Account Manager - Elite

Position Overview

Elite is the trusted automation platform for law firm operations across most of the world’s largest and most successful law firms. Delivering the only cloud-native SaaS platform that unifies financial, invoice, time, and data management into a single system of action, Elite enables firms to modernize financial operations.

As an Account Manager, you’ll manage a portfolio of strategic clients, building trusted partnerships with senior stakeholders and guiding them through their digital transformation journey. With a consultative and insight-led approach, you’ll identify growth opportunities, drive cloud adoption, and deliver measurable impact across efficiency, profitability, and client service. This role is ideal for a results-driven professional passionate about helping law firms modernize and accelerate their transition from on-premises to cloud.

Responsibilities

• Build and sustain deep, trusted relationships with a portfolio of law firm and corporate legal clients, serving as their primary point of contact and strategic partner.
• Drive account growth by uncovering and executing against upsell and cross-sell opportunities aligned to client goals, operational challenges, and evolving business needs.
• Maintain accurate and up-to-date account planning records within the CRM against all assigned accounts and opportunities, forecasting close dates and sales pipeline steps accurately.
• Proactively manage the customer lifecycle by addressing inquiries, resolving issues swiftly, and ensuring high customer satisfaction and loyalty.
• Leverage customer health data and engagement trends to identify at-risk accounts early and implement proactive retention strategies.
• Collaborate with Solutions Consultants to design and deliver compelling value propositions, tailored demonstrations, and ROI-driven proposals.
• Partner closely with Customer Success to ensure smooth onboarding, adoption, and long-term product utilization across multiple stakeholders.
• Provide structured feedback to Product and Solutions teams to influence roadmap priorities and reflect customer requirements.
• Serve as an internal customer advocate, championing continuous improvement in service delivery.
• Educate customers on best practices, new functionality, and industry trends.
• Perform other duties as assigned to support departmental and company objectives.

Qualifications

• Education: Bachelor's Degree in Business, Marketing, or equivalent experience.
• Experience: 3–5 years of experience in Account Management, Customer Success, or Strategic Sales within SaaS, Legal Tech, or Professional Services.
• Proven success managing enterprise or strategic accounts, with a track record of exceeding retention and growth targets.
• Strong understanding of cloud-based software solutions and experience guiding clients through on-premises to cloud transitions.
• Exceptional relationship-building, analytical, and executive communication skills.
• Strong proficiency in CRM tools (Salesforce preferred) and experience managing renewals, forecasts, and pipelines in complex sales environments.
• Highly collaborative across Product, Solutions, and Customer Success teams.
• Ability to travel 25–50% as business needs require.
• Role requires the physical capacity for moderate lifting (20–50 lbs), bending, or standing.
• Must be legally authorized to work in the United Kingdom without sponsorship.

Benefits

• Competitive Compensation Package
• Comprehensive Healthcare Coverage (Health, Dental, Vision)
• Retirement Savings Plan with an Employer Contribution
• Professional Development Opportunities & Tuition Reimbursement
• Generous Global Parental Leave & Paid Time Off
• Wellness Initiatives & Calm Premium Subscription
• Employee Assistance Program & Employee Discount Program