Teams at InfoTrack US

Manage assigned B2B accounts, build client relationships, deliver product demonstrations and training, identify expansion opportunities, increase retention, prevent churn, track account metrics, and collaborate with sales. The role combines customer success, consultative selling, account growth, issue resolution, and conference representation in a hybrid San Francisco environment.

Own a territory pipeline from prospecting through deal close and the customer’s first month of use. Identify law-firm process inefficiencies, deliver consultative product demonstrations, manage opportunities using sales tools, and achieve quota. Onboard new customers by setting up accounts, providing training, and supporting first orders. Partner with Marketing and Customer Success on adoption strategies while continuously developing product, market, and sales expertise.

Support North America FP&A through budgeting, forecasting, variance and KPI analysis, financial modeling, and cross-functional partnering. Build and maintain financial models, consolidate assumptions, deliver insights to senior management, support system implementations and ad-hoc projects including M&A or IPO readiness.