Client Success Manager

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Lexitas

WebsiteLinkedInAll Job Openings

501 - 1000 employees

⚖️ Legal

☁️ SaaS

🤝 B2B

💰 Debt financing on 2016-10

Legal • SaaS • B2B

Lexitas is a technology-enabled legal services firm that provides scalable litigation support and legal staffing to law firms, insurance companies, and corporate legal departments. Its core services include court reporting, transcription, record retrieval, process service, document review, trial services, alternative dispute resolution, and legal talent solutions. Lexitas also develops SaaS products and AI-enabled tools (e. g. , Deposition Insights™, Record Insights®, eLaw® Case Tracking, LegalView, LexitasOne™, LexitasConnect™) to streamline case management, generate AI-assisted summaries and chronologies, and support remote proceedings. The company positions itself as a single-source provider combining professional litigation support with secure legal technology and dedicated account management.

📋 Description

• Build and maintain strong relationships with assigned client accounts to drive retention and satisfaction • Identify and pursue new business opportunities, including "copy side" targets within key markets • Conduct in-person and virtual meetings, demos, and presentations to promote services and solutions • Execute outbound sales efforts including cold calling, email campaigns, networking, and events • Cross-sell and upsell services within existing accounts to maximize revenue growth • Continuously build and maintain a robust sales pipeline through referrals, associations, and lead generation • Track all client interactions and opportunities in CRM (e.g., Salesforce, RB9, Commence) • Achieve and exceed monthly and quarterly revenue and activity targets • Collaborate with internal teams (sales, operations, marketing) to execute strategic account plans • Provide accurate sales forecasting and pipeline reporting to leadership • Stay informed on industry trends and competitor activity to identify growth opportunities • Ensure compliance with HIPAA regulations and all company policies regarding confidential data • Serve as the main point of contact for client needs, issues, and service improvements

🎯 Requirements

• Bachelor's degree in Business, Marketing, or a related field preferred • 6+ years of experience in sales, account management, or client success roles • Demonstrated success in meeting or exceeding revenue and sales targets • Experience in legal services (court reporting, legal videography, records retrieval) strongly preferred • Experience in multi-functional or multi-geographic environments a plus • Proven ability to manage and optimize sales processes from prospecting to close • Proven ability to build trust and long-term relationships with clients at all organizational levels • Strong sales acumen with experience in B2B, consultative, and telephone-based selling • Excellent communication, presentation, and negotiation skills • Strategic mindset with a proactive approach to identifying growth opportunities • High level of organization, time management, and attention to detail • Ability to manage multiple priorities in a fast-paced, metrics-driven environment • Comfort working independently while collaborating effectively across teams • Proficiency with CRM systems and Microsoft Office tools • Willingness to travel for client meetings, networking, and industry events • Commitment to delivering exceptional customer service and representing company core values.

🏖️ Benefits

• fully equipped home office setup, including a company-issued laptop