About Casepoint:
Casepoint is the trusted data discovery platform for large corporations and government agencies. Our mission is to transform data into actionable intelligence and responsive insights. Leveraging the power of AI and advanced analytics, our end-to-end eDiscovery platform empowers teams to seamlessly collect, preserve, and discover vast amounts of data from diverse sources.
With Casepoint, organizations identify crucial information to address their complex data-responsive needs— from litigation, investigations, regulation, and compliance to Congressional inquiries or Freedom of Information Act (FOIA) requests. Our platform offers an intuitive user experience designed with unmatched security, enabling enterprises to manage their data confidently, enhance efficiency, meet reporting obligations, and mitigate risks. From legal hold and data preservation to cloud collections and eDiscovery, Casepoint streamlines data-responsive workflows.
Our commitment to the customer experience is unwavering. At Casepoint, we’re more than just a software provider, we're a trusted partner—– a team of experts invested in helping customers meet business objectives and achieve successful outcomes for their toughest challenges. From configuring workflows to ongoing support, we are there every step of the way, ensuring a seamless experience and tangible results. Trust, collaboration, and exceptional customer service are the cornerstones of our approach, fostering long-term relationships built on mutual respect and achievement.
Job Description:
Role Overview: An Account Manager (AM) delivers successful customer outcomes, supports organic growth opportunities across multiple Government customer accounts, and helps customers adopt Casepoint products, ensuring service delivery, including any deliverables, meeting contractual and customer business objectives, and fostering a relationship that generates further business. 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 customer relationship management skills and technical credibility to communicate effectively at all levels of the organization. The AM will deploy a proactive, holistic, and deliberate approach to customer services that leverage technology, data, and visibility into customers’ activities, so the customers continue to realize value from products over their lifetime as a Casepoint user.
This role reports to the Director of the Government Business Unit.
Key Responsibilities:
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Lead, manage, and oversee Casepoint’s Department of Defense (DoD) Accounts, taking full ownership and accountability of account growth targets, customer solution delivery, and P&L management. Serve as the day-to-day point of contact for Government concerns and needs and collaborate with the Senior Director of Account Management, Government and the Casepoint Government Technical and Customer Services teams to support and help manage customer accounts from onboarding, adoption, service delivery, value realization, account growth, and retention.
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Collaborate closely with Casepoint team members across departments to actively:
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Support government sales opportunity capture activities;
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Ensure smooth customer onboarding, solution, and service delivery post-contract award;
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Develop strategic account plans;
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Achieve/exceed account growth targets;
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Assist with obtaining project personnel clearances and system
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Authorization to Operate;
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Maintain contract compliance; and
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Reach account retention goals
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Actively provide insights on customer accounts (account data points, business/technical/service insights, etc.) to support account reviews.
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Develop strategic relationships with stakeholders to understand a customer’s business, and goals, and develop and execute the strategic account plan.
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Advocate for customers’ needs to overcome adoption blockers and drive new feature development.
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Lead quarterly customer business reviews and executive sessions to inform on business and technical needs of the customer.
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Develop best practices and assets for account management.
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Coordinate with project managers to ensure project schedules/plans, risk management plans, and communication plans are developed and executed. In conjunction with the project manager and/or Casepoint leadership, provide budget management for Casepoint projects or matters.
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Develop a thorough understanding of Casepoint’s products and service offerings to upsell and cross-sell to customers.
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Complete all invoicing procedures.
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Provide proper and consistent communication for the customer relationship.
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Work across teams to bring innovative solutions to solve customer challenges and quickly resolve issues. Identify and advocate product improvements based on Customers’ needs and industry trends.
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Ensure exemplary customer service and communication management of all assigned customers; proactively promote customer service throughout the organization and among teams; respond to peer requests when that request serves a customer’s need
Candidate Requirements:
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7+ years of professional experience
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5+ years of experience in customer success, project management, or account management with demonstrated enterprise systems implementation and acumen in the federal government contracting space; with a strong preference for eDiscovery, SaaS products, or systems integration
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2+ years of experience working directly with DoD to achieve results
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Strong project management experience in deploying projects and technology products, experience supporting SaaS projects and/or products
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Passion for technology and for helping others to understand and use it
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Excellent verbal presentation skills and written communication skills
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Experience in self-training and developing expertise with new user-based technology
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B.A. and/or M.S. or equivalent experience
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US Citizen and Secret Clearance eligibility required (active Secret Clearance preferred)
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Project Management Professional (PMP) Certification required
Compensation & Culture:
At Casepoint, the employee experience is at the heart of everything we do. We understand that each person's professional journey is unique and deeply intertwined with their personal life. That's why we're committed to providing an environment that supports you both personally and professionally.
We believe that work should be more than just a place you go to earn a paycheck—it should be a place where you can thrive, grow, and find fulfillment. We're dedicated to creating a culture where individuals can pursue their passions, develop their skills, and achieve their goals, all while maintaining a healthy work-life balance.
We value the trust you place in us by choosing to work here, and we don't take that lightly. It's our responsibility to ensure that every aspect of your experience with us is positive and rewarding. From fostering a supportive and inclusive work environment to providing opportunities for professional development and advancement, we're committed to creating the best possible experience for you. Because when you succeed, we all succeed.
Our benefits include:
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Competitive salary commensurate with experience and education
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Comprehensive Medical, Dental, and Vision Health Plans
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FSA and company-funded HSA
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401K plan with a matching program
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Monthly cell phone stipend and Health & Wellness benefit
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Flexible and remote work environments
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Generous paid time off
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Tremendous potential for growth within the company
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Company culture centered around values of:
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Passion
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Innovation
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Empowerment
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Growth
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Collaboration
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Empathy
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Integrity
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Kindness
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Location:
Remote/Metro DC
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.
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.