Full-Time

Account Manager

Williams Lea

Williams Lea

5,001-10,000 employees

Global business support for professional services

No salary listed

New York, NY, USA

In Person

Category
Sales & Account Management
Required Skills
Customer Service

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Requirements
  • Over 5 years’ experience and a proven track record of being a recognized leader and manager of people in a customer service intensive environment.
  • Demonstrated record implementing solutions that have permanently resolved poor contract performance or difficult situations.
  • Excellent client service skills with a service-minded approach towards the client.
  • Proven experience in the delivery and management of complex multi-service solutions for clients.
  • Minimum of two years of successful financial management, including understanding how day-to-day and strategic decisions impact profit and loss.
  • Be able to lift up-to 50 lbs. on a regular basis.
  • Adhere to Williams Lea policies in addition to client site policies.
Responsibilities
  • Communicate a vision for how Williams Lea best serves clients across single or multiple service offerings and empower and enable the team to bring that vision to life.
  • Oversee contracted operations to ensure the needs of the contract and client are met while addressing employee needs.
  • Manage client relationships by ensuring a high level of customer satisfaction.
  • Establish, execute, and sustain quality service delivery through standard operating procedures, account planning, and agreed-upon metrics and goals.
  • Drive continuous improvement, communicate significant and potential issues and proposed solutions, and resolve issues escalated by the client.
  • Manage the employee lifecycle of direct and indirect reports, including interviewing and hiring, onboarding and induction, on-the-job training, professional learning and development, performance management, talent management, succession planning, and off-boarding.
  • Ensure direct and indirect reports understand and comply with company and client policies, service level agreements, and expected quality of work, using corrective action when necessary.
  • Communicate regularly with employees and hold team and individual meetings to discuss company and client information, expectations, performance, progress against goals, and development.
  • Manage staffing and workflow volumes, justify headcount based on work volumes, and allocate staffing resources by shift or service line.
  • Review monthly profit and loss statements and submit necessary changes to the financial analyst.
  • Review labor allocations and manage overtime and time off to avoid non-billable charges.
  • Create and distribute monthly invoices that meet contractual requirements.
  • Participate in the budget process and ensure operational processes are managed to timeline and budget.
  • Create and present monthly Client Service Reviews, reflect on the data, and discuss process-improvement ideas and client benefits.
  • Solicit regular feedback from clients through client outreach.
  • Foster cross-training and teamwork to optimize client service delivery.
  • Educate clients about Williams Lea services already provided and available services, using knowledge of the client’s business and service impacts.
  • Identify opportunities for account growth, new services, and resolutions to client challenges, and escalate opportunities to the manager.
  • Participate in or lead due diligence and implementation of people, process, and technology for new business within client accounts and participate as needed on other new client accounts.

Williams Lea provides tailored business support services for financial, legal, and professional services firms around the world. It uses a combination of onshore and offshore centers plus local offices to deliver customized, high-touch services that integrate advanced technology and real-time data. A core differentiator is ENGAGE, its technology platform that enables global automation, governance, and analytics to drive efficient workflows and real-time reporting. The company serves high-profile clients, including many leading law firms, professional services firms, and financial institutions, and generates revenue through service contracts. Williams Lea’s goal is to improve operational efficiency for clients, freeing fee earners to focus on client work, while pursuing ESG initiatives through its Beyond Business program focused on education, diversity, sustainability, and self-betterment.

Company Size

5,001-10,000

Company Stage

N/A

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

1820

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Simplify Jobs

Simplify's Take

What believers are saying

  • RRD closed the Williams Lea acquisition on January 31, 2025, stabilizing ownership.
  • Michael Pecnik became chief product officer in March 2024, accelerating AI productization.
  • New leadership appointments in 2024 signal sharper sales execution across financial and legal accounts.

What critics are saying

  • RRD integration likely cuts Williams Lea India finance roles by 45-50% in 2025.
  • Printweek reported 100 EMEA layoffs in 2023, signaling recurring restructuring pressure.
  • If RRD centralizes delivery, Williams Lea loses autonomy and becomes a commoditized unit.

What makes Williams Lea unique

  • Williams Lea serves 50 law firms and 10 of 15 global investment banks worldwide.
  • Its ENGAGE and LogoCloud products automate pitchbooks, transcription, and workflow governance.
  • RRD kept the Williams Lea brand after closing the January 31, 2025 acquisition.

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Benefits

Health Insurance

Dental Insurance

Life Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Parental Leave

Short-term & Long-term Disability

Wellness Program

Discounted gym memberships

Hybrid Work Options

Flexible Work Hours

Commuter Benefits

Employee Assistance Program (EAP)

Company News

Outsource Accelerator
Jan 4th, 2025
RRD Acquires Williams Lea for $1.2B

Williams Lea, a global provider of tech-enabled business support services, has been acquired by RRD, a marketing and supply chain solutions provider. The acquisition, set to finalize in Q1 2025, aims to enhance RRD's business support services. Williams Lea, with $1.2 billion annual revenue and 7,000 employees, will integrate into RRD's Digital, Creative, and Business Support Services segment. RRD generates $5.4 billion annually and employs over 30,000 people in 26 countries.

Citybiz
Dec 4th, 2024
Williams Lea Appoints Hillary McNally as CRO and Alastair Kelly as Managing Director

Global tech-enabled business support services firm Williams Lea announces the appointment of Hillary McNally as Chief Revenue Officer (CRO) and Alastair Kelly as Managing Director, Asia Pacific.

PR Newswire
Mar 5th, 2024
Williams Lea Announces Appointment Of Michael Pecnik As Chief Product Officer

NEW YORK, March 5, 2024 /PRNewswire/ -- Global tech-enabled business support services firm Williams Lea announces the appointment of Michael Pecnik as Chief Product Officer (CPO). Pecnik will oversee product strategy for the company's services and solutions, including its proprietary ENGAGE suite of products and LogoCloud™, an AI-enabled SaaS platform.Pecnik comes to Williams Lea with over twenty years of experience in product management and enterprise software sales. Before joining the business, he led the Global Customer Success Team for Business Applications in the Professional Services vertical at Microsoft.Prior to that, Pecnik spent 12 years in various leadership roles at salesforce.com, BNY Mellon and Cognizant, and he started his career as a product manager at Dow Jones. Pecnik holds an MBA from NYU Stern and a master's degree in information science from the University of Graz."We are delighted to have Michael join our organization at such a pivotal time," said Nick Morgan, CTO of Williams Lea. "The rapid emergence of generative AI is transforming the way our business operates, and Michael's expertise in delivering best-in-class products will ensure we optimize these technologies to drive efficiencies and service excellence for our clients."The addition of the CPO role comes as Williams Lea continues its strategy of tech-enabling its offerings. In 2023, the company launched LogoCloud™, which leverages AI and automation to streamline critical, time-intensive presentation creation tasks for bankers, analysts and consultants.In January 2024, Williams Lea furthered its tech enablement with the launch of ENGAGE Transcribe, an end-to-end solution specifically designed to effortlessly convert multi-speaker and multilingual audio files into text with unparalleled speed and accuracy

Sharecast
Mar 5th, 2024
Williams Lea announces appointment of Michael Pecnik as Chief Product Officer

NEW YORK, March 5, 2024 /PRNewswire/ - Global tech-enabled business support services firm Williams Lea announces the appointment of Michael Pecnik as Chief Product Officer (CPO).

AI Magazine
Jan 11th, 2024
Williams Lea launches ENGAGE Transcribe, combining AI and expertise to augment business support for global clients

NEW YORK, Jan. 11, 2024 /PRNewswire/ - Global tech-enabled business support services firm Williams Lea today launched ENGAGE Transcribe, an end-to-end solution specifically designed to effortlessly convert multi-speaker and multilingual audio files into text with unparalleled speed and accuracy.