Account Manager

Legal Soft; California; Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Remote work flexibility

Health coverage

Paid time off

Professional development

Job summary

Legal Soft in the United States is seeking an Account Manager to nurture relationships with lawyer clients and their virtual assistants, ensuring high satisfaction and retention. You will understand client needs, provide tailored support, and identify opportunities to upsell Legal Soft services.

The ideal candidate has strong sales skills, experience in legal tech or SaaS, and a client-focused mindset. You will collaborate with marketing and product teams to promote offerings and drive account

Qualifications

• Bachelor’s degree in Business, Marketing, Law, or related field (or equivalent experience).
• 2+ years in account management, client success, or sales, preferably in legal tech or SaaS.
• Proven ability to upsell and meet revenue goals.
• Familiarity with legal software and law firm operations is a plus.
• Strong communication, negotiation, and relationship-building skills.
• Proficiency in CRM platforms (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
• Self-motivated, detail-oriented, and able to manage multiple client accounts in a fast-paced environment.
• Knowledge of social media management, website development, or AI tools is highly desirable.

Responsibilities

• Be the primary contact for assigned lawyer clients and their VAs.
• Conduct regular check-ins, train clients on Legal Soft tools, ensure workflow integration.
• Help clients maximize value of VAs and legal software.
• Identify opportunities to upsell services like social media content and custom websites.
• Present tailored proposals aligned with growth goals.
• Collaborate with marketing to promote new features to existing clients.
• Provide ongoing support and coordinate with the tech team as needed.
• Monitor satisfaction and usage metrics to drive engagement.
• Track revenue and client feedback using CRM for leadership reporting.
• Share client insights to inform service improvements and new offerings.
• Work with internal teams to deliver seamless client experiences.
• Contribute to a culture of innovation and support the mission.

Skills

Account management

Sales

Communication

Negotiation

Education

Bachelor's degree

Tools

Salesforce

HubSpot

Microsoft Office

Job description

Job Description

Company Overview

Legal Soft is a leading provider of virtual staffing. Trusted by over 1,000 law firms, we empower legal practices to scale efficiently with tailored virtual assistant services. Join our dynamic team to help law firms grow while advancing your career in a fast-paced, innovative environment.

Job Summary

The Account Manager at Legal Soft will manage relationships with active lawyer clients and their virtual assistants (VAs), ensuring exceptional client satisfaction and retention. This role focuses on understanding client needs, providing personalized support, and upselling additional Legal Soft services and virtual staffing solutions. The ideal candidate is a proactive, client-focused professional with strong sales skills and a passion for legal tech.

Key Responsibilities

Client Relationship Management

• Act as the primary point of contact for assigned lawyer clients and their VAs, fostering trust and long-term partnerships.
• Conduct regular check-ins to assess client needs, provide training on Legal Soft tools, and ensure seamless integration with their workflows.
• Support clients in maximizing the value of virtual assistants and legal software, including tools like Clio, MyCase, and PracticePanther.

Upselling and Cross-Selling

• Identify opportunities to upsell services such as social media content creation, custom website development, AI tools, and additional virtual staffing solutions.
• Present tailored proposals to clients, demonstrating how Legal Soft’s offerings (e.g., Practice360 for social media or custom websites) align with their growth goals.
• Collaborate with the marketing team to promote new features and services to existing clients.

Client Success and Support

• Provide ongoing support to clients and their VAs, troubleshooting issues and coordinating with Legal Soft’s technical team as needed.
• Train clients and VAs on legal software platforms and ensure efficient adoption of tools for document automation, e-filing, and client intake.
• Monitor client satisfaction and usage metrics to proactively address challenges and drive engagement.

Revenue Growth and Performance Metrics

• Achieve revenue targets through client retention and upselling additional services.
• Track account performance and client feedback using CRM tools, reporting insights to leadership.
• Identify trends within the client base to inform service improvements and new product offerings.

Collaboration and Innovation

• Work closely with internal teams (e.g., marketing, tech support, and virtual staffing) to deliver seamless client experiences.
• Provide client feedback to enhance Legal Soft’s offerings, including AI tools and virtual assistant training programs.
• Contribute to a culture of innovation, supporting Legal Soft’s mission to revolutionize law firm operations.

Qualifications

• Bachelor’s degree in Business, Marketing, Law, or a related field (or equivalent experience).
• 2+ years of experience in account management, client success, or sales, preferable in legal tech, SaaS, or virtual staffing industries.
• Proven ability to upsell services and meet revenue goals.
• Familiarity with legal software and law firm operations is a plus.
• Strong communication, negotiation, and relationship-building skills.
• Proficiency in CRM platforms (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
• Self-motivated, detail-oriented, and able to manage multiple client accounts in a fast-paced environment.
• Knowledge of social media management, website development, or AI tools is highly desirable.

Compensation and Benefits

• Competitive Salary: Aligned with industry standards and experience level.
• Bonus Opportunities: Performance-based bonuses tied to client retention, upsell achievements, and account growth.
• Comprehensive benefits package, including health coverage, paid time off, and opportunities for professional development.
• Remote work flexibility with a supportive, inclusive, and dynamic work environment.
• Opportunity to grow with a rapidly expanding company focused on trans