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Hybrid Intermediate Customer Account Manager
Posted 3 months ago
About the role
- Intermediate Customer Account Manager responsible for maximizing customer value and adoption at Clio, the leader in legal AI technology. Engaging with clients to ensure success with Clio’s products and services.
Responsibilities
- Directly impact important KPIs such as proactive churn prevention, adoption, expansion, customer retention, plus various project deliverables;
- Proactively calling outbound to Clio customers to ensure they are receiving value from Clio;
- Re-engage customers with Clio usage through your understanding of the product usage data, customer personas and the value available to our customers;
- Identifying, acting upon, and driving revenue opportunities; providing analysis on conversion success;
- Lead both individual and group strategy/training sessions to drive Product Adoption
- Be an expert in Clio’s suite of products—especially our AI-powered solutions—and understand common customer workflows
- Reaching out to promoters for the brand, referrals, revenue and possible advocacy opportunities;
- Managing and retaining incoming lifecycle opportunities
- Sharing feedback with the Product organization to ensure we are building with customer front of mind;
- Work on and lead (where appropriate) customer driven projects.
Requirements
- 2+ Customer Success/Service/Support experience
- 2+ years in an account manager or similar function
- Sales experience
- Experience working in or closely with Sales organizations
- A keen interest in improving your craft by using AI SaaS experience
- Serious bonus points if you have:
- Experience in legal technology or legal background
- Salesforce experience
- Experience working with generative AI tools
Benefits
- Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
- Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week.
- Flexible time off policy, with an encouraged 20 days off per year.
- $2000 annual counseling benefit
- RRSP matching and RESP contribution
- Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
Job title
Job type
Experience level
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Degree requirement
No Education Requirement
Location requirements
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