Account Manager, Clio

Responsibilities

The Account Manager will drive client activation and adoption of the Scorpion–Clio integration through proactive outreach and strategic engagement. They will also build and refine outreach playbooks while collaborating with internal teams to ensure a seamless client experience.

Requirements

Candidates must have at least 2 years of experience in a client-facing role such as customer success or sales, along with a bachelor's degree or equivalent practical experience. Strong communication, organizational, and data-driven problem-solving skills are essential for success in this evolving role.

Skills

• Account management
• Client engagement
• Proactive outreach
• Sales
• Customer success
• Data analysis
• Problem-solving
• Communication
• Relationship-building
• Organizational skills
• Strategic planning
• Cross-functional collaboration
• SaaS
• Digital marketing
• Technology integration

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Flexible paid time off
• Paid parental leave
• Paid cell phone and service
• Remote office allowance
• Professional development

About this role

About Us
Scorpion is the leading provider of technology and services helping local businesses thrive. We do this by helping customers understand local market dynamics, make the most of their marketing, and deliver experiences their customers will love. We offer tools to know what’s going on with marketing, competitors, and customers. We offer a unique blend of AI support and teams of real human people with local expertise committed to customer success. At Scorpion, we are ready to do whatever it takes to help our clients reach their goals. Our technology and personalized tools bring everything together to help local businesses easily understand their unique business, market, and customer needs. We put SEO, Reviews, Advertising, Email Marketing, Chat and Messaging, Social Media, Website, Lead Management, Appointment Scheduling, and more to work for local businesses. We’re a technology-led service with a human touch.
About the Role
Scorpion is looking for a proactive, client-focused Account Manager to support a growing segment of legal clients generated through our partnership with Clio. This is a unique opportunity to help build a new client engagement function from the ground up. You’ll work directly with Scorpion hosting clients who use Clio as their primary case-management platform, helping them activate and get value from the Scorpion–Clio integration, increasing engagement, and identifying opportunities to expand their relationship with Scorpion over time.

Because this is a developing function, you won’t simply step into an established playbook. You’ll help create it. From developing outreach strategies and call scripts to testing new approaches and identifying what drives client engagement, you’ll have the opportunity to influence how Scorpion supports and grows this client segment.

This role is a strong fit for someone who enjoys working with clients, is comfortable with proactive outreach, has an interest in sales and growth, and is energized by building new processes and finding better ways to engage customers.
What your success will look like
Drive Client Activation and Adoption Engage newly launched clients to ensure they successfully activate and utilize the Scorpion–Clio integration, identifying and addressing barriers to adoption.
Increase Client Engagement Develop proactive outreach strategies that encourage clients to engage with Scorpion and take advantage of the resources and capabilities available to them.
Conduct Proactive Client Outreach Connect with clients through phone, email, and other outreach methods. This may include cold or re-engagement outreach to clients who have had limited interaction with Scorpion.
Identify Growth Opportunities Use client conversations and available integration data to identify needs and potential opportunities for clients to expand their relationship with Scorpion.
Use Data to Inform Outreach Review available integration and client data to understand engagement, identify trends or opportunities, and prioritize client outreach.
Build the Playbook Help develop and continuously improve call scripts, email messaging, outreach cadences, engagement strategies, and workflows for this growing client segment.
Test and Learn Experiment with different approaches to client engagement, evaluate what works, and use those insights to improve the team's strategy and processes.
Collaborate Across Teams Partner with internal teams supporting the Clio partnership, client experience, sales, and other areas of Scorpion to help create a seamless client experience.
Support the Clio Partnership As the role develops, there may be opportunities to participate in partnership discussions and quarterly business reviews with Clio and contribute insights about client engagement, adoption, and growth opportunities.
Who you are and what you bring
Education
Bachelor's degree in Marketing, Advertising, Business, Communications, or a related field—or equivalent practical experience.
Experience
2+ years of experience in a client-facing role such as customer success, sales, business development, account coordination, or a related function.
Experience conducting proactive client outreach by phone and email.
Experience working cross-functionally with multiple teams or stakeholders.
Experience in the legal industry, SaaS, digital marketing, or technology integrations is a plus but not required.
Skills
Strong verbal and written communication skills.
Strong relationship-building skills and an interest in client engagement, customer growth, and sales.
Ability to use data and client insights to identify trends, priorities, and growth opportunities.
Strong problem-solving skills with a willingness to test new approaches and refine strategies based on results.
Ability to work independently and create structure in a developing function with limited established processes.
Strong organizational skills and follow-through when managing outreach across a large client population.
Adaptability and comfort working in an evolving environment where processes and priorities may change.
Ability to collaborate effectively across teams and with external partners.
Eagerness to learn new platforms, tools, and technologies.
Travel
The role requires 10% travel within the United States and Canada
Our Scorpion Values
Winning Mindset: When our clients win, we win.
Genuine Care: We only succeed when we are truly invested in our clients and each other.
Unmatched Results: We deliver more than expected–and then some–driving the best results and impacting lives.
Constant Improvement: We believe there is always a better way. We learn we ask “What if?” we build and then do it again.
Unbeatable Teamwork: We come from different backgrounds but have the same vision. We only get there by doing it together, as a team.
Compensation
We acknowledge that states have passed legislation promoting pay transparency. As a national employer, Scorpion has made the decision to post our expected pay rate or pay range (as ...

About Scorpion Enterprises, LLC

2-10 employees · headquartered in PRESCOTT VALLEY, Arizona