Account Manager (32287)

Summary

Clay Consulting, LLC is seeking an Account Manager to join ABI Document Support Services, the largest nationwide provider of records retrieval and document management for the legal and insurance industries. The role involves fostering and growing relationships with clients, primarily within law firms and insurance-related organizations, and identifying opportunities for additional business.

Responsibilities

• Build, manage, and strengthen relationships with existing client accounts
• Serve as a trusted advisor by understanding client needs and aligning ABI solutions accordingly
• Identify and pursue opportunities to expand services within current accounts
• Confidently and appropriately ask for additional business once relationships are established
• Conduct client meetings, trainings, and product demonstrations (including onboarding clients to ABI systems)
• Perform regular account reviews and provide strategic recommendations for growth
• Engage in outbound outreach to existing clients and targeted prospective firms
• Maintain accurate records of activity, pipeline, and opportunities in Salesforce or CRM system
• Ensure client engagement, satisfaction, and adoption of ABI platforms

Skills

• 2–5 years of experience in account management, customer success, business development, or relationship management
• Strong relationship-building, communication, and presentation skills
• Ability to influence and grow business through consultative conversations
• Comfort with asking for additional business in a professional and value-driven manner
• Experience managing multiple accounts and driving account growth
• Self-motivated, organized, and results-oriented
• Proficiency with Salesforce or similar CRM tools preferred
• Candidates with 5–10 years of experience from adjacent industries are also encouraged to apply

Qualifications

Must Haves

• 2–5 years of experience in account management, customer success, business development, or relationship management
• Strong relationship-building, communication, and presentation skills
• Ability to influence and grow business through consultative conversations
• Comfort with asking for additional business in a professional and value-driven manner
• Experience managing multiple accounts and driving account growth
• Self-motivated, organized, and results-oriented

Nice to Haves

• Proficiency with Salesforce or similar CRM tools preferred
• Candidates with 5–10 years of experience from adjacent industries are also encouraged to apply

Benefits

• Competitive benefits (medical, vision, dental)
• Paid time off
• 401k