Client Success Manager

Lexitas

Client Success Manager responsible for relationship management and business development in legal services industry. Drive revenue growth and client satisfaction through tailored solutions and consultative sales.

Posted 7/27/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Build and maintain strong relationships with assigned client accounts to drive retention and satisfaction
Identify and pursue new business opportunities, including "copy side" targets within key markets
Conduct in-person and virtual meetings, demos, and presentations to promote services and solutions
Execute outbound sales efforts including cold calling, email campaigns, networking, and events
Cross-sell and upsell services within existing accounts to maximize revenue growth
Continuously build and maintain a robust sales pipeline through referrals, associations, and lead generation
Track all client interactions and opportunities in CRM (e.g., Salesforce, RB9, Commence)
Achieve and exceed monthly and quarterly revenue and activity targets
Collaborate with internal teams (sales, operations, marketing) to execute strategic account plans
Provide accurate sales forecasting and pipeline reporting to leadership
Stay informed on industry trends and competitor activity to identify growth opportunities
Ensure compliance with HIPAA regulations and all company policies regarding confidential data
Serve as the main point of contact for client needs, issues, and service improvements

Requirements

What you’ll need

Bachelor's degree in Business, Marketing, or a related field preferred
6+ years of experience in sales, account management, or client success roles
Demonstrated success in meeting or exceeding revenue and sales targets
Experience in legal services (court reporting, legal videography, records retrieval) strongly preferred
Experience in multi-functional or multi-geographic environments a plus
Proven ability to manage and optimize sales processes from prospecting to close
Proven ability to build trust and long-term relationships with clients at all organizational levels
Strong sales acumen with experience in B2B, consultative, and telephone-based selling
Excellent communication, presentation, and negotiation skills
Strategic mindset with a proactive approach to identifying growth opportunities
High level of organization, time management, and attention to detail
Ability to manage multiple priorities in a fast-paced, metrics-driven environment
Comfort working independently while collaborating effectively across teams
Proficiency with CRM systems and Microsoft Office tools
Willingness to travel for client meetings, networking, and industry events
Commitment to delivering exceptional customer service and representing company core values.

Benefits

Comp & perks

fully equipped home office setup, including a company-issued laptop