Account Manager

Legal Soft; California (MO); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Remote work flexibility

Professional development

Job summary

Legal Soft is seeking an Account Manager to steward relationships with active lawyer clients and their virtual assistants, ensuring satisfaction and retention. You will understand client needs, provide tailored support, and upsell services and staffing solutions to expand engagements.

The role requires proactive client focus, strong sales skills, and comfort with legal tech and software platforms. Remote-friendly, with opportunities for growth within a fast-paced, innovative team.

Qualifications

• Bachelor's degree in a related field or equivalent experience.
• 2+ years in account management or sales in legal tech, SaaS, or virtual staffing.
• Proven ability to upsell services and meet revenue goals.
• Familiarity with legal software and law firm operations is a plus.

Responsibilities

• Act as the primary contact for assigned lawyer clients and their VAs, building trust and long-term partnerships.
• Identify upsell opportunities and present tailored proposals to align with clients' growth goals.
• Provide ongoing training and technical support to clients and VAs, ensuring smooth adoption of tools.
• Track performance and feedback using CRM tools and communicate insights to leadership.
• Collaborate with marketing and tech teams to deliver seamless client experiences.

Skills

Account management

Sales

CRM proficiency

Client success

Negotiation

Education

Bachelor’s degree or equivalent experience in Business/Marketing/Law

Tools

Salesforce

HubSpot

MS 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, preferably 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