Client Success Manager

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🕒 Julho 27

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Lexitas

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

⚖️ Jurídico

☁️ SaaS

🤝 B2B

💰 Debt financing em 2016-10

Legal • SaaS • B2B

A Lexitas é uma empresa de serviços jurídicos habilitados por tecnologia que oferece suporte escalável para litígios e recrutamento jurídico para escritórios de advocacia, companhias de seguro e departamentos jurídicos corporativos. Seus principais serviços incluem: reporte de audiências, transcrição, recuperação de registros, serviços processuais, revisão de documentos, serviços de julgamento, resolução alternativa de disputas, e soluções de talento jurídico. A Lexitas também desenvolve produtos SaaS e ferramentas com tecnologia de IA (por exemplo, Deposition Insights™, Record Insights®, eLaw® Case Tracking, LegalView, LexitasOne™, LexitasConnect™) para otimizar a gestão de casos, gerar resumos e cronologias assistidos por IA e oferecer suporte a procedimentos remotos. A empresa se posiciona como um fornecedor único que combina suporte profissional para litígios com tecnologia jurídica segura e gestão de contas dedicada.

Descrição

• Build and maintain strong relationships with assigned client accounts to drive retention and satisfaction • Identify and pursue new business opportunities, including "copy side" targets within key markets • Conduct in-person and virtual meetings, demos, and presentations to promote services and solutions • Execute outbound sales efforts including cold calling, email campaigns, networking, and events • Cross-sell and upsell services within existing accounts to maximize revenue growth • Continuously build and maintain a robust sales pipeline through referrals, associations, and lead generation • Track all client interactions and opportunities in CRM (e.g., Salesforce, RB9, Commence) • Achieve and exceed monthly and quarterly revenue and activity targets • Collaborate with internal teams (sales, operations, marketing) to execute strategic account plans • Provide accurate sales forecasting and pipeline reporting to leadership • Stay informed on industry trends and competitor activity to identify growth opportunities • Ensure compliance with HIPAA regulations and all company policies regarding confidential data • Serve as the main point of contact for client needs, issues, and service improvements

🎯 Requisitos

• Bachelor's degree in Business, Marketing, or a related field preferred • 6+ years of experience in sales, account management, or client success roles • Demonstrated success in meeting or exceeding revenue and sales targets • Experience in legal services (court reporting, legal videography, records retrieval) strongly preferred • Experience in multi-functional or multi-geographic environments a plus • Proven ability to manage and optimize sales processes from prospecting to close • Proven ability to build trust and long-term relationships with clients at all organizational levels • Strong sales acumen with experience in B2B, consultative, and telephone-based selling • Excellent communication, presentation, and negotiation skills • Strategic mindset with a proactive approach to identifying growth opportunities • High level of organization, time management, and attention to detail • Ability to manage multiple priorities in a fast-paced, metrics-driven environment • Comfort working independently while collaborating effectively across teams • Proficiency with CRM systems and Microsoft Office tools • Willingness to travel for client meetings, networking, and industry events • Commitment to delivering exceptional customer service and representing company core values.

🏖️ Benefícios

• fully equipped home office setup, including a company-issued laptop