Senior Client Success Manager

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LEAP Wealth

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

⚡ Productivity

SaaS • Productivity

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

• Serve as the primary point of contact for strategic assigned firms, fostering trusted relationships with key stakeholders including firm owners, decision-makers, and LEAP champions and be responsible for maintaining excellent client relationships • Drive early adoption and long-term success through proactive outreach, regular check-ins, and strategic success planning. • Facilitate recurring business reviews (QBRs) and success check-ins to identify opportunities for increased usage, new integrations, or process automation. • Collaborate cross-functionally with Product, Support, and Training teams to resolve issues, share insights, and improve client experience. • Provide guidance on best practices for billing, reporting, accounting integrations (e.g., QBO, LEDES), and document automation workflows. • Identify and act on expansion and upsell opportunities based on client needs and usage patterns. • Lead and mentor a small team of Client Success Managers, providing coaching, development, and performance feedback to help them grow in their roles. • Contribute to the continuous improvement of Client Success programs, playbooks, and resources that drive scalable engagement across our portfolio.

🎯 Requirements

• Previous people leadership experience or demonstrated ability to coach and mentor peers or junior team members. • Strong relationship-building and communication skills, with the ability to navigate complex client environments and influence outcomes. • Conflict management & resolution to prevent early churn or client escalations. • Knowledge of accounting and billing processes, including QuickBooks Online, bank reconciliation, LEDES billing, and trust accounting best practices. • Knowledge of Integrations and ability to upsell. • LEAP reporting. • Deliver high level of client interaction with exceptional oral and written communication. • Top candidates will have the ability to think on quickly on their feet and thrive in fast paced environments

🏖️ 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