NetLaw

Account Manager

• Serve as the primary point of contact for newly registered advisors at your assigned partner firms
• Conduct orientation calls to introduce advisors to the NetLaw platform, the three-meeting estate planning process, and their role as a referring partner
• Facilitate attorney-advisor intro calls to establish relationships before a first client referral is made
• Walk advisors through the pre-referral client checklist and estate planning needs assessment reference guide so they feel confident identifying and preparing clients
• Track onboarding milestone completion in HubSpot and follow up proactively with advisors who are not progressing toward their first referral
• Own advisor relationships from first referral through habitual usage across your assigned portfolio
• Monitor advisor engagement in HubSpot — identifying dormant advisors early and executing re-engagement outreach before they go fully inactive
• Serve as a knowledgeable, accessible resource for advisors with questions about estate planning, the referral process, or their clients' situations
• Conduct monthly structured touchpoints with firm-level contacts at assigned partner firms — agenda-driven, not open-ended
• Participate in advisor education programs — webinars, roundtables, and firm-level training sessions — as a NetLaw representative and relationship anchor
• Follow up with advisors post-referral to ensure they remain engaged throughout their client's estate planning process
• Alert advisors when their clients' plans are at risk of stalling and provide guidance on how to re-engage
• Coordinate with the Client Success team on handoffs and ensure aligned communication between the advisor and the client-facing team
• Flag advisor disengagement patterns before they impact plan completion rates
• Surface patterns, friction points, and advisor feedback on a regular cadence
• Maintain accurate, current records in HubSpot — referral activity, engagement tier, milestone completion, advisor notes, and firm-level context
• Contribute to the ongoing refinement of onboarding processes, advisor education materials, and engagement sequences based on what you observe in the field
• Support the VP of Advisor Success in building and improving the systems, playbooks, and content that make the function scalable

Senior Relationship Manager