Customer Success Manager

November 27

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Actionstep

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SaaS • B2B • Legal Services

Actionstep is a modern, adaptable law firm management platform that provides midsize law firms with tools to transform their practices into top-performing businesses. With features like document automation, client intake, workflow automation, and comprehensive legal accounting, Actionstep helps firms work efficiently, delight clients, manage profitability, grow sustainably, and oversee operations. The platform incorporates AI to streamline legal processes, improve time capture, client intake, filing, and administration, while safeguarding client and firm data. Actionstep supports various areas of law practice such as bankruptcy, family, and litigation law, and integrates with Microsoft Office 365 to enhance productivity across legal operations.

51 - 200 employees

☁️ SaaS

🤝 B2B

💰 Venture Round on 2020-09

📋 Description

• Build strong, long-term relationships with customers by staying in constant communication and efficiently resolving issues with alternative solutions tailored to individual needs. • Serve as the primary interface to manage and resolve any critical situations • Serve as an Ambassador, educating customers on the capabilities of ActionStep to ensure they are leveraging ActionStep effectively and finding value in our services • Evaluate risk management for each customer and proactively evade dissatisfaction or lost business and ultimately drive retention throughout the customer life cycle. • Proactively drive accounts with minimal oversight. • Be a customer advocate while capturing customer feedback and reporting requests to key ActionStep stakeholders • Meet regularly with customers in person. • Identify, prioritize and communicate product/service updates that reflect customer requests, working closely with Enablement, Sales, Support, Billing, and other teams to ensure an exceptional customer experience • Identify and build advocacy relationships with strategic customers acting as a marketing channel through case studies, speaking opportunities, references, etc. • Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes • Help drive customer strategy and maintain account direction working collaboratively with the Customer Success organization • Facilitate quarterly business reviews (QBR’s) with all assigned accounts 40+ • Maintain a revenue base by managing account retention and renewal • Drive upgrade revenue through increased product adoption and increased usage • Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal and account growth • Update and maintain Customer Success database (Churn Zero) with the most relevant account details

🎯 Requirements

• Experience: 4-6 years of relevant experience in customer success, account management, or a related customer-facing role (preferably in a SaaS or legal technology environment), or an equivalent combination of experience and education. • Leadership & Communication: Exceptional leadership and communication skills, with the ability to engage in and manage difficult discussions with senior-level and C-suite stakeholders while maintaining professional composure and confidence. • Teamwork & Organization: Strong team player with a detail-oriented and highly organized approach to managing tasks of varying priority and stress levels in a fast-paced environment. • People Skills: Comfortable and effective in phone-based and virtual interactions, with a professional, patient, and balanced demeanor suited for conflict resolution and problem-solving. • Motivation & Results: Self-motivated and results-oriented, with a passion for transforming how legal information is created, consumed, and utilized to enhance practice efficiency and improve patient outcomes. • Autonomy: Ability to work independently with minimal direction, taking initiative and thriving as part of a collaborative Customer Success team. • Consultative Approach: Empathetic communicator with a consultative mindset, adept at understanding and addressing customer perspectives to drive success. • Technical Skills: Working knowledge of CRM/CSM applications such as Salesforce and/or ChurnZero is a plus; proficiency in learning and leveraging new software tools is essential. • Adaptability: Skilled at multitasking and shifting focus/priorities on the fly, ensuring customer satisfaction and business goals are met in dynamic settings. • Education: Bachelor’s degree in Business, Communications, Legal Technology, or a related field (or equivalent professional experience).

🏖️ Benefits

• Robust medical, dental, vision offerings • 401K with company match • Flexible working and PTO • Take your birthday off • Frequent team building events • Fantastic training and development opportunities