Retention Account Manager

Yesterday

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Elite Technology

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Our solutions lie at the heart of the world’s most successful law firms, accelerating their businesses

software • legal • practice management • financial management • professional services firms

501 - 1000

Description

• The 3E Retention Account Manager will be responsible for managing and nurturing Elite’s existing 3E customer base to ensure high levels of satisfaction and retention. • The ideal candidate will have a strong understanding of Elite’s solutions, the legal industry, cloud services, SaaS business models, and account management strategies. • Develop and maintain strong relationships with a large portfolio of existing customers. • Monitor and validate all 3E and ESU renewal dates and amounts in Salesforce.com. • Maintain and report on a pipeline of opportunities, client renewals/contracts, and up-to-date forecast. • Meet and exceed 3E retention goals and booking targets. • Monitor customer usage via monthly audits to identify opportunities for timekeeper upgrades and module add-ons. • Process customer service transactions, or request for proposals (RFS). • Resolve customer support and service issues. • Assist the collections team with outstanding AR and invoice issues. • Conduct regular check-ins and business reviews with key accounts. • Track software versions installed at each customer. • Monitor when 3E cloud and on-prem solutions go live. • Gather customer feedback and work with the product team to guide future product developments. • Understand customer needs and objectives to align our software and services accordingly.

Requirements

• Develop and maintain strong business, marketing, or a related field. • 7+ years of experience in account management / sales preferably in the cloud/SaaS industry. • Proven track record of maintaining and growing customer accounts. • Strong communication and interpersonal skills. • Ability to analyze data and usage patterns to inform decision-making. • Experience with Salesforce.com and account management tools.

Benefits

• Competitive Compensation Package (Base - $142,000 to $152,000 + variable compensation) • Comprehensive Healthcare Coverage (Health, Dental, Vision) • Retirement Savings Plan with an Employer Contribution • Professional Development Opportunities • Time Off • Wellness Initiatives