Account Manager, Clio

The role

You will help legal clients who use Clio as their case-management platform get value from the Scorpion–Clio integration. You will do proactive outreach by phone and email, find growth opportunities, and help build the outreach playbook for this new client segment.

What you will do

• Engage newly launched clients so they activate and use the Scorpion–Clio integration.
• Develop proactive outreach strategies that get clients to use Scorpion's resources.
• Contact clients by phone, email and other methods, including re-engagement outreach.
• Use client conversations and integration data to find expansion opportunities.
• Review engagement data to find trends and prioritize outreach.
• Help develop and improve call scripts, email messages, outreach cadences and workflows.
• Test different engagement approaches and use the results to improve strategy.
• Work 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.
• At least 2 years of experience in a client-facing role such as customer success, sales, business development, account coordination or a related function.
• Experience with proactive client outreach by phone and email.
• Experience working across multiple teams or stakeholders.
• Strong verbal and written communication skills.
• Strong relationship-building skills.
• Ability to use data and client insights to find trends, priorities and opportunities.
• Strong problem-solving skills and willingness to test and refine 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 with internal teams and external partners.

Nice to have

• Experience in the legal industry, SaaS, digital marketing or technology integrations.
• Eagerness to learn new platforms, tools and technologies.

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 to support performance and career growth.

Before you apply

• Scorpion participates in E-Verify to confirm employment authorization of all newly hired employees.
• Reasonable accommodations are available, as indicated in the posting.

About the company

Scorpion provides technology and services that help local businesses with marketing, customer engagement and growth. It combines AI support with teams of local-expertise staff.