客户经理
Account Manager
Elite 是全球大多数大型成功律师事务所信赖的自动化平台。Elite 帮助事务所应对每一次技术变革,如今提供唯一一个原生云 SaaS 平台,将财务、发票、时间及数据管理统一到一个操作系统中。通过嵌入式 AI、预测分析和集成支付功能,Elite 的产品帮助事务所缩短计费周期,减少坏账,并解锁全所范围的洞察,使财务运营成为律师事务所创新和增长的基础。了解更多信息,请访问 elite.com。
职位概述
作为客户经理,你将负责一组战略客户,与高级利益相关者建立信任合作关系,并引导他们完成数字化转型旅程。采用咨询和洞察导向的方法,你将发现增长机会,推动云采用,并在效率、盈利能力和客户服务方面实现可衡量的影响。此职位适合一位注重成果的专业人士,热衷于帮助律师事务所现代化,并加速从本地部署向云的转型。
与解决方案架构师、产品、客户成功和市场营销团队跨职能合作,你将制定符合每个客户业务目标的定制策略。此职位的成功意味着卓越的客户留存率、账户增长,以及通过创新和技术推动法律行业的现代化。
工作安排:远程
此职位要求个人位于英国时区(GMT/BST)
职责
- 与一组律师事务所和企业法务客户建立并维持深入的、值得信赖的关系,作为他们的主要联系人和战略合作伙伴。
- 通过发现并执行与客户目标、运营挑战和不断变化的业务需求相一致的升级销售和交叉销售机会,推动账户增长。
- 在 CRM 中准确且及时地记录所有分配账户及生成的机会的账户规划记录;准确预测销售管道中关闭日期和下一步骤。
- 主动管理客户生命周期,及时处理咨询,迅速解决问题,并确保客户持续保持高水平的满意度和忠诚度。
- 利用客户健康数据和参与趋势,尽早识别高风险账户并制定主动的保留策略。
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查看英文原文
Elite is the trusted automation platform for law firm operations across most of the world’s largest and most successful law firms. Elite has guided firms through every technology shift and today delivers the only cloud-native SaaS platform that unifies financial, invoice, time, and data management into a single system of action. With embedded AI, predictive analytics, and integrated payments, Elite’s products enable firms to shorten billing cycles, reduce write-offs, and unlock firm-wide insights, making financial operations the foundation for law firm innovation and growth. Learn more at elite.com.
Position Overview
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.
Working cross-functionally with Solutions Architects, Product, Customer Success, and Marketing, you’ll craft tailored strategies that align to each client’s business goals. Success in this role means exceptional retention, account growth, and driving the modernization of the legal industry through innovation and technology.
Work Arrangement: Remote
This role requires the individual to be based in UK Time Zone (GMT/BST)
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 accounts assigned as well as generated opportunities; forecasting accurately the close dates and next steps for sales pipeline.
- Proactively manage the customer lifecycle by addressing inquiries, resolving issues swiftly, and ensuring a consistently high level of satisfaction and loyalty.
- Leverage customer health data and engagement trends to identify at-risk accounts early and develop 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 ensure customer requirements are reflected in future releases.
- Serve as a customer advocate internally, representing client perspectives in decision-making forums and championing continuous improvement in service delivery.
- Educate customers on best practices, new functionality, and industry trends to help them maximize value from our solutions and position the company as a trusted thought leader.
- Perform other duties as assigned to support departmental and company objectives.
Qualifications
- Bachelor's Degree in Business, Marketing, or equivalent 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 leading clients through on-premises to cloud transitions.
- Exceptional relationship-building and executive communication skills, with the ability to influence and advise senior stakeholders.
- Analytical and commercially minded, with the ability to translate customer goals into actionable account strategies.
- Highly collaborative and comfortable working cross-functionally across Product, Solutions, and Customer Success teams.
- Strategic thinker with a proactive, solutions-oriented mindset and strong attention to detail.
- Strong proficiency in CRM tools (Salesforce preferred) and experience managing renewals, forecasts, and pipeline in complex sales environments.
- Ability to travel up 25–50% as business needs require
- Role requires the following physical capacity: Moderate: 20–50 lbs – frequent lifting, bending, or standing
- Must be legally authorized to work in United Kingdom; Elite does not provide employment sponsorship for this position
Benefits
- Competitive Compensation Package
- Comprehensive Healthcare Coverage (Health, Dental, Vision)
- Retirement Savings Plan with an Employer Contribution
- Professional Development Opportunities
- Tuition Reimbursement
- Parental Leave
- Time Off
- Wellness Initiatives
- Employee Assistance Program
- Generous Global Parental Leave
- Calm, free premium subscription
- Employee Discount Program
Please note that we do not offer sponsorship for this position.
Additional Information
At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter.
In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment.
Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma.
As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.
We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.
We are not accepting applications submitted through recruiting agencies.