Serve as the primary point of contact for our clients, understanding their business objectives and using that knowledge to help them achieve their goals through the use of our platform.
Establish and maintain strong relationships with clients through virtual meetings, on-site visits, and attending industry events, ensuring their satisfaction and loyalty.
Develop and maintain a deep understanding of our platform, its capabilities, and its use cases.
Work closely with clients to understand their needs and requirements, and collaborate with internal teams to develop and deliver solutions that meet those needs.
Provide guidance and best practices to clients on how to leverage the platform to achieve their business objectives.
Proactively monitor client usage and identify opportunities for upselling or cross-selling of additional products and services.
Act as an advocate for clients internally, ensuring their needs are addressed and their feedback is heard.
Provide regular updates and reports to internal stakeholders on client health and usage.
Responsible for renewals, identifying upsell opportunities, training, and post-implementation solutioning.
Requirements
Bachelor's degree in Business Administration, Marketing, Communications, or related field.
5+ years of experience in customer success or account management in the technology industry, in the legal sector.
2+ years experience in legal and/or legal software.
Strong understanding of SaaS business models and software development lifecycles.
Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
Proven ability to manage complex projects and timelines, and to prioritize and multitask effectively.
Strong analytical and problem-solving skills, with the ability to identify and address customer needs and requirements.
Ability to work independently in a remote environment, with a high degree of self-motivation and self-discipline.
Benefits
Our platform automates manual processes—capturing, classifying, and integrating documents into existing case management systems—so law firms can focus on delivering exceptional client service, not administrative drudgery.
We embrace diversity and inclusion, encourage open dialogue, and value a growth mindset.
You'll be supported by a team that values innovation, curiosity, and personal development.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer successaccount managementSaaS business modelssoftware development lifecyclelegal software
Soft skills
communication skillsinterpersonal skillsrelationship buildingproject managementanalytical skillsproblem-solving skillsself-motivationself-discipline