Client Services Consultant – Training & Implementation

Job not on LinkedIn

🔥 20 minutes ago

🌐 Canada, United States – Remote

infoinfo

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

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Logo of BEC Legal Systems

BEC Legal Systems

11 - 50 employees

Founded 1942

⚖️ Legal

☁️ SaaS

🤝 B2B

Legal • SaaS • B2B

BEC Legal Systems is an enterprise software company that develops SaaS practice-management tools for law firms. Its offerings focus on legal calendaring and docketing (including court rules integration and Outlook synchronization), matter and contact management, and document/matter-based automation in Microsoft Word, along with metadata management and hosted/cloud deployments. The company targets law firms and legal departments with modular solutions designed to improve scheduling accuracy, risk mitigation, document production efficiency, and practice group workflow.

📋 Description

• Own BEC's client training program, including curriculum design, onsite and web-based delivery, and recorded or self-serve training assets • Lead complex implementations and upgrades of BEC's products from initial configuration through go-live • Consult with clients to understand current business practices and recommend implementation best practices • Educate clients on software configuration, application integrations, and data entry • Partner with the Data & Integrations consultant on data mapping and validation • Take scheduled support rotations, owning Level 1 triage, resolution, and SLA performance • Escalate Level 2 issues and product defects using the defined escalation path • Support clients during the post-go-live period, including reporting issues and enhancement requests • Train and certify teammates on implementation and training delivery for priority products • Contribute knowledge base articles from implementation and training experience • Provide product use expertise to R&D and QA teams • Assist with internal employee training when needed • Collaborate with R&D, QA, and Sales

🎯 Requirements

• 5+ years in a customer-facing professional services role leading client onboarding, implementations, and training • Hands-on experience with legal practice management, matter management, docketing, or document automation platforms as a user, trainer, or administrator • Experience using generative AI tools such as Claude, ChatGPT, or Copilot to improve productivity, optimize workflows, or improve client communication • Capability to excel in a data-driven, metrics-oriented environment and build metrics where they do not yet exist • Excellent written and verbal communication skills, with strong listening skills and a genuine service orientation • Comfortable working independently and remotely in a lean organization • Ability to travel to the Cincinnati office, occasional client sites, and industry conferences as needed

🏖️ Benefits

• Remote work arrangement • Travel up to 10% to the Cincinnati office, occasional client sites, and industry conferences • Scheduled weekly hours: 40 • Regular worker status

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