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About the role
Key responsibilities & impact- Maintain a defined engagement cadence based on account tier, including proactive outreach, performance reviews, and expansion discussions
- Build multi-threaded relationships across legal, operations, and administrative stakeholders
- Drive organic expansion through net new users and new office, branch, or claim locations within existing accounts
- Ensure account plans include clear expansion paths, enablement plans, and next-step commitments
- Provide onboarding training and manage adoption milestones tied to new carrier launches or relaunches
- Improve utilization of products within scope and client satisfaction
- Identify cross-sell opportunities for Field Sales and ancillary services within assigned clients
- Conduct weekly portfolio health and risk audits, enablement progress reviews, and expansion plays
- Conduct monthly segment business reviews covering GRR/NRR, adoption indicators, organic growth outcomes, and field outcomes
- Conduct quarterly QBR/EBR coverage for priority accounts, account plans, and joint field priorities
- Maintain clean CRM discipline and accurate, actionable segment scorecards
Requirements
What you’ll need- Bachelor’s degree or equivalent experience
- 5+ years of sales/client growth leadership experience
- Ideally experience in legal, insurance, or records/health-information services
- Strong analytical and operating rigor
- Ability to manage GRR/NRR, adoption metrics, pipeline metrics, and CRM reporting
- Salesforce preferred
- Must be eligible to work without employment sponsorship
- May be required to complete post-offer health screenings and provide or complete vaccinations such as flu shot, Tdap, and COVID-19, depending on client requirements
Benefits
Comp & perks- Total rewards strategy
- Post-offer health screenings and vaccination support/requirements as applicable
- Reasonable accommodations for individuals with physical and mental disabilities
- Equal Employment Opportunity workplace
- Voluntary anonymous demographic questions that do not affect the application or hiring process