Account Manager, Clio Remote

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.

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.

• 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,…