Client Success Manager – Law Firms

🕒 April 30

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Logo of Proof

Proof

51 - 200 employees

Founded 2017

🔌 API

🤝 B2B

💰 $5.5M Series A on 2022-03

API • B2B • Legal Services

Proof is a comprehensive API platform that enhances workflow within legal services, particularly in job management for law firms. It provides functionalities for creating, managing, and tracking legal job specifications, billing invoices, and maintaining detailed records of servee data. The platform allows law firms to streamline processes like job assignments, document uploads, notifications, and client communications, ensuring a smooth and efficient operation within the legal domain.

📋 Description

• Conduct in-depth needs analysis with law firm clients to understand their specific challenges and objectives • Develop customized solutions and workflows that address the unique needs of each client • Collaborate with internal teams to ensure seamless client onboarding, lead training sessions, and support successful implementation of customized solutions. • Serve as the primary point of contact for clients, providing ongoing support and guidance throughout the engagement • Monitor client usage and engagement, identifying opportunities for upselling and cross-selling by partnering with POD teammates to identify and drive revenue growth • Work closely with your pod (AE and SDR) to ensure alignment on client priorities and account strategies • Act as a liaison between clients and our product and engineering teams to provide feedback and drive product improvements • Build and maintain strong relationships with clients, establishing yourself as a trusted advisor and advocate for their needs • Track and report on client success metrics, including customer satisfaction, retention, and revenue growth • Develop strategic account plans to drive long-term client success and identify growth opportunities • Handle client escalations and concerns, negotiating timelines, scope, and expectations as needed

🎯 Requirements

• 5+ years of experience in customer success, account management, or a related client-facing role • Strong communication skills, including the ability to engage effectively with C-suite executives • Proven ability to develop customized solutions and workflows for enterprise clients • Excellent interpersonal and relationship-building skills • Strong analytical and problem-solving abilities, with the capacity to quickly resolve client issues • Ability to work independently and collaboratively with internal teams • Experience with CRM, support, and project management tools, such as HubSpot and Intercom • Legal experience is a plus, but not required • This position requires the employee to live and work from the Central region. • Candidates must reside in one of the following Central US locations: • TX, OK, AR, MO, IL, IN, WI, MI, OH, KY, or WV. • Relocation assistance is not available for this position • This role requires approximately 50 percent travel, including regular in-territory visits up to two weeks each month

🏖️ Benefits

• Medical, dental, vision, disability insurance, and 401k available • Phone and Internet monthly stipend • Flexible time off (paid planned and sick time, and paid holidays) • Necessary equipment provided

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