Senior Client Account Manager

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Requirements:

• 5+ years of experience in client services, client success, or strategic account management, preferably within the legal tech space or personal injury industry.
• Bachelor’s Degree required; a focus in business, law, or a related field is preferred.
• Proven track record of managing high-value client accounts and driving business growth through client engagement strategies.
• Strong executive communication and negotiation skills, with the ability to influence and build credibility at all levels.
• Familiarity with CRM software (e.g., Salesforce, HubSpot) and proficiency in Microsoft Office Suite.
• Experience working with SaaS platforms, with the ability to guide clients in maximizing the Zipliens technology solutions effectively.
• Experience performing business analysis from data reports
• Demonstrated ability to analyze client data, identify trends, and implement data-driven solutions.
• Experience conducting strategic business reviews and high-level training presentations.
• Self-motivated leader with the ability to work independently and drive initiatives forward.
• Strong problem-solving skills, with the ability to navigate complex client needs in a fast-paced environment
• Ability to travel up to 20% for client meetings, industry events, and in-person engagements.

Responsibilities:

• Manage a portfolio of high-value clients, ensuring exceptional service and long-term retention.
• Develop engagement initiatives that increase product utilization and drive revenue growth.
• Conduct thorough business reviews, assessing client health and identifying opportunities for growth.
• Improve engagement workflows and drive operational efficiency through CRM data analysis.
• Analyze client data to track engagement, satisfaction, and areas for improvement.
• Oversee and refine a structured onboarding process, conducting executive-level training sessions.
• Address complex client concerns, resolving issues swiftly, and proactively mitigate risks.
• Collaborate with internal teams to refine processes, enhance service offerings, and drive continuous improvement in client experience.
• Represent Zipliens at industry events, webinars, and networking opportunities, strengthening brand presence and client engagement.
• Lead strategic initiatives within the client success team, refining processes and mentoring junior team members.