Client Success Manager – Law Firms

This is a fully remote position, open to applicants in United States.

📋 Description

• Maintain a consistent engagement schedule according to account tier, which includes proactive outreach, performance evaluations, and discussions on expansion.

• Develop multi-faceted relationships with legal, operational, and administrative stakeholders.

• Promote organic growth by acquiring new users and establishing new office, branch, or claim locations within current accounts.

• Ensure account strategies feature clear paths for expansion, enablement plans, and commitments for next steps.

• Provide onboarding training and oversee adoption milestones associated with new carrier launches or relaunches.

• Enhance product utilization within scope and boost client satisfaction.

• Recognize cross-selling opportunities for Field Sales and ancillary services within designated clients.

• Perform weekly audits of portfolio health and risk, reviews of enablement progress, and strategies for expansion.

• Conduct monthly segment business reviews that address GRR/NRR, adoption indicators, organic growth results, and field outcomes.

• Facilitate quarterly QBR/EBR sessions for priority accounts, account plans, and joint field initiatives.

• Uphold meticulous CRM practices and maintain accurate, actionable segment scorecards.

⛳️ Requirements

• Bachelor’s degree or equivalent experience.

• Over 5 years of experience in sales or client growth leadership.

• Preferably experience in fields such as legal, insurance, or records/health-information services.

• Strong analytical skills and operational rigor.

• Capability to manage GRR/NRR, adoption metrics, pipeline metrics, and CRM reporting.

• Proficiency in Salesforce is preferred.

• Must be eligible to work without employment sponsorship.

• May be required to undergo post-offer health screenings and provide or complete vaccinations, including flu shots, Tdap, and COVID-19, in accordance with client requirements.

🏝️ Benefits

• Comprehensive total rewards strategy.

• Support for post-offer health screenings and vaccination requirements as applicable.

• Reasonable accommodations for individuals with physical and mental disabilities.

• Equal Employment Opportunity workplace.

• Voluntary anonymous demographic questions that do not impact the application or hiring process.