Client Success Manager

🕒 July 27

🇺🇸 United States – Remote

💵 $75k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Lead onboarding, implementation, and ongoing success of enterprise accounts • Serve as the primary post-sales project manager • Ensure seamless transition from sales into implementation and long-term account support • Manage complex onboarding initiatives and coordinate cross-functional activities • Drive accountability and successful client outcomes throughout the customer lifecycle • Build and maintain relationships with assigned client accounts to drive retention and satisfaction • Identify and pursue new business opportunities, including “copy side” targets • Conduct in-person and virtual meetings, demos, and presentations • Execute outbound sales efforts through cold calling, email campaigns, networking, and events • Cross-sell and upsell services within existing accounts • Build and maintain a sales pipeline through referrals, associations, and lead generation • Track client interactions and opportunities in CRM systems • Achieve and exceed monthly and quarterly revenue and activity targets • Collaborate with sales, operations, and marketing on strategic account plans • Provide sales forecasting and pipeline reporting to leadership • Monitor industry trends and competitor activity • Ensure compliance with HIPAA regulations and company policies regarding confidential data • Serve as the main point of contact for client needs, issues, and service improvements • Occasional travel for client meetings, networking, and industry events

🎯 Requirements

• Strong project management, organization, critical thinking, and communication skills • Ability to manage multiple priorities in a fast-paced, metrics-driven environment • Proficiency in Salesforce.com, PowerPoint, Excel, CRM systems, and Microsoft Office tools • Experience using SharePoint strongly preferred • Experience with Monday.com or similar project management platforms strongly preferred • Proven ability to build trust and long-term client relationships • Strong B2B, consultative, and telephone-based selling experience • Excellent communication, presentation, and negotiation skills • Strategic, proactive approach to identifying growth opportunities • High level of organization, time management, and attention to detail • Ability to work independently and collaborate across teams • Willingness to travel for client meetings, networking, and industry events • 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 meeting or exceeding revenue and sales targets • Legal services experience strongly preferred • Experience in multi-functional or multi-geographic environments a plus • Proven ability to manage and optimize sales processes from prospecting to close • Ability to effectively present information and respond to questions from customers whose first language is English • Occasional travel required

🏖️ Benefits

• Full-time remote position • Fully equipped home office setup • Company-issued laptop • Occasional travel opportunities