LEAP Wealth logo
LEAP Wealth

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

Senior Client Success Manager

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

Location

United States

Posted

8 hours ago

Salary

$90K - $110K / year

Seniority

Lead

No structured requirement data.

Job Description

Senior Client Success Manager

LEAP Wealth

Role Description Serve as the primary point of contact for strategic assigned firms, fostering trusted relationships with key stakeholders including firm owners, decision-makers, and LEAP champions and be responsible for maintaining excellent client relationships. - Drive early adoption and long-term success through proactive outreach, regular check-ins, and strategic success planning. - Facilitate recurring business reviews (QBRs) and success check-ins to identify opportunities for increased usage, new integrations, or process automation. - Collaborate cross-functionally with Product, Support, and Training teams to resolve issues, share insights, and improve client experience. - Provide guidance on best practices for billing, reporting, accounting integrations (e.g., QBO, LEDES), and document automation workflows. - Identify and act on expansion and upsell opportunities based on client needs and usage patterns. - Lead and mentor a small team of Client Success Managers, providing coaching, development, and performance feedback to help them grow in their roles. - Contribute to the continuous improvement of Client Success programs, playbooks, and resources that drive scalable engagement across our portfolio. Qualifications - Previous people leadership experience or demonstrated ability to coach and mentor peers or junior team members. - Strong relationship-building and communication skills, with the ability to navigate complex client environments and influence outcomes. - Conflict management & resolution to prevent early churn or client escalations. - Knowledge of accounting and billing processes, including QuickBooks Online, bank reconciliation, LEDES billing, and trust accounting best practices. - Knowledge of Integrations and ability to upsell. - LEAP reporting. - Deliver high level of client interaction with exceptional oral and written communication. - Top candidates will have the ability to think quickly on their feet and thrive in fast-paced environments. 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 $90k-110k dependent upon experience Company Description 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.

Related Job Pages

More Customer Success Manager Jobs

Teramind logo

Enterprise Customer Success Manager

Teramind

Predictive Edge, Powered by AI - Intelligence That Protects Your Workforce

Full TimeRemoteTeam 51-200Since 2014H1B No Sponsor

• Build and maintain strong relationships with enterprise customers as their primary post-sale contact, ensuring successful onboarding, adoption, and ongoing value realization • Drive product utilization by aligning capabilities with customer goals, delivering training and enablement, and conducting strategic reviews that demonstrate ROI • Own renewals by proactively monitoring customer health metrics, mitigating risks, and maintaining high satisfaction and retention rates • Act as customer advocate internally, collaborating with Product, Support, and Sales teams to resolve issues and influence roadmaps • Identify upsell and cross-sell opportunities, multi-thread relationships across customer organizations, and partner with Account Managers to expand accounts

United States
node.energy logo

Customer Success Manager – SaaS

node.energy

Software to radically simplify the planning and management of decentralized energy production! Lower costs and less CO2!

Full TimeRemoteTeam 51-200H1B No Sponsor

• Organize and deliver the ideal onboarding experience for new customers • Manage relationships with customers in commercial operations management for wind and solar farms • Provide guidance on the optimal use of opti.node • Maintain regular contact with customers after onboarding • Identify individual challenges and develop tailored solutions • Collaborate closely with Product Management, Product Owners, and the Sales team

Germany
gridX logo

Senior Enterprise Customer Success Manager – Utility

gridX

Build, roll out and scale future-proof solutions for home energy management and e-mobility faster and more effectively.

Full TimeRemoteTeam 51-200Since 2016H1B Sponsor

• Manage an existing Enterprise customer account in The Netherlands, taking full ownership of product rollout, executive stakeholder relationships, and account expansion. • Work alongside the Strategic Account Director and Solution Engineers to expand your account. • Build, nurture, and deepen trusted C-suite and director-level partnerships to ensure strategic long-term alignment between customer and gridX. • Utilize data-driven customer health scoring matrices (tracking API usage, feature consumption, infrastructure performance) to proactively identify, escalate, and minimize high-stakes churn risks. • Identify and qualify portfolio expansion pathways (retrofits, flex optimization, time-of-use campaigns) within existing accounts to maximize Customer Lifetime Value. • Ensure operational excellence and thereby scalable rollout success of your customer by leveraging product capabilities as well as gridX best practices and experiences. • Measure success in Net Expansion Rate, Revenue and Customer Health.

Netherlands

Role Description The Client Success and Growth Manager supports Aerobodies’ continued growth by managing client relationships, coordinating account activities, ensuring project follow-through, and leading inside sales efforts. This role engages prospective clients, manages lead follow-up, and contributes to revenue growth through new client acquisition and expanded service opportunities. The position also strengthens client communication, tracks deliverables, supports effective execution, and maintains a high standard of responsiveness and professionalism. The Client Success and Growth Manager documents and addresses client needs while identifying opportunities to deepen engagement and grow accounts. - Generate new business opportunities and increase regional revenue through targeted outreach and relationship management in the DMV area. - Support business development efforts by identifying prospective government and commercial clients and project opportunities. - Conduct outreach to prospective clients, qualify inbound leads, and schedule consultations or discovery calls. - Manage sales pipeline activity by tracking prospects, opportunities, and follow-up actions in CRM systems. - Drive client and member engagement activities related to WellTeamStudio and identify opportunities to expand service utilization. - Serve as the primary point of contact for assigned clients, providing responsive, professional support and maintaining strong relationships. - Manage regular client communication, document needs and follow-up items, and ensure timely resolution or escalation of concerns. - Coordinate client meetings, onboarding activities, account support, and internal resources to promote successful engagement and service delivery. - Track client projects, deliverables, timelines, action items, and milestones to support timely execution and accountability. - Maintain accurate client records, project management systems, CRM updates, contracts, and account documentation. - Monitor client satisfaction and identify risks, delays, service gaps, or opportunities to improve the client experience. - Support contract tracking, renewal preparation, service recommendations, proposals, and client presentations. - Partner with leadership to support lead conversion, closing efforts, upsell opportunities, and cross-sell opportunities within existing accounts. - Contribute to strategic projects, process improvements, and operational initiatives that support company growth. - Perform other duties as assigned. Qualifications - Demonstrated ability to build and maintain strong client relationships while managing multiple accounts, priorities, and projects. - Strong written, verbal, and interpersonal communication skills, with the ability to engage professionally with clients, prospects, and internal team members. - Excellent organization, time management, and follow-through, with the ability to work independently and manage competing deadlines. - Ability to identify client needs, anticipate challenges, recognize growth opportunities, and recommend appropriate service solutions. - Experience supporting inside sales, lead follow-up, prospect outreach, client presentations, or business development activities preferred. - Comfort using CRM systems, project management tools, client tracking platforms, and Microsoft Office applications, including Word, Excel, and Outlook; experience with Asana preferred. - Experience using AI tools (e.g., Copilot, ChatGPT, Gemini) and prompt engineering techniques to enhance productivity, improve workflows, and support business objectives. - Positive, flexible, and collaborative approach, with a willingness to receive feedback, take initiative, and support company growth initiatives. Requirements - A bachelor’s degree in business administration, marketing, communications, management, or a related field is preferred. - Three to five years of experience in client success, account management, customer service, business development, or a related role is preferred. - Experience with inside sales, lead generation, or prospect outreach is a plus. Physical Demands This role is performed primarily in a professional office or remote work environment and requires prolonged periods of sitting, computer use, and participation in virtual or in-person meetings. Occasional standing, walking, and light lifting of up to 15 pounds may be required. The position also involves extended screen time, frequent keyboard and mouse use, and communication by phone, video conference, email, and in person. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment This position is based in a professional office or remote setting and requires regular communication with clients and internal team members by phone, email, and virtual meeting platforms. The role operates in a fast-paced, collaborative environment and requires professionalism, organization, and flexibility to meet client needs and project deadlines. Occasional in-person meetings, company events, or client engagements may be required. Compensation $35.00/per hour

United States
$30 - $35 / year