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About the role
Key responsibilities & impact- Maintain a defined engagement cadence based on account tier, including proactive outreach and expansion discussions.
- Build multi-threaded relationships across legal, operations, and administrative stakeholders.
- Drive organic expansion within the installed base by increasing net new users and locations.
- Ensure account plans include clear expansion paths.
- Onboarding training and adoption milestones tied to new carrier launches.
- Drive improvements that increase utilization of all products within scope and client satisfaction.
- Identify cross-sell opportunities for Field Sales and within assigned clients for ancillary services.
- Weekly, monthly, and quarterly reporting on portfolio health, enablement progress, expansion plays, and segment scorecards.
Requirements
What you’ll need- Bachelor’s degree or equivalent experience; 5+ years of sales/client growth leadership experience, ideally 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).
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales leadershipclient growthanalytical skillsoperating rigorpipeline metricsadoption metricsCRM reporting
Soft Skills
relationship buildingproactive outreachcommunicationcollaborationclient satisfaction
Certifications
Bachelor’s degree
