LEAP Wealth

Sales

• Develop a deep understanding of the legal tech market and how our innovative software disrupts it
• Ensure proper policies and processes are followed within the team
• Devise effective territory and marketing strategies, and collaborate with leadership as needed
• Maintain proper and accurate forecasting
• Develop a deep understanding of your pipeline, and assist/coach on individual opportunities to ensure maximum success and closing rates
• Assist in sales calls and onsite visits as needed
• Recruiting and leading Business Development Professionals to achieve sales goals
• Coach, lead, and develop the team to ensure everyone meets their full potential
• Ensure and keep a strong employee morale on your team, and maintain strong teamwork within the sales organization
• Participate in industry or promotional events (e.g. trade shows) as needed

Regional Sales Manager

Product Adoption Specialist

• Act as a key point of contact for law firms adopting LEAP’s AI solutions, guiding them from initial onboarding through to long-term success and meaningful usage.
• Lead training sessions and hands-on enablement to ensure firms are confident in using our AI tools, helping them integrate these capabilities into their day-to-day workflows.
• Drive adoption by identifying opportunities to deepen usage, introducing new features, and supporting firms in getting the most value from LEAP’s AI capabilities.
• Build strong, trusted relationships with clients by understanding their needs, workflows, and challenges while positioning yourself as a go-to advisor on how to best leverage our technology.
• Gather and translate client feedback into clear, actionable insights, working closely with Product, Development, and other internal teams to inform ongoing enhancements and innovation.
• Monitor engagement and usage trends to proactively identify risks or opportunities, ensuring clients remain successful and continue to see value in the platform.
• Support growth initiatives by uncovering opportunities to expand usage of LEAP’s solutions across firms and practice areas.
• Collaborate cross-functionally to refine training materials, onboarding processes, and adoption strategies as our AI offerings evolve.

AI Adoption Specialist

Business Development Rep

• Sell LEAP Software and achieve required revenue quota
• This includes performing webinar demonstrations and sales presentations, following-up/following-through on all required tasks, e-mails, and activities required to have a successful outcome for as many opportunities as possible
• Manage Territory
• Develop a sales strategy for the assigned geographical territory
• Maintain a business plan quarterly, with goals and KPI tracking for territory
• Ensure BDR is aligned, and develop synergy and great teamwork with BDR team
• Align with the customers that will help us connect further with more firms
• Ongoing Training
• Be open to coaching and feedback, and use available tools such as Gong, to continually improve
• Maintain strong product knowledge, and attend continual training
• Use available sales assets while working through sales process
• Prospect in territory as needed, take responsibility for top-of-funnel growth in pipeline
• Manage your pipeline properly on Salesforce CRM, keeping tasks and information up-to-date, and coordinating with all staff in-house and at prospect firm, to ensure we do everything we can to win a deal
• Negotiate properly to achieve best sales price, and offer incentives as required
• Achieve highest possible closing% for all leads
• Coordinate and involve other team members and management as needed
• Provide forecasting, and update all fields as needed to help maintain accurate pipeline

Business Development Manager

Analyst

• Review bank statements and other financial documents when extraction tools encounter edge cases
• Correct errors and validate running balances
• Make sure the data lawyers rely on is accurate
• Collaborate with team members to improve internal tools, accuracy, efficiency and automation
• Identify recurring patterns and suggest improvements to products and processes
• Create documentation and resources for internal tools and data extraction processes
• Provide wider support to the development team where needed

Junior Data Quality Analyst

Graphics Designer

• Plan, shoot and edit high quality video content
• Produce both long form (interviews, webinars, brand films) and short form (social, paid ads, reels) content
• Take ownership of production quality, including lighting, sound and composition
• Develop creative concepts, scripts and storyboards
• Continuously explore new formats and approaches to video storytelling
• Create visually engaging assets across all channels
• Design for web, social media, email, presentations, print and campaigns
• Maintain and evolve brand consistency across all touchpoints
• Confidently use tools such as Adobe Creative Suite, with Canva as a useful addition where appropriate
• Think beyond the brief challenge ideas and elevate creative output
• Proactively come up with new concepts, formats and campaign ideas
• Contribute to creative direction and brand development
• Work closely with marketing to bring campaigns to life
• Collaborate with the wider marketing team on strategy and execution
• Support product launches, events and ongoing campaigns
• Deliver work at pace while maintaining high creative standards

Graphic Designer

• Develop pipeline through your network, cold outreach and through warm introductions and referrals.
• Guide prospects through their buying journey from initial discussion to contract signature.
• Master and confidently demonstrate the benefits of LEAP to opportunities either in person or online (3+ user target market only)
• Master the LEAP demonstration
• Monitor and report on activities and KPIs using Salesforce
• Work with our post sales delivery teams to ensure a smooth handover and onboarding for new clients.
• Execute independent and joint activity plans to ensure commercial success in the region.
• Attend conferences, roadshows, exhibitions and events, networking with existing clients and prospective clients within the legal sector.

Customer Success Manager

• Become a product expert by developing and maintaining an outstanding knowledge of LEAP Software, including legal content and partner software
• Understand the LEAP product ethos and where it sits in the marketplace, and be willing to communicate this to external parties
• Provide information to LEAP support staff about client needs and lead issue resolution cross-departmentally.
• Work with cross-functional teams to implement, test, and measure initiatives and product updates to improve adoption and reduce churn
• Measure and report on client on-boarding & product adoption KPI's
• Act as the voice of our clients - identify trends and gaps based on communication and feedback from clients
• Contact clients regularly throughout their life with LEAP, ensuring they are using LEAP to its potential, devising and implementing strategies where they are not doing so
• Demonstrate the continued value and software development to existing clients through webinars and tutorials
• Focus on key clients via meetings and providing clear communication about the value of LEAP

Client Success Manager

IT Support

• Providing excellent client support and issue resolution via email, phone, and live chat
• Learning, maintaining, and applying a high level of knowledge of the key functions of LEAP products
• Working efficiently and effectively to achieve and exceed Key Performance Indicators
• Proactively improving LEAP's self-support centre by developing better self-help material (written how-to articles, demo videos, etc)
• Building productive client relationships and high client satisfaction

Helpdesk Technician

Marketing

• Assist with the creation and scheduling of email marketing campaigns.
• Support social media content creation and posting across various platforms.
• Help monitor and analyze campaign metrics to evaluate effectiveness.
• Conduct market research to identify trends and opportunities.
• Collaborate with the marketing team on various projects and initiatives.
• Contribute creatively to brainstorming sessions.

Marketing Intern

• Providing excellent client support and issue resolution via email, phone, and live chat.
• Learning, maintaining, and applying a high level of knowledge of the key functions of LEAP products.
• Working efficiently and effectively to achieve and exceed Key Performance Indicators.
• Proactively improving LEAP's self-support centre by developing better self-help material (written how-to articles, demo videos, etc).
• Building productive client relationships and high client satisfaction.

Recruitment

• Oversee the entire hiring process for roles across every team at LEAP.
• Partner with both technical and non-technical hiring managers.
• Help develop processes that focus on hiring the best talent in the market.
• Discover and quantify new talent pools and sourcing channels.
• Assist with managing Workable configurations and automate a streamlined hiring process.
• Support HR & Recruitment projects such as ATS implementation, employer branding, and onboarding optimisation.

Regional Sales Manager

AI Adoption Specialist

Business Development Manager

Junior Data Quality Analyst

Graphic Designer

Business Development Manager

Client Success Manager

Helpdesk Technician

Marketing Intern

Helpdesk Technician

Talent Acquisition Partner