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About the role
Key responsibilities & impact- Lead onboarding for Creditors' Rights accounts after contract signing
- Define state footprint, plaintiff client mix, reporting requirements, service attempt rules, e-filing setup, and exception handling
- Set ramp milestones, volume targets, and reporting cadence during the first 30 days
- Ensure platform configuration matches contracted requirements
- Identify and resolve onboarding blockers such as alternative-service setup, e-filing registration, bulk upload format, and platform access
- Partner with the Solutions Architect on customer success
- Serve as the primary day-to-day contact for accounts
- Maintain regular communication, monthly reviews, and formal QBRs for enterprise accounts
- Monitor account health, including serve rate, filing SLA adherence, volume trends, open job aging, and complaint rate
- Flag at-risk accounts and escalate internally
- Identify and develop expansion opportunities across states, plaintiff clients, and service types
- Lead commercial conversations, negotiate expanded scope, and onboard expansions
- Own renewal conversations and negotiate renewal terms
- Develop deep knowledge of the Proof platform and its configuration and edge cases
- Understand end-to-end service of process workflows, including job creation, server assignment, attempt cadence, affidavit generation, e-filing, and billing
- Learn state-specific service of process rules for active jurisdictions
Requirements
What you’ll need- 3 or more years of account management or client services experience in a B2B environment
- Experience working with creditors’ rights law firms, law firms generally, or in the legal services space is strongly preferred
- Strong organizational discipline; ability to manage a multi-account book, keep notes and CRM current, and close every open item
- Clear, direct communication skills
- Proactive mindset and ability to surface problems before they become crises
- Comfort with operational complexity, including billing exceptions, filing delays, alt-service disputes, and e-filing issues
- Ability to learn new legal and regulatory frameworks quickly
- Familiarity with service of process, including service attempts, affidavit of service, e-filing, and substituted service, is strongly preferred
- Prior experience with legal technology platforms, case management software, or process serving systems is strongly preferred
- Exposure to compliance-driven client relationships with audit programs, vendor questionnaires, SLA reporting requirements, and formal review cadences is strongly preferred
- Must comply with E-Verify/right-to-work requirements
Benefits
Comp & perks- Medical, dental, vision, disability insurance, and 401k available
- Work-from-home monthly stipend
- Flexible time off (paid planned and sick time, and paid holidays)
- Necessary equipment provided