Account Manager

SurePoint® Technologies develops award-winning software for mid-sized law firms to enhance workflow efficiency and maximize financial performance. Its acclaimed cloud solutions seamlessly integrate client management, practice management, and financial operations, fostering robust relationship-building and knowledge-sharing capabilities.

Having been at the forefront of legal tech for more than 40 years, and with a team comprised of CPAs, former lawyers, and leading software engineers, SurePoint's solutions reflect a deep understanding of law firms' unique requirements.

By alleviating administrative burdens with proven, reliable software, law firms have what they need to grow revenue and focus on their clients.

As an Account Manager at SurePoint, you will play a critical role in driving revenue growth by effectively managing your client portfolio and identifying new business opportunities. You will be responsible for building and executing a comprehensive territory plan designed to meet or exceed upsell and cross-sell goals, tailored to the specific needs and opportunities of the assigned territory. By developing and maintaining strong relationships with key clients, you will advocate for their needs within the organization and ensure long-lasting partnerships.

This position requires collaboration with cross-functional teams to create strategic account plans aligned with clients' business objectives, overseeing contract negotiations and renewals, and proactively mitigating potential risks to client relationships. The ideal candidate will have a proven track record in B2B sales, exceptional communication skills, and the ability to foster strong client relationships within the software industry, specifically targeting law firms. You will report directly to the Director of Account Management.

What You Will Do

• Consistently meet and exceed assigned revenue targets by effectively managing your client portfolio and identifying new business opportunities.
• Build and execute a comprehensive territory plan designed to meet or exceed upsell and cross-sell goals, tailored to the specific needs and opportunities of the assigned territory.
• Develop and maintain strong relationships with key clients, advocating for their needs within the organization.
• Collaborate with cross-functional teams to create strategic account plans aligned with clients' business objectives, ensuring a clear understanding of their goals and challenges.
• Oversee contract negotiations and renewals, ensuring terms are favorable for both the client and the organization while adhering to company policies and standards.
• Identify potential risks to client relationships and work proactively with Client. Success team to mitigate churn, ensuring a stable and long-lasting partnership.
• Maintain positive and proactive relationships with your cross functional peers. Provide voice of the customer feedback to the entire organization.
• Develop strategic account plans in collaboration with Client Success team that outline goals, milestones, and define customer journey for strategic clients.

Requirements

• 3+ years of B2B sales experience, preferably in the software industry, with a focus on selling to law firms.
• Proven track record of exceeding sales targets and generating revenue growth.
• Exceptional verbal and written communication skills, with the ability to effectively engage with senior stakeholders and decision-makers.
• Ability to understand and communicate complex software solutions, with experience in the legal tech industry being a plus.
• Proven ability to work effectively with cross-functional teams, including Customer Success, Product, and Marketing, to achieve strategic goals.
• Strong strategic thinking, problem-solving, and decision-making skills.
• Proficiency in SFDC and other sales tools to manage leads, opportunities, and customer interactions.
• Travel to client locations as needed for in-person meetings, presentations, and relationship-building activities.
• Bachelor's Degree preferred.
• Willingness to travel as required to meet with clients and attend industry events.

SurePoint recognizes the importance of taking care of our most valuable assets - our employees. That's why we not only offer a comprehensive total rewards package but also continuously evaluate our offerings to meet the evolving needs of our workforce.

Benefits Include

• Medical, Dental, and Vision Insurance
• 401K (immediately vested, employer match)
• Flexible PTO
• FSA/HSA
• Parental Leave
• Life, Short-term and Long-term Disability Insurance (employer paid)
• Employee Assistance Program

To learn more about SurePoint and our products, visit our corporate web site at www.surepoint.com and follow us on LinkedIn, Facebook and Twitter.

All employees must have the ability to document identity and employment eligibility within three (3) days of original appointment as a condition of employment in compliance with Immigration Reform and Control Act requirements.

SurePoint is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, sexual orientation, gender identity, color, religion, national origin, age, disability, veteran status, or other legally protected status.