Account Solution Manager

@ Filevine

Account Solution Manager

Posted 20 months ago

This job is still taking applications, but it's been up a while.

About the job

Filevine is a Legal AI company offering Legal Operating Intelligence. The role focuses on managing customer success, driving product adoption, and ensuring contract renewals to maximize value and retention.

Requirements

Expert written and verbal communication skills
3-5 years in customer-facing roles
Experience managing a book of business
Proactive and responsive customer interaction
Ability to handle challenging conversations

Qualifications

Experience in account management or customer success
B2B sales or implementation experience preferred
Resilient and adaptable in startup environment
Strong problem-solving skills
Customer-focused mindset

Full job description

Filevine is a Legal AI company delivering Legal Operating Intelligence for the future of legal work. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform—where modern legal work happens with clarity and consistency.

Powered by LOIS, the Legal Operating Intelligence System, Filevine connects context across every matter to transform legal operations from reactive to proactive. LOIS reads, understands, and reasons across your data to surface insight, automate complexity, and give professionals the clarity and confidence to see more, know more, and do more. Fueled by a team of exceptional collaborators and innovators, Filevine’s rapid growth has earned AI awards and recognition from Deloitte and Inc. as one of the most innovative and fastest-growing technology companies in the country.

Department

Delivery is responsible for owning the customer experience post sale. Their responsibilities include acting as a liaison between the customer and our implementation partners during the customer’s implementation, encouraging daily use of their product portfolio, and year round handling of the customer’s contract including a successful contract renewal. This ownership also includes coordinating with accounts receivable, customer support, expert teams, and sales to accelerate product adoption and maximize the value the customer receives from Filevine.

Job Summary

The Account Solution Manager (ASM) owns every aspect of the post-sale experience for a portfolio of approximately 300 customers, operating as a highly resilient, strategic, and adaptable problem solver dedicated to account retention. Serving as the primary operational and relationship anchor for clients, the ASM develops a deep working knowledge of the Filevine platform to optimize product adoption, maximize renewals, and swiftly resolve complex issues. This role requires an exceptional strategist and negotiator capable of orchestrating cross-divisional initiatives, de-escalating high stakes situations, and managing solutioning teams to deliver tailored support. ASMs maintain a meticulously organized book of business, balancing competing deadlines with detailed documentation, while collaborating across support, billing, and leadership teams to mitigate churn risk, formulate creative save strategies, and secure long term customer retention.

Responsibilities

Drive solutions for customers from contract through renewal to allow for optimal usage of Filevine.
Become an expert in the Filevine suite of products and be able to solve technical issues for your customers.
Network internally to optimize alternative departments strengths to solve large scale issues for your customers
Analyze customer usage data, develop recommendations, and train teams to spur optimal usage of Filevine products.
Manage implementation process in conjunction with external stakeholders and customers to ensure smooth onboarding and a robust post-onboarding experience for customers
Manage the contract renewal process for customers within your assigned book of business and partner with various internal departments to ensure maximum revenue retention
Hold critical conversations with customers addressing what their needs are from Filevine, and what Filevine’s needs are from them according to the contractIdentifying fiscally responsible resolutions for customer’s needs
Develop deep working relationships with customers and work with various stakeholders including Expert Teams and Sales to minimize credits and churn and ensure efficient invoice collection.
Work closely with third-party implementation partners to ensure smooth onboarding and a robust post-onboarding experience for customers

Qualifications

Demonstrates expert written and verbal communication skills
3-5 years of experience in an Account Manager, Customer Success, Account Executive, or other customer-facing role
Experience managing or maintaining a book of business
B2B sales, account management or implementations experience preferred
Ability to be extremely responsive and proactive when interfacing with customers
Resilient and adaptable to changes that are natural in a startup environment
Mature ability to handle challenging conversations with customers
Biased towards action in your pursuit of achieving goals

Filevine is an Equal Opportunity Employer. Qualifications for employment, promotion and other terms and conditions of employment are based upon the ability to perform the job. Equal-employment opportunities are provided to all applicants and employees without regard to race, creed, religion, color, age, national origin, sex, disability, veteran status, or other legally protected class. Filevine is committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or accommodation due to disability, or if you have concerns related to Filevine’s equal employment opportunities, you may contact us at legal@filevine.com

Cool Company Benefits:

- A dynamic, rapidly growing company, focused on helping organizations thrive

- Medical, Dental, & Vision Insurance (for full-time employees)

- Competitive & Fair Pay

- Maternity & paternity leave (for full-time employees)

- Short & long-term disability

- Opportunity to learn from a dedicated leadership team

- Top-of-the-line company swag

Privacy Policy Notice

Filevine will handle your personal information according to what’s outlined in our Privacy Policy.

Communication about this opportunity, or any open role at Filevine, will only come from representatives with email addresses using "filevine.com". Other addresses reaching out are not affiliated with Filevine and should not be responded to.

Show full description

Similar jobs

See all Account Solution Manager jobs