Account Manager, Law Firm Referrals
New
O
Ovation Law FirmLegal Services
This is a fully remote position open only to candidates residing in Florida. Applicants must currently live in Florida.Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3+ years
- Required Skills
- Data AnalysisAccount ManagementCRM
Requirements
- Bachelor's degree.
- 3+ years managing strategic accounts, partnerships, client relationships, or operational programs.
- Strong analytical skills with the ability to interpret performance metrics.
- Experience using CRM systems and spreadsheets.
- Excellent written and verbal communication skills.
- Strong organizational skills with the ability to manage multiple priorities.
- Comfortable making independent decisions while collaborating across multiple departments.
- Experience in legal, healthcare, or professional services is preferred.
- Experience in personal injury or legal operations is preferred.
- Experience working in high-growth organizations is preferred.
Responsibilities
- Source and evaluate potential referral partners based on business model and client needs.
- Lead the onboarding process to educate partners on underwriting standards and operating expectations.
- Manage the referral partner portfolio by monitoring performance, responsiveness, and operational metrics.
- Build trusted relationships while holding partners accountable to performance standards.
- Collaborate with internal Intake, Operations, Marketing, and Legal teams to ensure smooth case routing.
- Analyze referral data to identify trends and recommend process improvements.
- Improve systems and reporting to increase conversion and client satisfaction.
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