3+ years in SaaS account management or client-facing Intellectual Property legal tech roles
Experience 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 the enterprise sales cycle and legal operations
Based in or willing to commute to the Silicon Valley area with 30%-50% travel
Requirements:
Own a portfolio of existing accounts representing recurring revenue, driving retention and growth
Serve as the primary contact and trusted advisor for senior stakeholders, translating business needs into tailored solutions
Lead quarterly or semi-annual business reviews, renewal strategies, and identify upsell/cross-sell opportunities
Collaborate with Customer Success and Product teams to align solutions to client objectives, coordinate software upgrades, and maintain CRM hygiene with accurate forecasts
Job description
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.
