Veritext Canada

Account Manager

• Build client relationships through tactical conversations to understand the law firm’s business objectives and goals.
• Use telephonic and electronic communications (including webinars) to promote client communications
• Provide secondary Veritext connection/relationship to contacts (in addition to primary contact of client service associate)
• Upsell new and appropriate services and solutions to the contacts; understand client value and commensurate services
• Articulate Veritext’s value proposition and differentiators
• Work with Principals, Reporters and other key individuals to secure incremental business (limited face-to-face interaction)
• Trouble shoot issues/needs where appropriate; escalate and communicate with appropriate people; resolve client issues/problems
• Follow/enhance contact protocols/tracks, segment clients into appropriate tracks
• Utilize proprietary software and CRM to manage and log all activity
• Deliver minimum of 1 Continuing legal education (CLE) per quarter