ManagementClient relationship management+2 more