
LEAP Wealth
Remote Jobs
Estate Planning, Estate & Trust Management and Elder Law software for attorneys
10 Jobs
Strategic Account Client Success Manager
LEAP WealthEstate Planning, Estate & Trust Management and Elder Law software for attorneys
• You'll be the face of LEAP for our high-value clients, making sure they get genuine, measurable value from our software at every stage of their journey. • Own the end-to-end relationship for a portfolio of strategic accounts, from onboarding through renewal and beyond • Serve as a strategic advisor capable of discussing firm performance, operational workflows, financial processes, and business objectives • Build trusted, multi-level relationships with firm partners, practice managers, and day-to-day users • Run structured business reviews that connect what our software does to what each firm is trying to achieve • Lead customer adoption initiatives and organizational change efforts across your portfolio • Develop adoption strategies tailored to different user groups — from managing partners to legal assistants • Coordinate with implementation, training, support, and product teams to serve busy legal teams efficiently • Help firms successfully navigate process and technology changes with confidence • Partner with internal teams to support renewals and identify expansion opportunities grounded in real client value • Maintain strong customer retention and satisfaction outcomes across your portfolio • Surface opportunities for additional products, services, and strategic initiatives • Advocate for customer needs internally — you're the client's voice inside LEAP • Identify and proactively mitigate renewal risks before they become churn • Address stakeholder concerns early, before they become escalations • Develop executive-level recovery plans when accounts need to be turned around • Maintain accurate account health assessments and forecasting, and act early when the data tells you something's off
Strategic Account Client Success Manager
LEAP WealthEstate Planning, Estate & Trust Management and Elder Law software for attorneys
Role Description Be the reason great law firms stay with LEAP. We're looking for a Strategic Account Client Success Manager to be the trusted partner for our strategic law firm clients — owning the relationship, driving adoption, and protecting retention across a portfolio of strategic accounts. What you'll do: - Strategic Relationship Management - Own the end-to-end relationship for a portfolio of strategic accounts, from onboarding through renewal and beyond. - Serve as a strategic advisor capable of discussing firm performance, operational workflows, financial processes, and business objectives. - Build trusted, multi-level relationships with firm partners, practice managers, and day-to-day users. - Run structured business reviews that connect what our software does to what each firm is trying to achieve. - Adoption & Change Management - Lead customer adoption initiatives and organizational change efforts across your portfolio. - Develop adoption strategies tailored to different user groups — from managing partners to legal assistants. - Coordinate with implementation, training, support, and product teams to serve busy legal teams efficiently. - Help firms successfully navigate process and technology changes with confidence. - Renewal & Growth - Partner with internal teams to support renewals and identify expansion opportunities grounded in real client value. - Maintain strong customer retention and satisfaction outcomes across your portfolio. - Surface opportunities for additional products, services, and strategic initiatives. - Advocate for customer needs internally — you're the client's voice inside LEAP. - Risk Management - Identify and proactively mitigate renewal risks before they become churn. - Address stakeholder concerns early, before they become escalations. - Develop executive-level recovery plans when accounts need to be turned around. - Maintain accurate account health assessments and forecasting, and act early when the data tells you something's off. Qualifications - 5+ years in client success, account management, or a similar client-facing role, ideally in B2B SaaS. - Experience with legal accounting — trust accounting, billing, and law firm financial workflows — and the ability to speak credibly with firm bookkeepers and finance staff. - A track record of managing strategic or enterprise accounts and hitting retention targets. - Confidence working with senior stakeholders — you can hold a commercial conversation with a managing partner and a workflow conversation with a legal assistant, on the same day. - Strong command of adoption and health metrics, and the judgement to know which numbers matter. - Clear, warm communication — in writing, in meetings, and when the news isn't easy. - Curiosity about the legal industry; experience in LegalTech or professional services is a plus, not a prerequisite. Benefits - Health Care Plan (Medical, Dental & Vision). - Retirement Plan (401k, IRA). - Life Insurance (Basic, Voluntary & AD&D). - Paid Time Off (Vacation, Sick & Public Holidays). - Family Leave (Maternity, Paternity). - Short Term & Long Term Disability. - Training & Development. - Work From Home. - Wellness Resources. Company Description LEAP is all about impact, growth and ownership. We’re united by a genuine passion for what we do, enriched by the care we show to our customers and each other and driven by the difference we can make together. - LEAPster culture is about prioritizing and celebrating the incredible humans behind our market-leading technology. - Think performance-driven incentives, flexible remote work, a generous Parenting Policy, and so much more. - We strongly believe that mutual trust, personal development and career progression are at the heart of a healthy, high-performing culture. - We’re committed to empowering LEAPsters with resources, and ongoing support to define a career with us.
Client Success Learning Program Manager
LEAP WealthEstate Planning, Estate & Trust Management and Elder Law software for attorneys
Role Description If you love the moment a complicated tool finally clicks for someone, this role is built for you: you'll teach the small law firms who run on LEAP to get the most from it — and design the program that turns those one-to-one wins into something thousands of firms feel. The Client Success Learning Program Manager leads the planning, execution, and growth of scalable learning and adoption programs for existing LEAP users. This role is responsible for helping customers deepen proficiency, adopt additional features, and consistently realize value through a mix of live learning (webinars, bootcamps, office hours) and digital lifecycle outreach. This is a net-new, high-impact role designed to scale best practices that have historically been delivered 1:1. You will build on a newly launched learning program and own both how learning is delivered live and how automated outreach is operationalized across the customer journey using Gainsight. You’ll collaborate closely with Client Success leadership, Client Success Managers, Product, Support, and internal subject matter experts to ensure customers receive the right learning at the right time with clear calls to action that drive adoption, satisfaction, and retention. The OTE range for this position sits between USD $115,000-140,000 dependent upon experience. Qualifications - 4+ years of experience in customer education, enablement, client success, training, or related roles - Proven experience designing and delivering live, instructor-led learning for software users - Strong facilitation skills with confidence presenting to groups in virtual environments - Excellent program management skills (planning, prioritization, execution) - Strong written communication and ability to translate product complexity into clear learning outcomes Requirements - Experience managing digital customer journeys, nurture campaigns, or lifecycle outreach - Hands-on experience with Gainsight, including CTAs, playbooks, and journey orchestration - Experience in SaaS, B2B software, or technology-driven environments - Familiarity with adult learning principles, instructional design, and engagement best practices - Experience supporting mid-market and/or enterprise customers Benefits - Health Care Plan (Medical, Dental & Vision) - Retirement Plan (401k, IRA) - Life Insurance (Basic, Voluntary & AD&D) - Paid Time Off (Vacation, Sick & Public Holidays) - Family Leave (Maternity, Paternity) - Short Term & Long Term Disability - Training & Development - Work From Home - Wellness Resources Company Description LEAP is all about impact, growth and ownership. We’re united by a genuine passion for what we do, enriched by the care we show to our customers and each other and driven by the difference we can make together. LEAPster culture is about prioritizing and celebrating the incredible humans behind our market-leading technology. Think performance-driven incentives, flexible remote work, a generous Parenting Policy, and so much more. We strongly believe that mutual trust, personal development and career progression are at the heart of a healthy, high-performing culture and we’re committed to empowering LEAPsters with resources, and ongoing support to define a career with us. With us, your career will grow as you do, with opportunities to step into new roles, and explore new departments in this innovative industry. We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age. All LEAP employees must ensure ongoing compliance with organizational security policies, standards, procedures, and control frameworks including risk management and incident management processes.
Client Success Manager
LEAP WealthEstate Planning, Estate & Trust Management and Elder Law software for attorneys
• Become a product expert by developing and maintaining an outstanding knowledge of LEAP Software, including legal content and partner software • Understand the LEAP product ethos and where it sits in the marketplace, and be willing to communicate this to external parties • Provide information to LEAP support staff about client needs and lead issue resolution cross-departmentally. • Work with cross-functional teams to implement, test, and measure initiatives and product updates to improve adoption and reduce churn • Measure and report on client on-boarding & product adoption KPI's • Act as the voice of our clients - identify trends and gaps based on communication and feedback from clients • Contact clients regularly throughout their life with LEAP, ensuring they are using LEAP to its potential, devising and implementing strategies where they are not doing so • Demonstrate the continued value and software development to existing clients through webinars and tutorials • Focus on key clients via meetings and providing clear communication about the value of LEAP
Client Success Manager
LEAP WealthEstate Planning, Estate & Trust Management and Elder Law software for attorneys
Role Description Our Client Success Managers are the passionate product experts building trusted client relationships that turn new customers into proud LEAP advocates. A team of friendly, caring problem solvers who thrive on helping others. From complaint handling and cancellation management to upselling and cross training on additional features, the team makes sure joining LEAP is as simple and intuitive as humanly possible. You’ll discover all the ins, outs, and unique challenges of our clients as you connect them to cutting edge software that helps them be more productive and profitable. What You'll Do - Become a product expert by developing and maintaining an outstanding knowledge of LEAP Software, including legal content and partner software - Understand the LEAP product ethos and where it sits in the marketplace, and be willing to communicate this to external parties - Provide information to LEAP support staff about client needs and lead issue resolution cross-departmentally - Work with cross-functional teams to implement, test, and measure initiatives and product updates to improve adoption and reduce churn - Measure and report on client onboarding & product adoption KPI's - Act as the voice of our clients - identify trends and gaps based on communication and feedback from clients - Contact clients regularly throughout their life with LEAP, ensuring they are using LEAP to its potential, devising and implementing strategies where they are not doing so - Demonstrate the continued value and software development to existing clients through webinars and tutorials - Focus on key clients via meetings and providing clear communication about the value of LEAP Qualifications - 2+ years’ experience in a client facing role with a technology company or Legal background - Exceptional organizational skills and self-discipline - Ability to leverage cross functional business and technical resources to provide timely issue resolution - A thorough understanding of varying law firm’s culture and expectations - LEAP certification, or an aptitude for quick learning - An in-depth knowledge of the latest versions of Word, Excel and Outlook - Ability to leverage data to inform and support critical decisions - Familiarity with dealing with client conflict and frustrations in a positive manner Additional Qualities - An extensive understanding of Legal Accounting rules and bookkeeping - Knowledge of QuickBooks, Xero, Gainsight and/or Salesforce Benefits - Medical, Dental and Vision Plans Available - Fully remote work - 401k with Company Matching Program - Virtual Staff Events - Employee Assistance Plans - Flexible Annual Leave - Company Shares Opportunity - Salary range $80k-90k dependent upon experience Equal Opportunities Statement We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age. We look for the best person for the job.
Marketing Intern
LEAP WealthEstate Planning, Estate & Trust Management and Elder Law software for attorneys
• Assist with the creation and scheduling of email marketing campaigns. • Support social media content creation and posting across various platforms. • Help monitor and analyze campaign metrics to evaluate effectiveness. • Conduct market research to identify trends and opportunities. • Collaborate with the marketing team on various projects and initiatives. • Contribute creatively to brainstorming sessions.
Marketing Intern
LEAP WealthEstate Planning, Estate & Trust Management and Elder Law software for attorneys
Role Description Join LEAP Legal Software as a Marketing Intern and gain hands-on experience in a dynamic and fast-paced LegalTech environment. You will support the marketing team in developing and executing marketing campaigns, with a strong focus on digital marketing, social media, and email communications. This internship offers a unique opportunity to learn about the legal software industry and contribute directly to growth initiatives. What You'll Do - Assist with the creation and scheduling of email marketing campaigns. - Support social media content creation and posting across various platforms. - Help monitor and analyze campaign metrics to evaluate effectiveness. - Conduct market research to identify trends and opportunities. - Collaborate with the marketing team on various projects and initiatives. - Contribute creatively to brainstorming sessions. Requirements - Currently pursuing or recently completed a degree in Marketing, Communications, Business, or a related field. - Strong written and verbal communication skills. - Familiarity with social media platforms and digital marketing fundamentals. - Basic understanding of email marketing tools. - Proficiency in Microsoft Office, especially Excel, and comfortable using design tools like Canva is advantageous. - Enthusiastic, eager to learn, and able to work collaboratively in a team environment. - Ability to manage multiple tasks and meet deadlines. Benefits - This is a part-time internship (20 hours per week) paying $17 per hour. - The internship duration is 12 weeks, with a start date of June 1. - Candidates must be based in the US on EST.
Graphic Designer, Video and Design
LEAP WealthEstate Planning, Estate & Trust Management and Elder Law software for attorneys
Graphic Designer, Video and Design Hybrid Marketing Full time London, England, United Kingdom Overview Description The Role Graphic Designer ( Video & Design) - LegalTech Location: Battersea (Hybrid) | Permanent | Full-Time About LEAP LEAP is the leading provider of Legal Practice Productivity Solutions in the world and is part of ATI, one of the largest international LegalTech companies. For more than 30 years, our curiosity and commitment to continual improvement has kept us reimagining productivity tools for lawyers and their staff to support our guiding purpose, to ‘Help lawyers who help people’. The market leading software we develop and support is used by more than 100,000 lawyers and their staff in small and medium sized law firms. Working alongside our international team of passionate high achievers, you’ll join a fast-growing technology business where things seldom stay the same for long. With more than 1000 smart, caring and ambitious ‘LEAPsters’ working together across Australia, Canada, the United States, the United Kingdom, the Republic of Ireland, Poland and New Zealand, you’ll find yourself in good company here. About the role This is an exciting opportunity for someone who thrives across both video and design, and who is confident working across all channels, from social and digital to print and campaigns. This role is ideal for someone who doesn’t just wait for direction, but actively thinks beyond the brief, brings fresh ideas to the table, and takes ownership of projects from concept through to delivery. You’ll play a key role in shaping how our brand shows up in the market, creating engaging and impactful content for legal professionals. From filming and editing video to designing campaign assets, no two days will look the same. Requirements What you'll do Video Production (End To End): - Plan, shoot and edit high quality video content - Produce both long form (interviews, webinars, brand films) and short form (social, paid ads, reels) content - Take ownership of production quality, including lighting, sound and composition - Develop creative concepts, scripts and storyboards - Continuously explore new formats and approaches to video storytelling Design (Digital & Print): - Create visually engaging assets across all channels - Design for web, social media, email, presentations, print and campaigns - Maintain and evolve brand consistency across all touchpoints - Confidently use tools such as Adobe Creative Suite, with Canva as a useful addition where appropriate Creative & Campaign Thinking: - Think beyond the brief challenge ideas and elevate creative output - Proactively come up with new concepts, formats and campaign ideas - Contribute to creative direction and brand development - Work closely with marketing to bring campaigns to life Content & Marketing Support: - Collaborate with the wider marketing team on strategy and execution - Support product launches, events and ongoing campaigns - Deliver work at pace while maintaining high creative standards What you'll bring - Strong experience in both video production (filming, editing, storytelling) and graphic design - Proficiency in Adobe Creative Suite (Premiere Pro, After Effects, Photoshop, Illustrator, InDesign) - Experience using Canva for fast turnaround content - A proactive mindset someone who takes initiative rather than waiting to be directed - Ability to think creatively and push ideas further - Strong understanding of content, branding and marketing principles - Excellent attention to detail and consistency - Ability to manage multiple projects and meet deadlines - Comfortable working independently and collaboratively Bonus points: - Experience in B2B or SaaS environments - Motion graphics or animation skills - Photography experience - Experience creating content for international audiences Benefits What you'll get - Career and development - Generous professional development fund - Ongoing training and career progression opportunities - Health and wellbeing - Private health insurance including dental and optical - £80 monthly gym contribution - Employee Assistance Programme - Life insurance cover - Financial benefits - 8% employer pension contribution - PerkBox membership with discounts and rewards - Cycle to Work scheme - Access to LEAP Home - a program unique to LEAP to support you in buying your primary residence - Time off - 25 days annual leave plus bank holidays - Enhanced parental leave - One paid volunteer day each year for a charity of your choice - Work environment - Friendly and supportive culture - Free healthy breakfast, light lunch and snacks - Monthly socials Closing Date: Friday, 7th May We may close this vacancy early if we receive a high volume of suitable applications, so we encourage interested candidates to apply as soon as possible. You’re welcome to use AI tools to support your application, but please ensure your submission reflects your own experience and voice. Every CV is reviewed by a member of our team, and if you’re invited to interview, we look forward to getting to know the real you.
Business Development Representative
LEAP WealthEstate Planning, Estate & Trust Management and Elder Law software for attorneys
• Performs a high volume of outbound calls to prospective law firms. • Generates qualified leads and schedules meetings for our Business Development team. • Builds relationships with clients through social media platforms such as LinkedIn, Sales Navigator and Twitter. • Achieves, weekly & monthly Key Performance Indicators. • Exceeds team goals to drive success. • Show up hungry every day, and never shy away from a passionate discussion.
Business Development Representative
LEAP WealthEstate Planning, Estate & Trust Management and Elder Law software for attorneys
“Selling the premium product in a sophisticated market is incredibly satisfying. I feel accomplished.” Business Development Representative, United States ABOUT LEAP LEAP is the leading provider of Legal Practice Productivity Solutions in the world and is part of ATI – one of the largest international LegalTech companies. For more than 30 years, our curiosity and commitment to continual improvement has kept us reimagining productivity tools for lawyers and their staff to support our guiding purpose, to ‘Help lawyers who help people’. The market leading software we develop and support is used by more than 100,000 lawyers and their staff in small and medium sized law firms. Working alongside our international team of passionate high achievers, you’ll join a fast-growing technology business where things seldom stay the same for long. With more than 1000 smart, caring and ambitious ‘LEAPsters’ working together across Australia, Canada, the United States, the United Kingdom, the Republic of Ireland, Poland and New Zealand, you’ll find yourself in good company here. MEET THE TEAM Our vision is to be the world’s most valued LegalTech company and our Sales Team are the influential movers and shakers driving our value skywards with every new client. By introducing our innovative solutions to new clients, you’ll grow our client base by putting LEAP’s market leading software into the hands of more and more law firms worldwide. You’ll combine resilience, determination, an understanding of the power of processes and a never give up attitude with a human touch as you offer best in class solutions. With focused training to grow product and market knowledge, uncapped commissions, world-class systems and sales management and a quality product that people love, you can work to achieve the financial independence that you crave. WHAT YOU'LL DO - Performs a high volume of outbound calls to prospective law firms. - Generates qualified leads and schedules meetings for our Business Development team. - Builds relationships with clients through social media platforms such as LinkedIn, Sales Navigator and Twitter. - Achieves, weekly & monthly Key Performance Indicators. - Exceeds team goals to drive success. - Show up hungry every day, and never shy away from a passionate discussion. WHAT YOU'LL BRING - Experience with CRM systems including Salesforce - Familiarity with MS Office including Excel and Outlook Calendaring - Understanding of sales performance metrics - Excellent communication and negotiation skills - Ability to multi-task, prioritize and manage time effectively - Self-discipline, High Emotional Intelligence, Velocity & Endurance - Relentlessly Competitive - Creatively setting up first-meetings - A specialist with exposure to the Professional Services sector (legal, financial, medical etc.) - Thriving under pressure and being rock steady in your mindset WHAT YOU'LL GET - Medical, Dental and Vision Plans Available - 401k with Company Matching Program - Staff Events - Employee Assistance Plans - Flexible PTO - Company Shares Opportunity - Salary Range: 55k - 57k base + sales commission target LIFE @ LEAP LEAP is all about impact, growth and ownership. We’re united by a genuine passion for what we do, enriched by the care we show to our customers and each other and driven by the difference we can make together. LEAPster culture is about prioritizing and celebrating the incredible humans behind our market-leading technology. Think performance-driven incentives, flexible remote work, a generous Parenting Policy, and so much more. We strongly believe that mutual trust, personal development and career progression are at the heart of a healthy, high-performing culture and we’re committed to empowering LEAPsters with resources, and ongoing support to define a career with us. With us, your career will grow as you do, with opportunities to step into new roles, and explore new departments in this innovative industry. We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.