LEAP Wealth

Director of Client Success

LEAP Wealth

full-time

Posted on:

Location Type: Hybrid

Location: TorontoCanada

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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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client product adoptionengagement metricsKPI measurementdata analysisconflict resolutionlegal accountingbookkeeping
Soft Skills
leadershipmentoringrecruitingorganizational skillsself-disciplinecommunication skillspositive attitudequick learning