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
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
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
Build trusted relationships with key stakeholders including practice group leaders, securities partners, KM directors, librarians, deans, faculty, and firm administrators
Maintain accurate pipeline, renewal forecasts, and account activity within Salesforce