Note: The job is a remote job and is open to candidates in USA. ABI Document Support Services provides records retrieval, subpoena services, and document management solutions for the legal and insurance industries. The Account Manager will manage and grow existing client relationships, identify expansion opportunities, conduct client meetings and trainings, and drive adoption of ABI platforms across a Midwestern territory.
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
- Meeting or exceeding referral and revenue growth goals
- Consistent client engagement through calls, meetings, and trainings
- Expansion of services within assigned accounts
- Onboarding new firms and increasing platform adoption
Skills
- Have you worked in Sales/ Account Management in Record Retrieval, Legal Services, Office Products, or Home Health/ Hospice?
- This is a remote position with about 50% of travel out in the field, which will mainly include Illinois, Michigan, and Ohio
- 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
Benefits
- Remote position
- Opportunity to earn up to 20% of base salary through account growth and achievement of key metrics
- Medical, vision, and dental benefits
- Paid time off
- 401k
Company Overview