Account Manager - Legal

Are you a service-minded account management professional eager to drive client satisfaction and brand loyalty?

As an ideal candidate, you will play a critical role in managing client relationships, ensuring client satisfaction, and overseeing the financial aspects of client accounts.

This role requires a firm grasp of business expansion in a legal or services firm, and a consulting mentality that will allow you to tackle obstacles and communicate professionally.

You will have the ability to interact with individuals out in the field and in the boardroom adjusting your approach to each situation.

You will thrive in a dynamic, small office environment in downtown Houston, where you will be able to work a hybrid schedule (one day remote per week) following the completion of a successful 90-day onboarding process.

Key Responsibilities

Client Relationship Management

• Serve as a point of contact for assigned clients, building and maintaining strong, long-term relationships
• Understand client needs, goals, and expectations, and ensure that they align with Oliva Gibbs’ service offerings
• Ensure high levels of client satisfaction by addressing concerns with timely responses
• Facilitate the onboarding process and collaborate with team members to ensure a seamless transition from sales to service delivery

Business Development

• Identify, pursue, and close client expansion opportunities across business areas and service lines
• Assist in the preparation of proposals, presentations, and pitches for new business opportunities

Financial Management

• Work with the billing manager and firm administrator to oversee the financial aspects of assigned client accounts including proper invoicing, billing, and collections
• Monitor account performance, track time entries, and ensure that billable hours and expenses are accurately recorded and reported
• Work collaboratively with finance and the assigned partner to resolve any billing issues or discrepancies

Reporting & Analysis

• Prepare regular reports for clients on account status
• Provide clients with insights and recommendations based on legal developments and industry trends
• Conduct periodic reviews with clients to discuss account performance and potential growth opportunities

Position Requirements :

• Bachelor’s degree in Business Administration, Finance, Accounting, or a related field
• 4+ years of experience as an Account Manager within the legal or professional services industry with a focus on Oil and Gas
• Sales experience in the legal industry, oilfield services or professional services is preferred
• Experience with a CRM
• Excellent interpersonal communication skills
• Strong organizational skills, proven ability to multi-task, prioritize, analyze, organize, attend to detail, and follow through
• Ability to be coached by others
• Commitment to excellent client service
• Must be based in Houston and willing to travel up to 30%

Software Application Experience :

• Experience with HubSpot is preferred
• Proficiency in MS Office suite applications, specifically MS Excel

What We Bring

• Excellent benefits including healthcare (health, dental, vision and more) and additional insurance options, flex holidays and 401K match program
• Market base salary + origination bonus
• A commitment to employee satisfaction and a culture that values our employees lives inside and outside of the office with options for a hybrid work environment and a progressive PTO policy
2 days ago