Senior Customer Success Manager

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Logo of SurePoint Technologies

SurePoint Technologies

51 - 200 employees

Founded 1983

💼 Consulting

⚖️ Legal

🤖 Artificial Intelligence

💰 Private Equity Round on 2018-05

Consulting • Legal • Artificial Intelligence

SurePoint Technologies is a leading provider of innovative legal software solutions tailored for mid-sized law firms. The company offers a comprehensive suite of tools, including practice management, financial management, business intelligence, client relationship management, and payment services. SurePoint's solutions are designed to empower legal professionals to enhance workflows, increase profitability, and make data-driven decisions. With its acquisition of Leopard Solutions, SurePoint also integrates financial and people intelligence into its offerings. Trusted by over 100,000 legal professionals, SurePoint Technologies stands out for its expertise, innovation, and commitment to improving the business of law through advanced legal management systems.

📋 Description

• Lead strategic relationships with high-value and complex customer accounts • Develop and execute customer success plans aligned with customer goals, adoption objectives, and retention strategies • Conduct executive business reviews, workshops, process assessments, and strategic planning sessions • Monitor customer health indicators, adoption metrics, business outcomes, and satisfaction trends • Develop account strategies to improve retention, expand product adoption, and support renewals, upsell, cross-sell, and professional services growth • Serve as the primary escalation point for complex customer issues and coordinate cross-functional resolution • Partner with Account Managers, Product, Operations, Support, and Implementation teams • Gather and synthesize customer feedback, market trends, and business requirements to influence product and service improvements • Identify recurring customer challenges and recommend scalable solutions and best practices • Mentor and support Customer Success Managers through coaching, onboarding, and development efforts • Contribute to customer success methodologies, playbooks, reporting, and operational processes • Maintain expertise in industry trends, competitive offerings, and customer business environments

🎯 Requirements

• 6+ years of experience in customer success, account management, consulting, training, sales, or related customer-facing roles • Strong business acumen and ability to align software solutions with customer operational and strategic objectives • Outstanding communication, presentation, negotiation, and relationship-building skills • Strong analytical and problem-solving skills • Ability to interpret customer data and translate insights into action • Ability to influence and collaborate effectively across all organizational levels without direct authority • Proficiency with Salesforce and customer success, sales, and operational reporting tools • Ability to manage multiple priorities in a fast-paced environment while maintaining a customer-first mindset • Travel to client locations as needed for strategic meetings, business reviews, and relationship-building activities

🏖️ Benefits

• Health Insurance (medical, dental, vision) • Flexible Spending Accounts • Life, Short-term and Long-term Disability Insurance (employer paid) • Health Savings Accounts • Wellbeing Benefits • 401K (immediately vested, employer match) • Paid Time Off (Flexible PTO, holidays) • Employee Assistance Program • Summer Flex Fridays • Fully remote work

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