Note: The job is a remote job and is open to candidates in USA. Clay Consulting, LLC is seeking an Account Manager for ABI Document Support Services, a leading provider in records retrieval and document management for the legal and insurance industries. The role focuses on fostering and growing relationships with clients, primarily within law firms and insurance-related organizations, while identifying opportunities for additional business and ensuring client satisfaction.
Responsibilities
- Build, manage, and strengthen relationships with existing client accounts
- Serve as a trusted advisor by understanding client needs and aligning ABI solutions accordingly
- Identify and pursue opportunities to expand services within current accounts
- Confidently and appropriately ask for additional business once relationships are established
- Conduct client meetings, trainings, and product demonstrations (including onboarding clients to ABI systems)
- Perform regular account reviews and provide strategic recommendations for growth
- Engage in outbound outreach to existing clients and targeted prospective firms
- Maintain accurate records of activity, pipeline, and opportunities in Salesforce or CRM system
- Ensure client engagement, satisfaction, and adoption of ABI platforms
Skills
- 2–5 years of experience in account management, customer success, business development, or relationship management
- Strong relationship-building, communication, and presentation skills
- Ability to influence and grow business through consultative conversations
- Comfort with asking for additional business in a professional and value-driven manner
- Experience managing multiple accounts and driving account growth
- Self-motivated, organized, and results-oriented
- Proficiency with Salesforce or similar CRM tools preferred
- Candidates with 5–10 years of experience from adjacent industries are also encouraged to apply
Benefits
- Competitive benefits (medical, vision, dental)
- Paid time off
- 401k
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