Legal Field Client Manager

Job Description

About our Team

Intelligize is the leading provider of analytical tools for SEC compliance (external reporting) and transactional (IPOs, M&A) professionals. Intelligize offers a web-based research platform that ensures law firms, accounting firms, corporations, and other organizations stay compliant with the external reporting regulations, build stronger deals and agreements, and deliver value to their shareholders and clients. Headquartered in New York City, Intelligize serves Fortune 500 companies, including Starbucks, IBM, Microsoft, Verizon and Walmart, as well as many of the top global law and accounting firms.

About the Role

As an Intelligize Legal Field Client Manager, you will own a defined portfolio of AMLAW (Large Law), Small Law, and Academic accounts. You are responsible for driving product adoption, expanding subscription value, strengthening client relationships, and managing renewals for your assigned accounts. This is a relationship-driven, consultative role focused on ensuring clients fully leverage their Intelligize subscription to support SEC compliance, transactional drafting, research efficiency, and classroom instruction. You will act as the primary point of contact for your accounts and will be responsible for positioning Intelligize as a mission-critical workflow solution across corporate, securities, capital markets, M&A, governance, and academic research functions.

Responsibilities:

Account Ownership & Renewals

• Own and manage all renewal activity for assigned AMLAW, Small Law, and Academic accounts

• Execute proactive account plans designed to secure renewals, mitigate risk, and drive long-term retention

• Lead renewal conversations, pricing discussions, and contract negotiations in coordination with internal stakeholders

• Identify expansion opportunities including additional seats, practice group adoption, and cross-campus deployment

Product Adoption & Engagement

• Increase platform usage and engagement across assigned accounts through proactive outreach and strategic touchpoints

• Develop adoption plans tailored to practice areas such as corporate, securities, capital markets, M&A, and governance

• Deliver customized training sessions, workshops, and webinars to drive deeper platform utilization

• Monitor account health metrics and usage trends to identify both risk and opportunity

Educational Support

• Develop and promote programs that highlight SEC trends, transactional market insights, and drafting best practices using Intelligize

• Conduct on-site and virtual presentations for attorneys, knowledge management teams, and academic faculty

• Support academic accounts with classroom demonstrations and research instruction

• Partner with marketing and product teams to align educational content with current regulatory and transactional trends

Relationship Management

• Build trusted relationships with key stakeholders including practice group leaders, securities partners, KM directors, librarians, deans, faculty, and firm administrators

• Navigate complex law firm structures and academic institutions to expand influence and increase subscription value

• Serve as a strategic advisor to clients on leveraging market data and precedent analytics to support client work

Sales Excellence & Operational Discipline

• Maintain accurate pipeline, renewal forecasts, and account activity within Salesforce

• Leverage sales enablement tools (e.g., Gong, Seismic, Outreach) to drive engagement strategy

• Provide structured client feedback to Product and Leadership teams to inform roadmap and market positioning

• Collaborate cross-functionally with Sales, Product, Marketing, and Customer Success teams to maximize client lifetime value

Qualifications:

• Bachelor’s degree required; JD preferred

• Significant experience in B2B SaaS, legal technology, or professional services sales

• Demonstrated success managing renewals and expanding complex accounts, particularly within AMLAW or professional services environments

• Strong executive presence with the ability to present to partners, faculty, C-suite stakeholders, and knowledge leaders

• Experience conducting client trainings or CLE programs preferred

• Proven ability to negotiate contracts and close renewals in a consultative, relationship-driven environment

• Proficiency in Salesforce and sales enablement platforms (e.g., Gong, Seismic, Out