Account Manager

New

ZipliensLegal Tech

Louisville, Kentucky, United StatesFull-TimeMiddle

Salary60,000 - 80,000 USD per year

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Job Details

Experience: 3+ years
Required Skills: Data AnalysisSalesforceMicrosoft Office SuiteCustomer SuccessHubSpotAccount ManagementCRM

3+ years of experience in customer services, customer management, or sales.
Bachelor's degree required; focus in business, law, or a related field preferred.
Proficient in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
Advanced CRM experience or certification highly desirable.
Experience in the legal tech, SaaS, or personal injury industry preferred.
Strong communication and interpersonal skills, with the ability to build relationships quickly.
Excellent organizational skills and attention to detail.
Comfortable working with customer data and reports to monitor trends.
Ability to conduct effective virtual user training presentations.
Strong problem-solving skills and the ability to adapt in a fast-paced environment.
Ability to travel 10-20%.

Serve as the day-to-day point of contact for a portfolio of assigned firms, addressing inquiries promptly and escalating issues when necessary.
Schedule and conduct regular, value-centric customer check-ins to validate account health and strengthen relationships.
Manage CRM workflows and sequences to support ongoing customer engagement and account health at scale.
Generate reports and track customer data for assigned accounts, monitoring trends to identify risks or opportunities.
Create and maintain accurate customer records during onboarding and deliver user training sessions for the Zipliens portal.
Orchestrate strategic, milestone and KPI-driven pilot launch plans on key new or expansion accounts.
Partner with Sales, Marketing, Lien Resolution, and Tech teams to ensure seamless onboarding and overall customer satisfaction.

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