
51 - 200 employees
Founded 2014
☁️ SaaS
⚖️ Legal
🤝 B2B
💰 Debt financing on 2022-04
SaaS • Legal • B2B
Centerbase is a customizable, cloud-based legal practice management platform that helps mid-sized law firms run core firm operations. It combines case/matter management, legal accounting (including trust accounting), billing and legal billing, timekeeping, document and workflow management, and custom reporting in a single SaaS product to modernize firms while retaining legacy system functionality. Centerbase targets legal professionals seeking a cloud-first practice management and billing solution for improved efficiency and firm-wide visibility.
🔥 3 hours ago
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51 - 200 employees
Founded 2014
☁️ SaaS
⚖️ Legal
🤝 B2B
💰 Debt financing on 2022-04
SaaS • Legal • B2B
Centerbase is a customizable, cloud-based legal practice management platform that helps mid-sized law firms run core firm operations. It combines case/matter management, legal accounting (including trust accounting), billing and legal billing, timekeeping, document and workflow management, and custom reporting in a single SaaS product to modernize firms while retaining legacy system functionality. Centerbase targets legal professionals seeking a cloud-first practice management and billing solution for improved efficiency and firm-wide visibility.
• Serve as the primary point of contact throughout implementation, owning the end-to-end customer experience from sales handoff through post-launch transition to customer success. • Lead project kickoff, milestone reviews, approvals, and launch preparation activities, keeping projects on schedule with clear ownership and documented next steps. • Provide guidance to customers on website goals, and SEO/AIO best practices; manage improvement projects for existing customers. • Coordinate cross-functionally with design, content, SEO, production, sales, operations, and customer experience teams to deliver accurate, high-quality work on time. • Collect and communicate key account, branding, and website requirements; track timelines, dependencies, risks, and blockers proactively. • Facilitate customer reviews and approvals, balancing customer preferences with SEO, usability, and accessibility best practices. • Address customer questions, concerns, and escalations in a timely manner; build relationships that support long-term satisfaction and retention. • Ensure customers are successfully onboarded to all purchased products and services, including applicable tools, dashboards, and marketing services. • Maintain accurate project documentation, account notes, and communication records in internal systems. • Identify customer feedback, product improvement opportunities, and process gaps; share insights with appropriate internal teams.
• Bachelor’s degree in Marketing, Business, Communications, or a related field, or equivalent professional experience. • 3–5 years of experience in project management, customer success, account management, implementation, or a related customer-facing role. • Proven ability to manage multiple projects simultaneously with strong attention to detail and organizational skills. • Strong customer communication skills — via Zoom, phone, and email — including the ability to lead meetings, present recommendations, outreach proactively, and manage expectations. • Comfortable working cross-functionally across creative, technical, marketing, sales, and customer-facing teams in a fast-paced environment. • Proactive, goal-oriented, and confident making decisions independently. • Preferred Qualifications • Familiarity with SEO/AIO, website strategy, digital marketing, branding, or user experience best practices is a plus. • Experience with project management tools (Taskray, Asana), CRM systems (Salesforce), website platforms (WordPress, Wix, Shopify), or digital marketing tools (GA4). • Legal industry experience is a plus.
• Flexible PTO • 2 Company-Wide Mental Health Days • Parental Leave Programs • 401(k) with Company Match • Broad Equity Participation
Apply Now🔥 3 hours ago
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