Account Solution Manager

Posted 22 Days Ago
Be an Early Applicant
Salt Lake City, UT, USA
In-Office
Mid level
Legal Tech • Software
Filevine is a top-rated cloud-based case management solution for small and midsize legal firms and legal professionals.
The Role
Manage post-sale experience for ~300 customers: drive adoption from contract through renewal, solve technical issues, coordinate internal teams and partners, analyze usage data, lead onboarding and renewal processes to maximize retention and revenue.
Summary Generated by Built In
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 [email protected]
 
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.
 

Skills Required

  • 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
  • Ability to be extremely responsive and proactive when interfacing with customers
  • Resilient and adaptable to changes typical in a startup environment
  • Mature ability to handle challenging conversations with customers
  • Bias towards action in pursuit of achieving goals

Filevine Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Filevine and has not been reviewed or approved by Filevine.

  • Healthcare Strength Health coverage is described as covering the major bases (medical, dental, vision) and is often framed as decent quality. In some cases, premiums and copays are portrayed as relatively favorable, suggesting tangible value from the plans.
  • Parental & Family Support Paid parental leave is positioned as a standard, clearly offered benefit. The presence of parental leave alongside disability coverage signals baseline family-support provisions typical of growth-stage tech employers.
  • Fair & Transparent Compensation Compensation is sometimes framed as fair or reasonable relative to role expectations, with technical roles in particular appearing closer to market-aligned ranges. This creates pockets where pay is perceived as competitive even if not consistently top-of-market across the company.

Filevine Insights

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The Company
HQ: Sugar House, UT
450 Employees
Year Founded: 2015

What We Do

Filevine is case management software built for and inspired by real attorneys. As a fully-featured suite of tools, it comes ready to manage every part of a moving case. Assign tasks, upload files or images, monitor staff productivity, and communicate with your client directly from within their case file. Our software is built on the truth that every law firm functions differently. That’s why Filevine is so customizable. Build new case-type templates, design automatic workflows, and receive customized reports on a schedule that fits your needs. Accessing your information is never a problem, because Filevine is hosted on The Cloud. To ensure security, your law firm’s data is protected through state-of-the-art encryption on redundant servers. All you need to get started is an internet connection and your favorite web browser. Learn more at filevine.com.

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