Account Manager

About SurePoint

SurePoint Technologies delivers award-winning software that helps mid-sized law firms boost efficiency and maximize financial performance. Our cloud-based solutions connect client management practice management and financial systems to improve efficiency and collaboration.

With over 40 years in legal tech and a team of CPAs former lawyers and top engineers we understand what law firms need to thrive. Were passionate about building tools that reduce administrative work so our customers can focus on what matters most: serving their clients.

Job Overview:

The Account Manager is the main point of contact for a portfolio of clients and responsible for the overall health of our business relationship. This role connects with key business stakeholders identifies upsell opportunities and exceeds revenue targets. The Account Manager has a proven track record in sales exceptional communication skills and the ability to foster strong client relationships.

Responsibilities and Duties:

• Build a sustainable pipeline by identifying upsell and cross-sell opportunities within our existing accounts.
• Meet and exceed assigned revenue targets.
• Develop and maintain strong relationships with key clients serving as the main point of contact and advocating for their needs within the organization.
• Collaborate with cross-functional teams to create strategic account plans aligned with clients business objectives ensuring a clear understanding of their goals and challenges.
• Oversee contract negotiations and renewals ensuring terms are favorable for both the client and the organization while adhering to company policies and standards.
• Identify potential risks to client relationships and work proactively to mitigate churn ensuring a stable and long-lasting partnership.
• Maintain positive and proactive relationships with cross functional peers.
• Provide voice of the customer feedback to the entire organization.
• Develop strategic account plans in collaboration with CS team that outline goals milestones and define customer journey for strategic clients.

Skills and Qualifications:

• 3 years of years of experience in B2B sales account management or a related role.
• Proven track record of exceeding sales targets and generating revenue growth.
• Demonstrated ability to communicate and influence credibly and effectively at all levels of the organization.
• Prepare and deliver persuasive sales presentations proposals and product demonstrations that effectively highlight the value of our offerings.
• Strong strategic thinking problem-solving and decision-making skills.
• Excellent communication negotiation and interpersonal skills.
• Proficiency in SFDC and other sales tools to manage leads opportunities and customer interactions.
• Travel to client locations as needed for in-person meetings presentations and relationship-building activities.
• Ability to effectively communicate with client leaders of all levels.
• Critical thinking and problem-solving skills.
• Strong organizational skills and attention to detail.

Additional Qualifications that are nice to have:

• Bachelors Degree preferred.

At SurePoint we know our people are our greatest strength. Thats why we offer a comprehensive total rewards package and were always evolving our benefits to support employee needs at every stage of life and career.

Benefits Include

• Health Insurance (medical dental vision)
• Flexible Spending Accounts
• Life Short-term and Long-term Disability Insurance (employer paid)
• Health Savings Accounts
• Wellbeing Benefits
• 401K (immediately vested employer match)
• Paid Time Off (Flexible PTO holidays)
• Employee Assistance Program
• Summer Flex Fridays

To learn more about SurePoint and our products visit our corporate web site at and follow us on LinkedIn Facebook and Twitter.

SurePoint is proud to be an Equal Opportunity Employer. All applicants will be considered without regard to race color sex sexual orientation gender identity religion national origin ancestry age physical or mental disability veteran status medical condition or any other classification protected by law.