Account Manager, Clio
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should have headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Not repeat job title.
We need to decide which sections have content.
From posting:
- About The Role: description of role, responsibilities etc. Could map to "About the role" heading.
- Responsibilities: The bullet list under "What your success will look like" includes many responsibilities: Drive Client Activation and Adoption, Increase Client Engagement, Conduct Proactive Client Outreach, Identify Growth Opportunities, Use Data to Inform Outreach, Build the Playbook, Test and Learn, Collaborate Across Teams, Support the Clio Partnership. Those are responsibilities.
- Requirements: Education and Experience sections: Bachelor's degree..., 2+ years experience..., etc. Could be Requirements.
- Qualifications: maybe overlapping with Requirements; but we can treat Education/Experience as Requirements, and Skills as Skills.
- Skills: list of skills: Strong verbal and written communication skills, Strong relationship-building skills..., Ability to use data..., Strong problem-solving..., Ability to work independently..., Strong organizational..., Adaptability..., Ability to collaborate..., Eagerness to learn..., Travel (10% travel) maybe under Requirements? Travel is separate bullet.
- Benefits: The "Our Benefits" section lists benefits: 100% employer-paid medical, dental, and vision insurance, Flexible paid time off, Paid parental leave, Paid cell phone and service, Remote office allowance, Professional development and development courses, Regular manager check-ins to drive performance and career growth through Lattice.
- Pay: The "Compensation" section: base salary range $60,000 - $80,000, plus incentive compensation opportunities.
- Schedule: Not explicitly mentioned; maybe work location & flexibility: remote, hybrid, in-office. Could be considered Schedule? The instruction says include Schedule only if posting actually states them. There's "Work Location & Flexibility" describing remote/hybrid/in-office. That could be considered Schedule? Might be considered Work Arrangement. But we have no explicit schedule like full-time, part-time, hours. Could treat as Schedule? Might be better to omit Schedule if not explicit. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." Pay is stated. Benefits stated. Schedule not explicitly stated (no mention of hours, shift, etc). So we omit Schedule.
Thus sections: About the role, Responsibilities, Requirements, Skills, Benefits, Pay.
We need to use for each heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate etc.
We need to include content from About Us? Not required as heading; but maybe we could include as a short paragraph under About the role? The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." About Us is not a heading we need; but we could incorporate its content into About the role? Probably not needed; but we must preserve ALL substantive information. However, the About Us is generic company description; might be considered boilerplate? It's not navigation/legal/EEO etc. It's substantive about the company. Should we include? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we should include the About Us content somewhere. Since we don't have a heading for About Us, we could put it as a
before the first heading or after About the role? The instruction says use
for section headings (e.g. About the role, Responsibilities...). It doesn't forbid other headings, but we should follow the pattern. Probably we can include a
with About Us content before the About the role heading.
Similarly, "Our Scorpion Values" could be included as a
maybe under About the role or separate? It's substantive. We'll include as a
after About the role maybe.
We need to avoid duplication: there are repeated lines? Not many.
Let's extract content.
About Us paragraph:
"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."
That's a lot; we keep it.
About The Role paragraph:
"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."
That's prose.
What your success will look like: list of responsibilities. We'll turn each bullet into
- .
List:
- 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, adoption, and growth opportunities.
We need to keep the detail.
Education and Experience:
Education: Bachelor's degree in Marketing, Advertising, Business, Communications, or a related field—or equivalent practical experience.
Experience: 2+ years of experience in a client-facing role such as customer success, sales, business development, account coordination, or a related function. Experience conducting proactive client outreach by phone and email. Experience working cross-functionally with multiple teams or stakeholders. Experience in the legal industry, SaaS, digital marketing, or technology integrations is a plus but not required.
We can combine into Requirements section with
.
Skills list:
- Strong verbal and written communication skills.
- Strong relationship-building skills and an interest in client engagement, customer growth, and sales.
- Ability to use data and client insights to identify trends, priorities, and growth opportunities.
- Strong problem-solving skills with a willingness to test new approaches and refine strategies based on results.
- Ability to work independently and create structure in a developing function with limited established processes.
- Strong organizational skills and follow-through when managing outreach across a large client population.
- Adaptability and comfort working in an evolving environment where processes and priorities may change.
- Ability to collaborate effectively across teams and with external partners.
- Eagerness to learn new platforms, tools, and technologies.
- Travel: The role requires 10% travel within the United States and Canada.
We could include travel as a skill or separate; but we can include in Skills list.
Benefits list:
- 100% employer-paid medical, dental, and vision insurance
- Flexible paid time off, so you can rest, relax, and recharge away from work
- Paid parental leave
- Paid cell phone and service
- Remote office allowance
- Professional development and development courses
- Regular manager check-ins to drive performance and career growth through Lattice
Pay:
"The base salary range is $60,000 (entry-level) - $80,000 (highly experienced), exclusive of fringe benefits. If you are hired at Scorpion, your final base salary compensation will be determined based on factors such as geographic location, skills, education, and/or experience. Additionally, we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer. Please keep in mind that the range mentioned above is the total salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future & continued salary growth. The compensation package may also include incentive compensation opportunities in the form of discretionary bonuses or commissions."
We'll put that in maybe with
for bullet points? It's prose; we can keep as .
Work Location & Flexibility: we omitted Schedule; but maybe we could include as a
under Benefits? Not needed.
Our Scorpion Values: we could include as a
maybe after About the role.
We must not include boilerplate like Equal Opportunity Employer, EEO, etc. Remove those.
Also remove "TravelThe role requires 10% travel within the United States and Canada" we already included in Skills.
Now construct HTML.
We'll start with a
for About Us.
Then
About the role
with containing the About The Role paragraph.
Then
Responsibilities
with - ... each.
Then
Requirements
with - for Education and Experience items. Might need to separate Education and Experience? Could combine but we need to preserve detail. We'll make separate
- for each bullet.
Education: "Bachelor's degree in Marketing, Advertising, Business, Communications, or a related field—or equivalent practical experience."
Experience: we have multiple bullets: "2+ years of experience in a client-facing role such as customer success, sales, business development, account coordination, or a related function." "Experience conducting proactive client outreach by phone and email." "Experience working cross-functionally with multiple teams or stakeholders." "Experience in the legal industry, SaaS, digital marketing, or technology integrations is a plus but not required."
We'll list each as
- .
Then
- for any list of duties/requirements/benefits. Use
for prose. We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate etc. We need to include content from About Us? Not required as heading; but maybe we could include as a short paragraph under About the role? The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." About Us is not a heading we need; but we could incorporate its content into About the role? Probably not needed; but we must preserve ALL substantive information. However, the About Us is generic company description; might be considered boilerplate? It's not navigation/legal/EEO etc. It's substantive about the company. Should we include? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we should include the About Us content somewhere. Since we don't have a heading for About Us, we could put it as a
before the first heading or after About the role? The instruction says use
for section headings (e.g. About the role, Responsibilities...). It doesn't forbid other headings, but we should follow the pattern. Probably we can include a
with About Us content before the About the role heading. Similarly, "Our Scorpion Values" could be included as a
maybe under About the role or separate? It's substantive. We'll include as a
after About the role maybe. We need to avoid duplication: there are repeated lines? Not many. Let's extract content. About Us paragraph: "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." That's a lot; we keep it. About The Role paragraph: "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." That's prose. What your success will look like: list of responsibilities. We'll turn each bullet into
- .
List:
- 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, adoption, and growth opportunities.
We need to keep the detail.
Education and Experience:
Education: Bachelor's degree in Marketing, Advertising, Business, Communications, or a related field—or equivalent practical experience.
Experience: 2+ years of experience in a client-facing role such as customer success, sales, business development, account coordination, or a related function. Experience conducting proactive client outreach by phone and email. Experience working cross-functionally with multiple teams or stakeholders. Experience in the legal industry, SaaS, digital marketing, or technology integrations is a plus but not required.
We can combine into Requirements section with
- .
Skills list:
- Strong verbal and written communication skills.
- Strong relationship-building skills and an interest in client engagement, customer growth, and sales.
- Ability to use data and client insights to identify trends, priorities, and growth opportunities.
- Strong problem-solving skills with a willingness to test new approaches and refine strategies based on results.
- Ability to work independently and create structure in a developing function with limited established processes.
- Strong organizational skills and follow-through when managing outreach across a large client population.
- Adaptability and comfort working in an evolving environment where processes and priorities may change.
- Ability to collaborate effectively across teams and with external partners.
- Eagerness to learn new platforms, tools, and technologies.
- Travel: The role requires 10% travel within the United States and Canada.
We could include travel as a skill or separate; but we can include in Skills list.
Benefits list:
- 100% employer-paid medical, dental, and vision insurance
- Flexible paid time off, so you can rest, relax, and recharge away from work
- Paid parental leave
- Paid cell phone and service
- Remote office allowance
- Professional development and development courses
- Regular manager check-ins to drive performance and career growth through Lattice
Pay:
"The base salary range is $60,000 (entry-level) - $80,000 (highly experienced), exclusive of fringe benefits. If you are hired at Scorpion, your final base salary compensation will be determined based on factors such as geographic location, skills, education, and/or experience. Additionally, we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer. Please keep in mind that the range mentioned above is the total salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future & continued salary growth. The compensation package may also include incentive compensation opportunities in the form of discretionary bonuses or commissions."
We'll put that in
- ... each.
Then
Requirements
with- for Education and Experience items. Might need to separate Education and Experience? Could combine but we need to preserve detail. We'll make separate
- for each bullet. Education: "Bachelor's degree in Marketing, Advertising, Business, Communications, or a related field—or equivalent practical experience." Experience: we have multiple bullets: "2+ years of experience in a client-facing role such as customer success, sales, business development, account coordination, or a related function." "Experience conducting proactive client outreach by phone and email." "Experience working cross-functionally with multiple teams or stakeholders." "Experience in the legal industry, SaaS, digital marketing, or technology integrations is a plus but not required." We'll list each as
- . Then
maybe with
- for bullet points? It's prose; we can keep as
. Work Location & Flexibility: we omitted Schedule; but maybe we could include as a
under Benefits? Not needed. Our Scorpion Values: we could include as a
maybe after About the role. We must not include boilerplate like Equal Opportunity Employer, EEO, etc. Remove those. Also remove "TravelThe role requires 10% travel within the United States and Canada" we already included in Skills. Now construct HTML. We'll start with a
for About Us. Then
About the role
withcontaining the About The Role paragraph. Then
Responsibilities
with - ... each.
Then