Estate Planning, Estate & Trust Management and Elder Law software for attorneys
Strategic Account Client Success Manager
Location
United States
Posted
3 days ago
Salary
$115K - $125K / year
Seniority
Lead
No structured requirement data.
Job Description
Strategic Account Client Success Manager
LEAP Wealth
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.
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