Spellbook

Account Manager

• Source and engage new partnership prospects in the Channel Partnerships function
• Drive partner-sourced opportunities, deal registrations and pipeline growth with Channel Partners
• Educate and train partners on Spellbook’s offerings, value proposition and strategic vision
• Collaborate on co-marketing initiatives and events to increase visibility and demand generation
• Collaborate closely with Account Executives and Channel Partners on registered deals
• Support onboarding and activation of new channel partners
• Act as a trusted advisor for each partner’s customers, providing insights on the legal industry’s trends and best practices
• Do whatever is needed for partners to succeed, serving as their advocate inside Spellbook
• Report regularly on partnership progress, pipeline metrics, and partner outcomes to leadership
• Collaborate cross-functionally with sales, marketing, customer success, and product teams to align partnerships with GTM priorities
• Maintain accurate and clean pipeline, partner health, and CRM documentation in HubSpot

Partnership Account Manager

Revenue Operations

• Own end-to-end funnel metrics: lead to SQL to opportunity to close
• Build and maintain accurate forecasting and pipeline health reporting
• Identify bottlenecks in conversion, velocity, and deal quality
• Partner with Sales leadership to define targets and monitor performance
• Design and continuously improve CRM architecture
• Implement workflows and automation to reduce rep admin and increase selling time
• Build dashboards that answer: “Where is revenue breaking and why?”

Revenue Operations Manager, Sales

Customer Success Manager

• Lead, coach, and support a growing team of Mid-Market CSMs across onboarding, adoption, and renewals
• Hold weekly 1:1s focused on performance, account strategy, skill development, and career growth
• Run bi-weekly call coaching sessions, emphasizing discovery, stakeholder management, value-based conversations, and renewal readiness
• Join customer calls when needed to support escalations and model strong customer conversations
• Foster a human-first, low-ego culture built on trust, accountability, and continuous improvement
• Drive strong portfolio outcomes across your team’s book
• Oversee renewals end-to-end, ensuring proactive renewal motions and accurate forecasting
• Help CSMs identify risk early, manage difficult renewals, and navigate complex customer situations
• Escalate renewal risks and systemic challenges to the Director of CS with clear context and recommendations
• Partner closely with the Director of CS to design, implement, and refine:
• Onboarding frameworks and ramp milestones
• Adoption and account health playbooks
• Renewal and forecasting workflows
• Escalation paths and internal operating cadence
• Ensure CSMs have the tools, clarity, and resources needed to deliver consistently as the team scales
• Lead significant hiring efforts as the team grows, including interviewing and selection
• Build and continuously improve onboarding and ramp plans so new CSMs reach productivity quickly
• Provide hands-on support to new hires during the ramp-up to set a strong foundation
• Monitor account health and adoption signals across the team’s portfolio
• Operate with a high bar for clear, consistent communication in a distributed environment
• Collaborate closely with Account Management, Sales, Product, and Support to deliver a seamless customer experience

Partnership Account Manager

Revenue Operations Manager, Sales

Manager, Mid-Market Customer Success