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Account Manager + Inside Business Development

Broughton Partners Savannah, GA
  • Posted: 13 days ago
  • Full-Time
  • Benefits: Vision, Medical, 401k, Dental

Summary

Account Manager:

  • The Account Manager will assist the sales team throughout each stage of the sales process.

  • At the direction of Sales Leadership, maintain intranet site, sales collateral, Sales Google Drive, Proposal Templates, SalesForce hygiene, etc.

  • Fulfill the role of the designated point of contact for BP’s client law firms flawlessly. In helping the sales team, you will provide any/all resources that are required to help facilitate a sale.

  • AM is responsible for reviewing opportunities for accuracy, working with Sales Leadership and Director on any issues, processing opportunities through stages in a timely fashion while using Docusign to send accurate contracts to the client law firms.

  • In addition to supporting the sales team, you will be responsible for ensuring the firm has a successful experience during their campaign by maintaining real-time and accurate communication with the firms, proactively communicating, and answering their requests.

  • You will liaise with cross-functional BP internal teams (intake, marketing, client services, management, accounting, sales, and technology) through approved protocols and procedures to improve the client’s experience.

  • Success of this position is ultimately measured and defined by: our company’s law firm client retention rate, the overall effectiveness of our sales team, the established Account Manager KPIs and OKRs, and inverse number of careless or preventable client-facing mistakes.

Sales: If all Account Management duties are accomplished as listed above and you are eligible, you will concurrently fill a role of inside sales / Business Development. In the Business Development role @Broughton Partners you will have two phases of the position as defined below. Each phase has different structure, responsibilities, and commission compensation. Your ability to move into Phase 2 is not only determined by your ability to excel in Phase 1 consistency; but conditions in the business and market.



Duties and Responsibilities

Account Management

  • ALL SAME AS Account Manager Position

  • Provide updated resources to sales (retainer, criteria, pricing, etc.)

  • Review opportunities for accuracy, send and track agreements via DocuSign+Salesforce

  • Track accounts receivable and work with sales/management to collect all outstanding payments.

  • Set expectations with the client through our onboarding process

  • Move campaigns into fulfillment and monitor campaigns through the fulfillment process.

  • Provide updated reports to clients as requested

  • Work with intake, marketing, client services, management, accounting, sales and technology to solve any issues that come up during the client’s campaign

Inside Sales Business Development Phase 1

  • Complete BP Sales Training

  • Complete Phone and Email Prospecting Training

  • Achieve and maintain BP product knowledge @expert level

  • Run and Manage Click2Sell email lead gen program (LEAD ACCOUNTS)

  • Work to develop Prospect Accounts with outbound cold calls and emails (LEAD ACCOUNTS or NOT IN SF)

  • Handle all inbound call and webform Law Firm LEADS

  • Input add data into SalesForce and create opportunities and accounts as needed

  • Use Warm Hand-off and schedule web based conference calls

  • Work with Sales Leadership to assign Law Firm LEADS

  • Report and Track proficiency in business development, appointment setting, converting prospect accounts- daily/weekly/monthly

  • Attend 2-3 Conferences based on milestones to be established

  • Observe Monday Meetings, Participate in Wednesday and Friday Sales Standups



Inside Sales Business Development Phase 2

  • Account Management role reduced to set number of accounts and/or sales reps

  • Source new opportunities through outbound cold calls and emails

  • Close new business and involve management when necessary

  • Track sales pipeline via no stages in SalesForce

  • Identify customer needs and present solutions in order to expand new business; involving management as needed.

  • Maintain accurate and complete information in SalesForce

  • Participate in weekly team meetings

  • Maintain relationships with clients by providing support, information, and guidance; researching and recommending new opportunities

Broughton Partners

Why Work Here?

Our company innovates and disrupts the status quo by providing an evolutionary and dynamic case-generation solution.

Broughton Partners is a technology first, innovative legal marketing and case acquisition company. Our mission is to connect law firms with qualified claimants who are seeking legal representation after suffering an injury or injustice. We help increase the growth and revenue of law firms by providing them with the best case generation and legal marketing services possible. Our competitive advantage is based on understanding the legal industry and the value of a law firm’s time by delivering retained plaintiffs and not just leads. The founders of Broughton Partners saw a trend in law firm lead generation companies gaining bad reputations, which led to the idea of case generation and delivering retained plaintiffs to law firms. Today, the company has helped law firms nationwide cost-effectively gain a steady flow of qualified-signed cases. Our company innovates and disrupts the status quo by providing an evolutionary and dynamic case-generation solution built on efficiency, data science, technology, and transparency. Broughton Partners believes in providing results that are measurable so our clients and employees can effectively monitor business objectives. At the core of our business is our duty to help those in need and by connecting plaintiffs looking for help from experienced attorneys, we are simply doing work that we are proud of for the people and law firms that we believe in. Broughton Partners is made up of experienced and professional analysts, designers, developers, directors, marketers, and strategists. Today the company is led by Savannah, Georgia natives and residents Daniel Eichholz, Cason Carter, and Damon Barr. Broughton Partners was co-founded by Daniel Eichholz, a descendant of one of Savannah’s founding families, and draws from a diverse heritage as one of the first settled cities in America, with Broughton Street being the main thoroughfare of the city. We chose Broughton Partners as our name to show our strong affiliation with the city of Savannah. Our company started by helping people in Savannah however we are able to provide quality cases to law firms nationwide.

Address

317 Eisenhower Drive Savannah GA 31406
Savannah, GA
USA

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