Customer Success Manager
InfoTrack US
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • United States
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Salary
💰 $66,960 - $83,700 per year
About the role
- Serve as the lead point of contact for your assigned accounts, providing exceptional customer service and building strong, long-lasting relationships.
- Conduct informational product demos and training to identify opportunities to expand product usage and increase customer retention.
- Collaborate with the sales team to identify and grow opportunities within the client base, utilizing your sales disposition and high activity level.
- Forecast and track key account metrics, prepare reports on account status, and proactively prevent customer churn.
- Assist with challenging client requests or issue escalations as needed, demonstrating high impact communication and problem-solving skills.
- Attend tradeshows organized by the marketing team, representing One Legal and showcasing our solutions to potential clients.
- This is a hybrid role based in our San Francisco office, with regular in-office presence required three days a week
Requirements
- 2-3 years as a B2B Account Executive or similar, selling software to professional services buyers.
- Proven experience in SALES and customer success, account management or relationship sales role, with a track record of achieving sales targets and sustaining client satisfaction.
- Knowledge of the legal and conveyancing process is a plus, with experience in a similar role or within the legal technology industry preferred.
- A consistent record of over-achievement versus targets and maintaining a healthy sales pipeline.
- Good understanding of the consultative sales approach and appreciation of the value of building trust-based relationships with your prospects.
- You're a confident communicator and skilled presenter. You enjoy delivering live product demonstrations via video conferencing.
- You're technically adept and experienced with web technologies. Ideally, you've previously worked selling SaaS solutions.
- Familiarity with the main tools and tactics of selling. You've used a CRM to track and manage your work (ideally Salesforce).
Benefits
- Flexibility. Work from home, an office, or a mixture of the two—wherever you're happiest and able to do your best work.
- Excellent health, dental, and vision plans, 401k match, 20 days of paid time off, plus more competitive benefits.
- Work with a knowledgeable, high-achieving, experienced, and fun team.
- Be part of a culture obsessive about learning, development, and career growth.
- Learn more about life at InfoTrack on our website.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
B2B salesaccount managementcustomer successconsultative salesSaaS solutionssales pipeline managementproduct demonstrationsreport preparationproblem-solvingcustomer retention
Soft Skills
communicationrelationship buildingpresentation skillscustomer servicecollaborationtrust-buildinghigh activity leveladaptabilityconflict resolutionproactive approach