Account Manager, Clio

The role

You will engage newly launched legal clients who use Clio, helping them activate and get value from the Scorpion–Clio integration. You will run proactive outreach by phone and email and help build the engagement playbook for this client segment.

What you will do

• Activate and drive adoption of the Scorpion–Clio integration with newly launched clients
• Develop proactive outreach strategies to increase client engagement
• Conduct phone, email and other outreach, including re-engagement of low-interaction clients
• Identify growth and expansion opportunities using client conversations and integration data
• Use data to review engagement, spot trends and prioritize outreach
• Build and improve call scripts, email messaging, outreach cadences and workflows
• Test different engagement approaches and use results to refine strategy
• Collaborate with internal teams on the Clio partnership, client experience and sales
• Possibly take part in partnership discussions and quarterly business reviews with Clio

Required qualifications

• Bachelor's degree in Marketing, Advertising, Business, Communications or a related field, or equivalent practical experience
• 2+ years in a client-facing role such as customer success, sales, business development, account coordination or a related function
• Experience conducting proactive client outreach by phone and email
• Experience working cross-functionally with multiple teams or stakeholders
• Strong verbal and written communication skills
• Strong relationship-building skills
• Ability to use data and client insights to identify trends and opportunities
• Strong problem-solving skills and willingness to test new approaches
• Ability to work independently and create structure in a developing function
• Strong organizational skills and follow-through across a large client population
• Adaptability in an evolving environment
• Ability to collaborate across teams and with external partners

Nice to have

• Experience in the legal industry, SaaS, digital marketing or technology integrations

Benefits

• Medical, dental and vision insurance
• Flexible paid time off
• Paid parental leave
• Paid cell phone and service
• Remote office allowance
• Professional development and development courses
• Regular manager check-ins through Lattice

Before you apply

• Scorpion participates in E-Verify to confirm employment authorization of all newly hired employees

About the company

Scorpion is a technology-led service that helps local businesses with marketing, reviews, advertising, scheduling and more, combining AI support with local human expertise. It is an equal opportunity employer.