Client Advisor

Elite is the trusted automation platform for law firm operations across most of the world’s largest and most successful law firms. Elite has guided firms through every technology shift and today delivers the only cloud-native SaaS platform that unifies financial, invoice, time, and data management into a single system of action. With embedded AI, predictive analytics, and integrated payments, Elite’s products enable firms to shorten billing cycles, reduce write-offs, and unlock firm-wide insights, making financial operations the foundation for law firm innovation and growth. Learn more at elite.com.

Position Overview:

The Client Advisor plays a key role in supporting Elite’s global client relationships and ensuring clients realize the full value of Elite’s Legal Tech SaaS solutions. This position partners closely with Global Client Directors and Account Managers to strengthen client engagement, retention, and adoption across a portfolio of assigned accounts.

As a trusted day-to-day advisor, you will own the on-prem renewal lifecycle for your client base, with accountability for renewal outcomes and retention. In parallel, you will help position cloud readiness and migration to 3E Cloud as a core component of the renewal and long-term client strategy. The role requires strong relationship-management skills, a consultative mindset, and the ability to balance renewal execution with forward-looking cloud transformation in a dynamic, fast-paced environment.

Work Arrangement: Remote

Responsibilities:

• Serve as the point of contact for assigned clients, ensuring responsive communication and proactive engagement.
• Build trusted relationships with client stakeholders to understand business priorities and align Elite’s solutions to their objectives.
• Partner with Global Client Directors and Account Managers to support coordinated account strategies across North America and EMEA.
• Own the 3E on-prem renewal base for assigned accounts, with clear accountability for renewal outcomes and retention performance.
• Proactively manage renewal timelines, risks, and execution to ensure renewals are deliberate, well-positioned, and measurable.
• Collaborate with internal stakeholders to prepare for renewal discussions, including pricing, scope, and contract readiness.
• Position cloud readiness and migration to 3E Cloud as an integral part of the renewal strategy, aligned to client needs and maturity.
• Partner with Global Client Directors and Account Managers to transition customers into a cloud migration motion when appropriate.
• Support client education and readiness activities related to cloud adoption, working cross-functionally with Sales, Customer Success, and Product teams.
• Monitor client health, usage, and satisfaction metrics; identify risks and drive mitigation plans in advance of renewals.
• Support onboarding and adoption activities, including coordinating training, documentation, and engagement sessions.
• Help execute client success plans that drive product utilization, satisfaction, retention, and long-term account value.
• Track activities, interactions, renewal milestones, and updates within Salesforce; generate reporting as needed.
• Work closely with Sales, Customer Success, Product, and Marketing to deliver a seamless client experience.
• Analyze client trends and feedback to identify opportunities for account optimization, process improvement, and product enhancements.
• Perform other duties as assigned to support departmental and company objectives.

Qualifications:

• Bachelor's Degree in Business, Communications, or a related field or equivalent experience.
• 6–8 years of experience in client success, account management, or customer advisory within a SaaS or professional services environment.
• Demonstrated experience owning or materially contributing to customer renewals, retention outcomes, and renewal execution.
• Experience partnering with Sales, Account Managers, and senior client-facing roles to support account strategy and commercial outcomes.
• Ability to engage customers in forward-looking conversations about product adoption, modernization, and cloud readiness as part of ongoing account planning.
• Strong customer engagement and relationship-management skills, ideally within legal, financial, or enterprise technology environments.
• Highly organized and detail-oriented, with the ability to manage multiple accounts, renewal timelines, and competing priorities simultaneously.
• Proficiency with Salesforce or similar CRM platforms for tracking account activity, renewals, and client health metrics.
• Strong written and verbal communication skills, with the ability to translate complex concepts into clear, client-facing guidance.
• Ability to travel up 10–25% as business needs require.
• Role requires the following physical capacity: Moderate: 20–50 lbs – frequent lifting, bending, or standing.
• Must be legally authorized to work in United States; Elite does not provide employment sponsorship for this position.

Benefits:

• Competitive Compensation Package
• Comprehensive Healthcare Coverage (Health, Dental, Vision)
• Retirement Savings Plan with an Employer Contribution
• Professional Development Opportunities
• Tuition Reimbursement
• Parental Leave
• Time Off
• Wellness Initiatives
• Employee Assistance Program
• Generous Global Parental Leave
• Calm, free premium subscription
• Employee Discount Program

Please note that we do not offer sponsorship for this position.

Additional Information

At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter.

In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment.

Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma.

As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.

We are not accepting applications submitted through recruiting agencies.