Account Manager, Clio
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What you'll do
- Client Relationship Management: Develop and maintain strong, long-lasting client relationships by understanding their needs, objectives, and business goals.
- Account Strategy: Develop and implement comprehensive digital marketing strategies in collaboration with our internal teams, encompassing SEO, paid advertising, social media management, chat, and content marketing, to achieve client objectives.
- Account Reviews: Monitor and analyze campaign performance, providing insights and recommendations for improvements to clients, covering SEO, PPC, and social media KPIs.
- New Business Development: Identify opportunities for upselling and expanding our services within existing client accounts.
- Team Collaboration: Work closely with internal teams, including the Directors, SEO specialists, paid advertising experts, social media managers, and content writers, to ensure client success.
- Budget Management: Manage client budgets, ensuring efficient allocation of resources to achieve campaign objectives and return on investment.
What they're looking for
- Bachelor's degree in Marketing, Advertising, Business, Communications, or a related field—or equivalent practical experience.
- 2+ year of professional experience in client-facing account management.
- Proven track record of upselling and growing client accounts.
- Proven ability to manage client relationships, understand their needs, and deliver results.
- Experience working with cross-functional teams to execute client strategies.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
About Us
About the Role
Because this is a developing function, you won’t simply step into an established playbook. You’ll help create it. From developing outreach strategies and call scripts to testing new approaches and identifying what drives client engagement, you’ll have the opportunity to influence how Scorpion supports and grows this client segment.
This role is a strong fit for someone who enjoys working with clients, is comfortable with proactive outreach, has an interest in sales and growth, and is energized by building new processes and finding better ways to engage customers.
What your success will look like
- Drive Client Activation and Adoption Engage newly launched clients to ensure they successfully activate and utilize the Scorpion–Clio integration, identifying and addressing barriers to adoption.
- Increase Client Engagement Develop proactive outreach strategies that encourage clients to engage with Scorpion and take advantage of the resources and capabilities available to them.
- Conduct Proactive Client Outreach Connect with clients through phone, email, and other outreach methods. This may include cold or re-engagement outreach to clients who have had limited interaction with Scorpion.
- Identify Growth Opportunities Use client conversations and available integration data to identify needs and potential opportunities for clients to expand their relationship with Scorpion.
- Use Data to Inform Outreach Review available integration and client data to understand engagement, identify trends or opportunities, and prioritize client outreach.
- Build the Playbook Help develop and continuously improve call scripts, email messaging, outreach cadences, engagement strategies, and workflows for this growing client segment.
- Test and Learn Experiment with different approaches to client engagement, evaluate what works, and use those insights to improve the team's strategy and processes.
- Collaborate Across Teams Partner with internal teams supporting the Clio partnership, client experience, sales, and other areas of Scorpion to help create a seamless client experience.
- Support the Clio Partnership As the role develops, there may be opportunities to participate in partnership discussions and quarterly business reviews with Clio and contribute insights about client engagement, adoption, and growth opportunities.
Who you are and what you bring
- Education
- Bachelor's degree in Marketing, Advertising, Business, Communications, or a related field—or equivalent practical experience.
- Experience
- 2+ years of experience in a client-facing role such as customer success, sales, business development, account coordination, or a related function.
- Experience conducting proactive client outreach by phone and email.
- Experience working cross-functionally with multiple teams or stakeholders.
- Experience in the legal industry, SaaS, digital marketing, or technology integrations is a plus but not required.
- Skills
- Strong verbal and written communication skills.
- Strong relationship-building skills and an interest in client engagement, customer growth, and sales.
- Ability to use data and client insights to identify trends, priorities, and growth opportunities.
- Strong problem-solving skills with a willingness to test new approaches and refine strategies based on results.
- Ability to work independently and create structure in a developing function with limited established processes.
- Strong organizational skills and follow-through when managing outreach across a large client population.
- Adaptability and comfort working in an evolving environment where processes and priorities may change.
- Ability to collaborate effectively across teams and with external partners.
- Eagerness to learn new platforms, tools, and technologies.
- Travel
- The role requires 10% travel within the United States and Canada
Our Scorpion Values
Winning Mindset: When our clients win, we win.
Genuine Care: We only succeed when we are truly invested in our clients and each other.
Unmatched Results: We deliver more than expected–and then some–driving the best results and impacting lives.
Constant Improvement: We believe there is always a better way. We learn we ask “What if?” we build and then do it again.
Unbeatable Teamwork: We come from different backgrounds but have the same vision. We only get there by doing it together, as a team.
Compensation
We acknowledge that states have passed legislation promoting pay transparency. As a national employer, Scorpion has made the decision to post our expected pay rate or pay range (as applicable) in all our job postings, regardless of geographic location.
- The base salary range is $60,000 (entry-level) - $80,000 (highly experienced), exclusive of fringe benefits. If you are hired at Scorpion, your final base salary compensation will be determined based on factors such as geographic location, skills, education, and/or experience. Additionally, we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer. Please keep in mind that the range mentioned above is the total salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future & continued salary growth.
- The compensation package may also include incentive compensation opportunities in the form of discretionary bonuses or commissions.
Our Benefits
We invest in our employees by offering them diverse benefits from best-in-class carriers. These benefits provide enough choice and flexibility to keep our employees and their families healthy and happy—today and tomorrow.
- 100% employer-paid medical, dental, and vision insurance
- Flexible paid time off, so you can rest, relax, and recharge away from work
- Paid parental leave
- Paid cell phone and service
- Remote office allowance
- Professional development and development courses
- Regular manager check-ins to drive performance and career growth through Lattice
Work Location & Flexibility
Scorpion supports a range of work arrangements, including in-office, hybrid, and remote roles. For positions designated as remote, employees who live within commuting distance of a Scorpion office may be asked to work from the office based on team needs, collaboration opportunities, or business priorities. Specific expectations will be discussed during the interview process.
Equal Opportunity Employer
Scorpion is an equal opportunity employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, or physical or mental disability. We believe in creating a dynamic work environment that values diversity and inclusion.
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E-Verify
Scorpion participates in the E-Verify program to confirm employment authorization of all newly hired employees. The E-Verify process is completed during new hire onboarding and completion of the Form I-9, Employment Eligibility Verification, at the start of employment. E-Verify is not used as a tool to pre-screen candidates. For more information on E-Verify, please visit www.uscis.gov.
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