About Casepoint:

Casepoint is the legal technology platform of choice for corporations, government agencies, and law firms to meet their complex eDiscovery, investigations, and compliance needs. Powered by AI and advanced analytics, Casepoint helps teams cut through large volumes of data to quickly identify insightful and actionable information. Casepoint’s secure cloud-based platform is designed to help organizations take control of their data and processes to maximize efficiency, mitigate risk, and lower overall legal spend. Casepoint’s easy-to-use and intuitive interface provides an end-to-end user experience, from legal hold to production and everything in between. 

At Casepoint, we believe it’s not just work; it’s a journey. Our culture is built upon trust, kindness, empowerment, and self-improvement in a diverse environment. Our leaders are a group of visionaries whose philosophy is rooted in transparency and support. We thrive, lead, and innovate together as One Team. 

Job Description:

Casepoint is seeking a talented and passionate Account Manager (AM) to deliver successful client outcomes and support organic growth opportunities within an account or across multiple Commercial client accounts. You will draw on your customer-facing skills, sales acumen and enterprise systems implementation and support expertise to help customers successfully adopt Casepoint products, ensure service delivery, including any deliverables, meet contractual and client business objectives, and foster a relationship that generates further business. As an AM, you will play a fundamental role in achieving ambitious revenue growth objectives.

The AM will manage the successful delivery of Professional Services engagements to drive customer adoption of Casepoint and work to uncover new business opportunities. As an AM, you will regularly engage with diverse stakeholder groups, including executives of large enterprises and a cross-functional and geographically dispersed team. 

A successful AM will utilize client relationship management skills and enterprise systems operational experience to communicate effectively at all levels of the organization. The AM will deploy a proactive, holistic, and deliberate approach to client services that leverages technology, data, and visibility into clients’ activities, so the clients continue to realize value from products over their lifetime as a client. 

This role will report to the Vice President, Account Management.

Key Responsibilities:

  • Serve as the day-to-day point of contact for Commercial client concerns and needs
  • Serve as Account Lead working in collaboration with the Vice President, Account Management and the Casepoint Client Services (Operations) team to support and help manage client accounts from onboarding, adoption, service delivery, value realization, account growth, and retention
  • Success in this role will be determined by your ability to successfully onboard clients and oversee smooth service delivery, meet or exceed organic growth revenue targets, and meet account retention and growth goals
  • Collaborate closely with Casepoint team members across departments in order to actively: 
    • Support Commercial sales opportunity capture activities;
    • Ensure smooth client onboarding, solution, and service delivery post-contract award;
    • Achieve/exceed account growth targets; 
    • Maintain contract compliance; and 
    • Meet account retention goals 
  • Actively provide insights on client accounts (account data points, business/technical/service insights, etc.) to support account reviews 
  • Develop strategic relationships with stakeholders to understand a client’s business, goals, and develop and execute the account plan 
  • Advocate for customer needs to overcome adoption blockers and drive new feature development
  • Lead quarterly business reviews and executive sessions to better understand the business and technical needs of the client
  • Develop best practices and assets for account management
  • Develop and execute growth strategies on existing accounts
  • Develop and manage project schedule/plans, risk management plans, and communication plans, as well as provide budget management for Casepoint projects or matters in conjunction with the project manager and/or Casepoint leadership
  • Develop a thorough understanding of Casepoint’s products and service offerings to upsell and cross-sell to clients
  • Advise clients on maximizing efficiencies through the product
  • Complete all invoicing procedures
  • Provide proper and consistent communication for the client relationship
  • Ensure exemplary client service and communication management of all assigned clients; proactively promote client service throughout the organization and among teams; respond to peer requests when that request serves a client’s need
  • Other duties as assigned by your manager

Requirements:

  • Minimum 8 years of eDiscovery experience
  • Minimum 5 years of experience in customer success, project management, or account management within a corporate setting with demonstrated enterprise systems implementation and support acumen
  • Proven sales success in the technology market 
  • Strong project management training and experience in deploying projects and technology products
  • Excellent verbal presentation skills and written communication skills
  • Experience supporting enterprise SaaS
  • Experience in product/solutions architecture
  • Experience working directly with clients to achieve results
  • B.A. and/or M.S. or equivalent experience

Compensation & Culture:

  • Competitive salary commensurate with experience and education with a bonus structure
  • Tremendous potential for growth within the company
  • Phenomenal company culture centered around values of:
    • Passion
    • Innovation
    • Empowerment
    • Growth
    • Collaboration
    • Empathy
    • Integrity
    • Kindness
  • Medical, Dental, and Vision Health Plans
  • 401K plan with a matching program
  • Fitness reimbursement
  • Flexible and remote work environments
  • Generous paid time off

Location:

Flexible, Remote

To apply please complete the Casepoint Employee Application and submit your resume AND application to talent@casepoint.com with the subject line indicating the position for which you are applying.

Employment Application

Casepoint provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.