Client Success Manager

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LEAP Wealth

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

⚖️ Legal

💼 Consulting

☁️ SaaS

Legal • Consulting • SaaS

LEAP Wealth is a global leader in providing cloud-based legal practice productivity solutions. With over 30 years of innovation, LEAP offers technology solutions specifically designed for law firms, enabling them to enhance productivity and efficiency with a comprehensive suite of tools. Supporting the needs of law firms in multiple countries, LEAP helps legal professionals streamline their operations, thus improving their business and service to the community.

📋 Description

• Become a product expert by developing and maintaining an outstanding knowledge of LEAP Software, including legal content and partner software • Understand the LEAP product ethos and where it sits in the marketplace, and be willing to communicate this to external parties • Provide information to LEAP support staff about client needs and lead issue resolution cross-departmentally. • Work with cross-functional teams to implement, test, and measure initiatives and product updates to improve adoption and reduce churn • Measure and report on client on-boarding & product adoption KPI's • Act as the voice of our clients - identify trends and gaps based on communication and feedback from clients • Contact clients regularly throughout their life with LEAP, ensuring they are using LEAP to its potential, devising and implementing strategies where they are not doing so • Demonstrate the continued value and software development to existing clients through webinars and tutorials • Focus on key clients via meetings and providing clear communication about the value of LEAP

🎯 Requirements

• 2+ years’ experience in a client facing role with a technology company or Legal background • Exceptional organizational skills and self-discipline • Ability to leverage cross functional business and technical resources to provide timely issue resolution • A thorough understanding of varying law firm’s culture and expectations • LEAP certification, or an aptitude for quick learning • An in-depth knowledge of the latest versions of Word, Excel and Outlook • Ability to leverage data to inform and support critical decisions • Familiarity with dealing with client conflict and frustrations in a positive manner • Additional qualities that would be nice to have: • An extensive understanding of Legal Accounting rules and bookkeeping • Knowledge of QuickBooks, Xero, Gainsight and/or Salesforce

🏖️ Benefits

• Medical, Dental and Vision Plans Available • Fully remote work • 401k with Company Matching Program • Virtual Staff Events • Employee Assistance Plans • Flexible Annual Leave • Company Shares Opportunity