Account Manager

The Role

Lawmatics is looking for a dynamic and driven Account Manager in San Diego, CA, to join our team. This role is centered on the successful onboarding, nurturing, and growth of assigned customer accounts. Ideal candidates excel in relationship building, possess strategic acumen, and are relentless in pursuing growth opportunities. If you are proactive, results-oriented, and passionate about seeing customers thrive, this is the perfect role for you.

As an Account Manager, you will serve as the primary point of contact for your assigned accounts, ensuring they realize the full potential of Lawmatics. You'll be responsible for guiding customers through the onboarding process, providing ongoing support, and driving account growth through strategic initiatives.

Please note: We are a hybrid company that works out of our office in San Diego, CA Monday through Wednesday, with the option to work remotely on Thursday and Friday.

What You’ll Do

• Onboard New Customers: Guide new customers through the onboarding process, ensuring a smooth transition and full understanding of our platform.
• Customer Relationship Management: Serve as a trusted advisor and advocate, building long-term relationships that foster loyalty and satisfaction.
• Account Growth: Identify and pursue opportunities for account growth, including upselling and cross-selling additional Lawmatics solutions.
• Strategic Planning: Develop and execute tailored account strategies that align with customer goals and drive success.
• Data Analysis & Reporting: Monitor account performance, analyze trends, and provide actionable insights to customers.
• Proactive Support: Anticipate customer needs and proactively address potential challenges before they become issues.
• Collaboration: Work closely with internal teams, including sales, product, and support, to ensure seamless service delivery and customer success.
• Feedback Loop: Gather customer feedback and work with the product team to drive continuous improvement and feature enhancements.
• Training & Development: Conduct training sessions and create resources to educate customers on platform features and best practices.
• Customer Advocacy: Represent customer interests internally and ensure their voice is heard in product development and service improvement discussions.

What You'll Bring

• 2+ years of experience in account management, customer success, or a related role, preferably in a SaaS environment.
• Exceptional interpersonal and communication skills, both written and verbal – you can build rapport quickly and articulate complex ideas clearly.
• Proficiency in technology tools and software systems, with a strong desire to master new solutions and tools.
• Analytical mindset with the ability to derive insights from data and present them compellingly.
• Strategic thinking: Capable of developing and executing strategic plans that drive customer success and account growth.
• Excellent organizational skills: You can manage competing priorities, adhere to deadlines, and maintain meticulous records.
• Proactive problem-solving attitude: You anticipate issues and take action to mitigate them before they impact customers.
• High degree of empathy and customer focus: You understand customer needs and strive to exceed their expectations.
• An entrepreneurial spirit: You thrive in a dynamic, fast-paced startup environment and are a strong self-starter.
• A collaborative mindset: Ready to contribute ideas and work with cross-functional teams to improve processes and outcomes.
• Resilience and adaptability: You can navigate challenges and adapt to changing priorities with grace.

The Opportunity

At Lawmatics, our mission is to enable lawyers to focus on being the best lawyer they can be — to focus on the practice of law, and leave the tedium of business operations to technology. That’s why we provide an intuitive, end-to-end customer intake, CRM, and marketing automation platform for law firms, their employees, and their customers. Through our platform, customers of law practices experience a smooth, complication-free legal journey, with prompt and clear communication, relieving the burdens of complex legal challenges. With Lawmatics, law firms streamline their operations, impress customers, and win more business.