The Role
Own and grow a portfolio of complex software accounts by driving retention, renewals, customer satisfaction, upsells, and cross-sells. Serve as the primary client advocate and trusted advisor, lead business reviews and roadmap discussions, coordinate software upgrades, develop strategic account plans, maintain CRM accuracy, and collaborate with sales, customer success, product, and professional services teams.
Summary Generated by Built In
We are seeing an experienced and motivated customer facing account manager who would own the customer relationships of complex software accounts. The Account Manager will drive retention and growth of a portfolio of accounts. You will serve as a trusted advisor to senior-level stakeholders, developing deep insights into their business needs to deliver tailored solutions. This role involves crating strategic, long-term plans, managing complex business requirements, and leading cross-functional teams (including sales, marketing, and product) to maximize value and client loyalty.
Requirements
- Own a portfolio of existing accounts representing recurring revenue.
- Develop a deep understanding of client needs, workflows, and goals.
- Maintain and expand long-term relationships with the portfolio of existing customers.
- Drive client satisfaction, retention, loyalty, and references.
- Deliver strategic support; assisting to coordinate Software Upgrades in conjunction with the PSO team, PM and the client.
- Serve as the primary point of contact for client communication and strategic planning; act as the Client Advocate.
- Lead quarterly business reviews (QBRs) or semi-annual business reviews, roadmap discussions, and renewal strategies.
- Collaborate with Customer Success and Product teams to align solutions to client objectives.
- Achieve revenue retention targets.
- Identify and execute upsell opportunities with the account base. Drive cross-sell opportunities.
- Maintain CRM hygiene and forecast account performance accurately.
Experience and Qualifications:
- 3+ years in SaaS account management or client-facing Intellectual Property legal tech roles.
- Knowledge of SalesForce a plus.
- Prior experience working with IP management or docketing software (e.g., Memotech, Anaqua, IP Folio, FoundationIP or equivalent).
- Exceptional client communication, negotiation, and executive presence.
- Strong understanding of enterprise sales cycle and legal operations.
- Based in or willing to commute to the Silicon Valley area.
- 30% - 50% travel expected.
Benefits
Perks & Benefits:
- Health Coverage: Medical, dental, and vision to support your well-being.
- Retirement Savings: 401(K) plan to help you plan for the future.
- Unlimited/Responsible Time Off: Flexible time-off policy.
Why Join Us?
- Work on cutting-edge technologies and lead impactful projects for a global client base across diverse industries.
- Enjoy a competitive salary, comprehensive benefits, and career growth opportunities.
- Benefit from the flexibility of remote work, promoting a better work-life balance.
MaxVal is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Skills Required
- 3+ years of experience in SaaS account management or client-facing intellectual property legal technology roles
- Knowledge of Salesforce
- Experience with IP management or docketing software such as Memotech, Anaqua, IP Folio, FoundationIP, or equivalent
- Exceptional client communication, negotiation, and executive presence
- Strong understanding of the enterprise sales cycle and legal operations
- Based in or willing to commute to the Silicon Valley area
- Willingness to travel 30%–50%
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The Company
What We Do
MaxVal Group, Inc. is an intellectual-property services and software company founded in 2004. It began as an IP services provider and developed technology-enabled internal applications that were later productized for clients. Today, MaxVal offers products and services supporting the full intellectual-property lifecycle, serving more than 650 clients with a workforce of over 730 IP and technology professionals focused on efficiency, innovation, and customer success.
