Portfolio Jobs

Description

About LegalZoom

LegalZoom is on a mission to help people navigate the legal system with confidence and clarity. As a leader in online legal services for over 25 years, we combine technology, attorney-led solutions, and expertise to protect the aspirations, lives, and legacies of millions of customers. If you’re ready to contribute to a collaborative, diverse, and distributed group of creative thinkers and problem-solvers, we can’t wait to meet you.

​​Where we work
Our Austin, Beaverton, Frisco, Los Angeles Metro, and San Francisco Bay Area offices allow our employees to collaborate with teammates and offer special onsite events, lunches, and more.

The position will be onsite at our Austin office

Overview

The Business Manager – Small Business (Post-Sale) owns a defined portfolio of small business customers and serves as the primary point of contact after purchase.

This role sits at the intersection of account management, customer success, and revenue growth. You will drive retention, ensure customers remain compliant and successful, and identify opportunities to expand each account. Success in this role requires strong relationship management, operational discipline, and a proactive, sales-oriented mindset.

You will

• Own a defined portfolio of small business customers and serve as the primary point of contact post-sale

• Onboard new customers and set clear expectations within 48 hours of assignment

• Build strong relationships through proactive outreach and ongoing engagement

• Conduct recurring business check-ins to assess customer health, satisfaction, and evolving needs

• Monitor account health signals and proactively intervene with at-risk customers

• Execute retention strategies and save plays to reduce churn and protect revenue

• Educate customers on compliance requirements, filings, and key deadlines

• Identify and drive account growth through relevant product and service recommendations

• Balance customer experience with revenue growth to maximize lifetime value

• Partner cross-functionally with internal teams, including DIFM and support, to resolve issues and deliver outcomes

• Provide timely and accurate updates on account status, filings, and open items

• Maintain accurate documentation of customer interactions, actions, and next steps in CRM and related systems

• Follow established playbooks and compliance standards while applying sound judgment

• Operate effectively in a metrics-driven environment with clear KPIs across retention, growth, and engagement

• Participate in team huddles, pod meetings, and coaching sessions, applying feedback to continuously improve

You have

• Strong communication and relationship-building skills with a customer-first mindset

• Ability to manage a high-volume book of business with strong organization, prioritization, and follow-through

• Comfort balancing account management, customer success, and sales responsibilities in a single role

• Experience or aptitude for identifying and closing upsell opportunities

• Ability to assess account health and take proactive, data-informed action

• Comfort working in a performance-driven environment with defined goals and metrics

• A collaborative mindset and the ability to work effectively across teams

• Coachability and a willingness to learn, adapt, and continuously improve

• Ability to quickly learn and apply state-specific and product-specific requirements

The expected OTE range for this role is ($55,000 - $60,000). Actual compensation offered will depend on several factors, including but not limited to: geographic location, work experience, education, skill level, and/or other business and organizational needs. In addition, an annual bonus, incentive bonus, and/or restricted stock units may be provided as part of the compensation package. You will also receive a full range of medical, financial, and other benefits, as seen below.

• Medical, Dental, Vision Insurance

• 401k, With Matching Contributions

• Paid Time Off

• Health Savings Account (HSA)

• Flexible Spending Account (FSA)

• Short-Term/Long-Term Disability Insurance

• Plus other wellness benefits to include:

• Fertility

• Mental Health

• One Medical

Join us in making a difference as we build our future and help ensure access to professional legal advice to all! LegalZoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment. LegalZoom prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Additionally, LegalZoom is enrolled in the E-Verify program. For additional information on E-Verify, please visit Participation and Right to Work pages.