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LEAP Wealth logo
LEAP Wealth

Estate Planning, Estate & Trust Management and Elder Law software for attorneys

Client Success Manager

Customer Success ManagerCustomer SuccessFull TimeRemoteLeadTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

9 days ago

Salary

$80K - $90K / year

Seniority

Lead

No structured requirement data.

Job Description

Client Success Manager

LEAP Wealth

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.

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