
Director of Client Success
LEAP Wealth
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • Canada
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Salary
💰 CA$100,000 - CA$140,000 per year
Job Level
Tech Stack
About the role
- Manage, lead, and mentor the Client Success team
- Oversee processes for minimizing churn, managing client risk, and driving product value, ensuring retention revenue growth and satisfaction
- Develop and maintain deep expertise in LEAP, including legal content, AI capabilities, and integrated partner solutions
- Understand the LEAP product ethos, value proposition, and position in the marketplace, confidently communicating this to clients and external stakeholders
- Work with varying departments to implement, test, and measure initiatives and product updates aimed at improving adoption, client experience, and retention
- Educate and empower clients on LEAP’s innovative features through client webinars, newsletters, and best practice initiatives, driving early adoption, efficiency, and productivity
- Identify at-risk clients using health indicators, usage data, and engagement signals, and lead proactive intervention strategies to mitigate churn
- Serve as the senior escalation lead for high-risk client situations, guiding de-escalation, coordinating cross-functional efforts, and protecting client relationships and retention
- Provide structured feedback to LEAP teams on client needs, trends, and pain points, and lead cross-departmental collaboration to resolve issues
- Measure, analyze, and report on client product adoption KPIs, engagement metrics, and success outcomes
- Maintain regular client engagement processes throughout the lifecycle, ensuring clients are maximizing LEAP’s capabilities and implementing success strategies where adoption is low
- Recruit, onboard, and develop new members for the Client Success team
Requirements
- 5+ years of experience in a similar client-facing role with a technology company
- Experienced seasoned manager with outstanding leadership, mentoring, and recruiting skills
- Ability to leverage data to inform and support critical decisions
- Familiarity with dealing with client conflict in a positive manner
- Exceptional organizational skills and self-discipline
- Positive and professional attitude
- Ability to leverage cross-functional business and technical resources to provide timely issue resolution
- An aptitude for quick learning
- An in-depth knowledge of the latest versions of Word, Excel and Outlook
- Superb communication skills, both written and verbal
- A passion for technology
- Preferred (but not required):
- An understanding of Legal Accounting rules and bookkeeping
- Familiarity with Gainsight and Tableau
- Knowledge of QuickBooks and/or Xero
- A thorough understanding of varying law firms' culture and expectations
Benefits
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Applicant Tracking System Keywords
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Hard Skills & Tools
client product adoptionengagement metricsKPI measurementdata analysisconflict resolutionlegal accountingbookkeeping
Soft Skills
leadershipmentoringrecruitingorganizational skillsself-disciplinecommunication skillspositive attitudequick learning