Strategic Account 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

• You'll be the face of LEAP for our high-value clients, making sure they get genuine, measurable value from our software at every stage of their journey. • Own the end-to-end relationship for a portfolio of strategic accounts, from onboarding through renewal and beyond • Serve as a strategic advisor capable of discussing firm performance, operational workflows, financial processes, and business objectives • Build trusted, multi-level relationships with firm partners, practice managers, and day-to-day users • Run structured business reviews that connect what our software does to what each firm is trying to achieve • Lead customer adoption initiatives and organizational change efforts across your portfolio • Develop adoption strategies tailored to different user groups — from managing partners to legal assistants • Coordinate with implementation, training, support, and product teams to serve busy legal teams efficiently • Help firms successfully navigate process and technology changes with confidence • Partner with internal teams to support renewals and identify expansion opportunities grounded in real client value • Maintain strong customer retention and satisfaction outcomes across your portfolio • Surface opportunities for additional products, services, and strategic initiatives • Advocate for customer needs internally — you're the client's voice inside LEAP • Identify and proactively mitigate renewal risks before they become churn • Address stakeholder concerns early, before they become escalations • Develop executive-level recovery plans when accounts need to be turned around • Maintain accurate account health assessments and forecasting, and act early when the data tells you something's off

🎯 Requirements

• 5+ years in client success, account management, or a similar client-facing role, ideally in B2B SaaS • Experience with legal accounting — trust accounting, billing, and law firm financial workflows — and the ability to speak credibly with firm bookkeepers and finance staff • A track record of managing strategic or enterprise accounts and hitting retention targets • Confidence working with senior stakeholders — you can hold a commercial conversation with a managing partner and a workflow conversation with a legal assistant, on the same day • Strong command of adoption and health metrics, and the judgement to know which numbers matter • Clear, warm communication — in writing, in meetings, and when the news isn't easy • Curiosity about the legal industry; experience in LegalTech or professional services is a plus, not a prerequisite

🏖️ Benefits

• Health Care Plan (Medical, Dental & Vision) • Retirement Plan (401k, IRA) • Life Insurance (Basic, Voluntary & AD&D) • Paid Time Off (Vacation, Sick & Public Holidays) • Family Leave (Maternity, Paternity) • Short Term & Long Term Disability • Training & Development • Work From Home • Wellness Resources