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About Us

SurePoint® Technologies is the leading provider of award-winning enterprise software that improves workflow and maximizes financial performance and profitability for law firms nationwide. Its distinctive cloud platform integrates client management, practice management, and financial management for powerful relationship-building and knowledge-sharing capability. With a community of more than 100,000 members, SurePoint continues to transform the legal industry by enabling law firms to unlock higher performance, freeing lawyers of administrative burdens so they can spend more time focusing on their clients and their practices.

What We Believe In

SurePoint embraces change and celebrates diversity throughout our organization. It has always been our differences that have allowed us to bring innovation to our technology and disrupt outdated practices in the legal industry. Even though each of our team members have their own story to tell, we all share four principles that keep us focused, guide our decisions and bring us together to achieve greatness.

Passion Fuels Progress

Create the Future

Together, We Succeed

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Commitment to Community

Our community guides everything we do. We work to make each client’s life easier, help transform the legal industry, and make a positive impact in our communities.

Passion Fuels Progress

We hold ourselves to high standards and expect nothing short of excellence. We take pride in our accomplishments and are constantly working to be the best we can be. It’s what our community expects of us, and what we demand of ourselves.

Create the Future

Our community’s success fuels our innovative and fearless spirit. We uncover opportunities to develop solutions that unlock new possibilities and deliver extraordinary value.

Together, We Succeed

Collaboration, respect, teamwork and a commitment to our mission makes us better, our company stronger, and promotes excellence in everything we do.

Leadership

The individual accomplishments and combined experience of our leadership team strengthens every member of our organization. Through sharing their knowledge and living SurePoint’s values every day, our team members receive the direction and insights that only decades of experience in legal tech can bring.

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Join Us

Now is an exciting time to join the SurePoint team! Explore our openings across the country below or visit our Linkedin page to learn more. Interested in applying but you don’t see the role for you here? Send your resume and the type of position you’re looking for directly to our People team here.

  • Training Consultant

    Cincinnati, OH • Remote 2022-12-22
    Cincinnati, OH • Remote 2022-12-22 Apply

    About the job

    Coyote Analytics is a SurePoint solution and, for over a decade has been providing financial and practice management solutions to law firms nationwide. As the SurePoint community approaches 100,000 members, we are looking to expand our Onboarding team to continue serving clients and optimize profitability.

    Job Summary

    As an Training Consultantyou will partner with the operational and functional teams across the business and client base to design, implement, and conduct training sessions that will ensure our clients are able to successfully use our software. This individual will be required to learn our software and coordinate training sessions with our client base. They will also work within the existing training team to build an evolving training program consisting of documentation, videos, and programs.

    What You’ll Do

    • Conduct training sessions with clients and internal team members to review system functions and process changes
    • Partner with project managers on status updates and feedback from clients following training sessions
    • Develop, plan, schedule, and facilitate training plans, including reviewing learning objectives and evaluation criteria
    • Regularly review, assess, and recommend improvements on training programs and their results
    • This position is remote and does require some travel

    Competencies

    • High sense of urgency and the ability to multi-task and prioritize in a fast-paced environment
    • Be a self-starter and key contributor to the training and operations team
    • Excellent verbal, written and presentation skills, with the ability to teach a user or group system functions and industry concepts

    Education and Experience

    • Bachelor's degree from an accredited university, or equivalent experience
    • 3+ years of in-depth experience delivering financial or legal systems training
    • Knowledge of accounting, financial, or law firm industry
    • Experience with legal software (Coyote, Aderant, Juris, Omega, PCLaw, Elite, TABS, Javelin, Timeslips, Time Matters, Rainmaker, LMS)

    SurePoint recognizes the importance of taking care of our most valuable assets – our employees. That’s why we not only offer a comprehensive total rewards package but also continuously evaluate our offerings to meet the evolving needs of our workforce.

    Benefits Include:

    • Affordable and Competitive Medical, Dental and Vision Insurance Plans
    • 401(k) Plan with Employer match
    • Flexible Paid Time-Off
    • Paid Parental leave
    • Life, Short-term and Long-term Disability Insurance
    • FSA/HSA
    • Monthly Remote Reimbursement

    To learn more about SurePoint and our products, visit our corporate web site at www.surepoint.com and follow us on LinkedIn, Facebook and Twitter.

    All employees must have the ability to document identity and employment eligibility within three (3) days of original appointment as a condition of employment in compliance with Immigration Reform and Control Act requirements.

    SurePoint is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, sexual orientation, gender identity, color, religion, national origin, age, disability, veteran status, or other legally protected status.

  • Client Support Specialist

    United States • Remote 2023-01-25
    United States • Remote 2023-01-25 Apply

    About the job

    SurePoint Technologies is one of the fastest growing legal tech firm in the U.S. With over 40 years of delivering critical firsts, SurePoint is a recognized Tier 1 provider of financial and practice management software to law firms nationwide. Its community now approaches 100,000 members as it continues its vital mission to ease lawyers’ management burdens and maximize their firm’s performance.

    Job Summary

    The Client Support Specialist will be a part of our Support Team helping solve accounting related issues within our proprietary software for our clients and internal team members. The ideal candidate will have a passion for responding to questions and inquires on accounting related problems and enjoys working in fast paced environment.

    Responsibilities and Duties

    • Handle routine client matter and technical questions regarding our proprietary software serving the legal industry
    • Provide technical system assistance in a timely and professional manner within a fast-paced contact center environment
    • Collaborate with client success team members on external client accounting matters
    • Document processes and internal controls
    • Develop and maintain strong relationships with clients through ongoing communication and exceptional service
    • Be a thought partner to the team, supporting them in identifying solutions to obstacles as they arise

    Qualifications and Skills

    • Bachelor's or advanced degree in Accounting or a related field
    • 3+ years of accounting work experience
    • Experience using AS/400
    • Intermediate knowledge of Excel, QuickBooks, Access and data mining tools
    • Advanced ability to analyze and interpret financial data
    • Exceptional analytical and conceptual thinking skills
    • Has the ability to multi-task and problem-solve
    • Strong written and verbal communication skills

    SurePoint recognizes the importance of taking care of our most valuable assets – our employees. That’s why we not only offer a comprehensive total rewards package but also continuously evaluate our offerings to meet the evolving needs of our workforce.

    Benefits Include:

    • Affordable and Competitive Medical, Dental and Vision Insurance Plans
    • 401(k) Plan with Employer match
    • Flexible Paid Time-Off
    • Paid Parental leave
    • Life, Short-term and Long-term Disability Insurance
    • FSA/HSA
    • Monthly Remote Reimbursement

    To learn more about SurePoint and our products, visit our corporate web site at www.surepoint.com and follow us on LinkedIn, Facebook and Twitter.

    All employees must have the ability to document identity and employment eligibility within three (3) days of original appointment as a condition of employment in compliance with Immigration Reform and Control Act requirements.

    SurePoint is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, sexual orientation, gender identity, color, religion, national origin, age, disability, veteran status, or other legally protected status.

  • Account Executive

    United States • Remote 2023-01-20
    United States • Remote 2023-01-20 Apply

    About the job

    SurePoint is one of the fastest growing legal tech firm in the U.S. With over 40 years of delivering critical firsts, SurePoint is a recognized Tier 1 provider of financial and practice management software to law firms nationwide. Its community now approaches 100,000 members as it continues its vital mission to ease lawyers’ management burdens and maximize their firm’s performance.

    HQ: Cincinnati, Ohio

    Position: Remote

    Job Summary

    SurePoint is looking for an Account Executive to join our fast paced, growing organization. As the Account Executive, you will be responsible for new customer acquisition in the assigned territory.

    Job Responsibilities:

    • Cold calls, prospecting, and conducting general market research are critical and rigorous parts of the regular activity routine, ensuring that new prospects are being added to the pipeline on a consistent basis. You’ll have a hunter mentality.
    • Move the sale through the sales process and assist in the transition to the professional services team
    • Define and execute territory sales plans
    • Continually learn about new products and improving selling skills. The AE will participate in training activities throughout the year to hone their skills
    • Manage all his/her respective sales activities (follow up, cold calls, lead qualification, etc.)
    • Report on all sales activities through Salesforce
    • Keep abreast of the company vision, product set, and services as well as the competitive landscape
    • Stay well informed about current industry trends and be able to talk intelligently about the legal tech solutions industries
    • Attend and participate in sales meetings, product seminars, and trade shows
    • Prepare written presentations, reports and price quotations
    • Manage sales pipeline while utilizing the sales methodology tools to do so. The AE will be responsible for a certain degree of forecast accuracy as it relates to his/her projections
    • Effectively and efficiently employ company resources at appropriate stages in the sales cycle; matching level for level, to grow and advance the sale
    • Develop positive relationships with other employees in Marketing, Operations, Finance, Technology and other departments as needed

    Competencies:

    • Successful achievement of $500k+ quotas
    • Ability to work, motivate, lead, and follow others within a team environment
    • Strong demonstration and presentation skills. Must be able to confidently convey the company brand name and value in front of multi-person audiences
    • Proven success prospecting (cold calling and web research), building a pipeline, moving opportunities through the sales cycle; proposing, presenting and discussing solutions with both manager level and C-level decision-makers
    • Ability to craft a solution with appropriate products and services that meets business goals based on client discussions
    • Ability to travel up to 25% - 50% of the time as needed

    Minimum Qualifications

    • Bachelors’ degree preferred
    • 5-7 years experience as an Account Executive
    • 5-7 years solutions selling experience in a technology environment

    SurePoint recognizes the importance of taking care of our most valuable assets – our employees. That’s why we not only offer a comprehensive total rewards package but also continuously evaluate our offerings to meet the evolving needs of our workforce.

    Benefits Include:

    • Medical, Dental and Vision Insurance Plans
    • 401(k) w/ employer match
    • Flexible Paid Time-Off
    • Paid maternity leave
    • Life, Short-term and Long-term Disability Insurance
    • FSA/HSA
    • Education Assistance Program
    • Employee Assistance Program
    • Monthly Remote Reimbursement

    To learn more about SurePoint and our products, visit our corporate web site at www.surepoint.com and follow us on LinkedIn, Facebook, and Twitter.

    All employees must have the ability to document identity and employment eligibility within three (3) days of original appointment as a condition of employment in compliance with Immigration Reform and Control Act requirements.

    SurePoint is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, sexual orientation, gender identity, color, religion, national origin, age, disability, veteran status, or other legally protected status.

  • Software Development Manager

    United States • Remote 2023-01-20
    United States • Remote 2023-01-20 Apply

    About the job

    SurePoint Technologies is the fastest growing legal tech firm in the U.S. With over 40 years of delivering critical firsts, SurePoint is a recognized Tier 1 provider of financial and practice management software to law firms nationwide. Its community now approaches 100,000 members as it continues its vital mission to ease lawyers’ management burdens and maximize their firm’s performance.

    Job Summary

    SurePoint is looking for an experienced Software Development Lead. Fueled by insights and Client- Specifications received from the Product team, you will manage and build team(s) of skilled developers to build and deliver SaaS products. Our current tech- stack includes: AWS, Node.js, React, Java, Aurora, Lambda

    What you’ll do

    • Manage development team(s) to deliver and enhance our cloud products in an agile framework.
    • Hire and build an insourced development team that will work seamlessly with the outsourced team.
    • Manage, coach and mentor software development professionals, including performance reviews and career development
    • Implement software development strategies and administer associated policies, procedures, and processes.
    • Ensures all activities associated with software development align with organizational goals and objectives. Ensure best practices and coding standards are adhered to.
    • Participate in requirement analysis and software design processes related to web and mobile based applications.
    • Collaborate with Product Management and other teams to deliver innovative features and solutions that delight our clients with scale, speed and quality.
    • Detailed knowledge of business operations, strategy, and priorities to establish technical direction.

    The ideal candidate will have:

    • Bachelor’s degree in information technology, computer science or systems analysis or equivalent industry experience.
    • 3+ years of experience managing a distributed software development team with insourced and outsourced (offshore) resources.
    • Experience optimizing AWS utilities and tools and developing APIs to mirror or simultaneously interact with legacy Private Cloud
    • Deep understanding of multi-tenant cloud-native applications.
    • Experience in the following, with expert level experience in at least 3: AWS, Azure, Node.js, React, Java, Aurora, Lambda, SQL databases
    • Demonstrated experience with DevSecOps methods and tools
    • Solid understanding of database design and querying concepts

    Qualifications:

    • Great business acumen, and can translate strategic goals into tangible objectives and key results
    • Excellent interpersonal skills and an ability to build effective networks and leverage them appropriately
    • Experienced in recruiting, building, and managing high performing teams
    • Extensive hands-on experience with agile/scrum principles and software development methodologies and practices.
    • Strong negotiation and objection handling skills
    • Ability to influence others both within and outside of immediate team to achieve results
    • Have a passion for automation and continuous improvement
    • Have a passion for technology and software engineering, keen to stay abreast of emerging technologies, languages, and practices

    Benefits Include:

    · Affordable and Competitive Medical, Dental and Vision Insurance Plans

    • 401(k) Plan with Match
    • Flexible Paid Time-Off
    • Paid maternity and parental leave
    • Life, Short-term and Long-term Disability Insurance
    • Flexible Spending Account / Health Savings Account
    • Remote Reimbursement Stipend

    To learn more about SurePoint and our products, visit our corporate web site at www.surepoint.com and follow us on LinkedIn, Facebook and Twitter.

    All employees must have the ability to document identity and employment eligibility within three (3) days of original appointment as a condition of employment in compliance with Immigration Reform and Control Act requirements.

    SurePoint is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, sexual orientation, gender identity, color, religion, national origin, age, disability, veteran status, or other legally protected status.

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