Senior Account Manager

We're looking for an Senior Account Manager to oversee and grow a portfolio of law firm partners, using data, critical thinking, and strong relationship management to drive performance and outcomes. In this role, you will own partner relationships end-to-end-from onboarding and performance management to identifying opportunities for growth and operational improvement. You'll leverage data to diagnose issues, hold partners accountable, and collaborate cross-functionally to ensure strong case flow, client experience, and business results. This role is ideal for someone analytical, proactive, and comfortable operating in a fast-paced, evolving environment. Candidates MUST have experience using data (excel, pivot tables, spotting trends) and comfortable with ambiguity

Manage a portfolio of law firm partners, developing a deep understanding of their performance, operations, and alignment with company's model

Analyze key metrics (e.g., conversion rates, drop rates, case flow, attorney fees) to identify trends, diagnose issues, and drive performance improvements

Proactively identify risks or inefficiencies and address them before they escalate

Lead onboarding of new partners, clearly communicating company's underwriting model, expectations, and processes

Evaluate potential new partners, assessing fit based on performance, operations, and client outcomes

Serve as a primary point of contact for partners, building strong, collaborative relationships while maintaining accountability to performance standards

Hold partners accountable through direct, data-driven conversations, including addressing underperformance and driving corrective action

Collaborate cross-functionally with intake, operations, legal, and business development teams to ensure smooth case flow and accurate reporting

Monitor case progress and partner decision-making to minimize operational and legal risk

Identify and implement process improvements to enhance efficiency, scalability, and outcomes

Take full ownership of your portfolio, making sound decisions independently and escalating when appropriate

Bachelor's degree required

7+ years of experience in account management, client success, partnerships, or similar roles

Experience managing performance metrics and driving outcomes through data

Experience working cross-functionally in a fast-paced, growth-focused environment

Strong written and verbal communication skills

Ability to prioritize effectively and execute with speed

Preferred (Nice to Have):

Experience in legal, personal injury, or professional services environments

Experience in high-growth or high-volume organizations

Familiarity with underwriting models or referral-based business structures

Comfort building processes in evolving or startup-like environments

Benefits include: Medical, dental, and vision insurance, 401(k) with 4% company match, HSA, life insurance, disability coverage, paid time off (17 days to start), and parental leave.

Eligible for performance- based bonus (approx $15-20K annually, paid out quarterly)

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