Account Solution Manager
FilevineLegal Case company
Salt Lake City, United StatesMid
Insight Partners
Accel
Halo Fund
Meritech
Stepstone
Album Ventures
Sales & Account ManagementNew
About the role
TL;DR
Owns the post-sale customer experience, focusing on retention and product adoption.
- •The Account Solution Manager (ASM) owns the post-sale customer experience for a portfolio of approximately 300 customers, focusing on retention and product adoption.
- •This role acts as the primary operational and relationship anchor for clients, ensuring they maximize value from the Filevine platform.
- •Key Responsibilities Drive solutions for customers from contract through renewal to allow for optimal usage of Filevine.
- •Become an expert in the Filevine suite of products and be able to solve technical issues for your customers.
- •Manage the contract renewal process for customers within your assigned book of business and partner with various internal departments to ensure maximum revenue retention.
- •Develop deep working relationships with customers and work with various stakeholders including Expert Teams and Sales to minimize credits and churn and ensure efficient invoice collection.
- •Work closely with third-party implementation partners to ensure smooth onboarding and a robust post-onboarding experience for customers.
- •Requirements Demonstrates expert written and verbal communication skills. 3-5 years of experience in an Account Manager, Customer Success, Account Executive, or other customer-facing role.
- •Experience managing or maintaining a book of business.
- •Ability to be extremely responsive and proactive when interfacing with customers.
- •Must be able to work in office 5 days a week in our Sugarhouse, UT location.
Required skills
Account ManagementB2B SalesNegotiation
Nice-to-have skills
SalesforceHubSpot
Domain expertise
legaltechproductivity