NetLaw

Account Manager

• Conduct high-volume outbound calls, emails, and follow-up outreach to advisors who have registered for the platform but are not actively using it
• Introduce advisors to the NetLaw platform and explain how it supports their clients' estate planning needs
• Schedule and coordinate advisor demonstrations with Relationship Managers, attorneys, or other team members as appropriate
• Execute structured outreach campaigns designed to increase advisor engagement and referral activity
• Maintain consistent follow-up with advisors who express interest but have not yet taken action
• Guide advisors through initial platform setup and account activation
• Help advisors understand the referral process and next steps for getting started
• Answer basic questions regarding platform functionality, referral workflows, and available resources
• Ensure advisors complete key onboarding milestones
• Monitor onboarding progress and proactively reach out when advisors become inactive or stalled
• Build positive, professional relationships with advisors through consistent communication
• Serve as a friendly and knowledgeable first point of contact for advisors beginning their NetLaw journey
• Gather feedback from advisors regarding their experience and communicate insights to the Relationship Management team
• Support advisor education initiatives, webinars, and training events through outreach and participation
• Maintain accurate records of advisor activity, outreach attempts, demo attendance, and engagement status in HubSpot
• Track outreach metrics, conversion rates, demo completion, and advisor activation progress
• Provide regular updates on outreach results and advisor feedback

Associate Relationship Manager