Client Success Manager (San Francisco)

Join the team transforming how clients succeed with legal technology.
Hey, thanks so much for joining us! We totally get how exhausting job hunting can be, so let's dive right in and share what we've got for you.
Who We Are and What We Offer at Nextpoint Nextpoint delivers transformative software and services for all law-kind. Our award-winning team is 100% focused on making it simple, fluid, and affordable for law firms of all sizes to win the day, with streamlined ediscovery workflows, simplified case management, and best-in-class security at every point. Our secure, cloud-based solution lets teams begin document review in minutes with powerful data analytics tools, a user-friendly interface and collaborative access from anywhere. Innovative case prep and presentation features exceed expectations of what smart eLaw software can do.
We're problem solvers, simplifiers, and challenge seekers, all united by a shared goal: fostering a happy workplace and delivering great results for our clients. At Nextpoint, we value innovation, creativity, diversity, and initiative, thriving in a tech-forward environment where our team enjoys coming to work. If you thrive in a relaxed, informal setting and love taking on new challenges, Nextpoint is the perfect place for you to grow and be rewarded.
Where and how you can work Ravenswood is home to our headquarters in Chicago, Illinois, but we are thrilled to expand to the Bay Area with the opening of an extension of our headquarters in San Francisco! As a flexible-first organization, this role requires the Customer Success Manager to be onsite at the office or meeting with clients two-three days a week
What you'd be doing in this role As a Customer Success Manager at Nextpoint, you'll be the main point of contact for a portfolio of our existing customers, making sure they get the most out of our platform and services. Your role is all about helping customers fully engage with what we offer, see real value from their investment, and become advocates for us-both by expanding their accounts internally and through referrals externally.
Think of yourself as the "link" for the customer relationship. Throughout the year, you'll stay looped in with key stakeholders' priorities, keep communication flowing regularly, and bring in the right internal experts when needed.
Account retention and growth are crucial to Nextpoint's success, and your goal is to create lasting relationships that result in high renewal rates, increased user licenses, more services revenue, and positive feedback like testimonials and referrals. Your mission: keep our customers happy and come back for more!
The impact you'll make

• Renew Subscription Agreements: You'll spearhead the renewing of annual subscriptions for accounts in your assigned territory, keeping clients engaged with our services year after year.
• Grow Revenue with Existing Accounts: You'll find ways to increase revenue by getting current users more engaged, identifying new users, and spotting opportunities for professional services.
• Share Nextpoint's Value: You'll communicate how Nextpoint's solutions can help solve client challenges, making sure they understand the value we bring to the table.
• Lead Demos & Close Deals: You'll take clients through product demos, prepare proposals, and finalize sales agreements to ensure smooth transitions and happy customers.
• Keep Client Engagement High: You'll stay in regular contact with your clients, holding meetings, calls, and check-ins to ensure they're getting the most out of Nextpoint.
• Stay Organized & Report Progress: You'll track your pipeline, accurately forecast revenue, and keep everything updated in our CRM to stay on top of your goals.
• Collaborate with Teams: You'll work with Sales, Marketing, Services, and Product teams to ensure a seamless experience for clients from start to finish.
• Improve Processes: You'll look for ways to innovate and streamline account management processes, making everything run more smoothly and efficiently.
• Hit Your Targets: You'll focus on meeting and exceeding your quarterly revenue goals, playing a big part in Nextpoint's overall success.
• Travel When Needed: You'll have the chance to travel occasionally, whether to the office for team events or to meet clients on-site and strengthen relationships.

Your expertise

• You've got a degree in Business, Marketing, Communications, -or you've achieved the experience to back it up.
• You've spent at least 2 years working in sales, marketing, project management, client success, or leadership, and you've proven you can get the job done.
• You're passionate about SaaS and want to make a difference in the industry.
• You're the type of person who's resourceful, driven, and always focused on getting results. You've got a track record of closing deals and beating your targets.
• You're open to feedback-whether giving it or getting it-and you're comfortable delegating tasks when needed.
• Communication is one of your strengths, and you know how to explain things clearly and connect with people.
• You've worked in complex solution selling before, especially when it involves a mix of software and services.
• You've got a good head for business and understand how to match client needs with what we offer.
• You're familiar with Salesforce and use it to stay organized and keep yourself on track.
• You're authorized to work in the U.S. and don't mind traveling when necessary, whether it's for events at our Chicago HQ or to meet with clients on-site.

What we bring to the table besides salary

• Competitive pay that matches your experience
• Flexible hybrid schedule (2-3 days in-person)
• PPO Health Plan, plus Dental and Vision coverage
• FSA options for health, dependents, and transit
• Generous PTO, paid holidays, and extra perks like flexible summer hours, quarterly mental health days, and floating holidays
• Annual professional development stipend to keep growing
• Monthly flexible benefit stipend to spend on what matters to you
• 401k plan with matching
• Free lunch in the office Monday through Wednesday, plus a stocked kitchen and bar!
• And more good stuff!
• Most importantly, we offer a psychologically safe and inclusive environment where everyone feels welcome and supported.

Don't just take our word for it that we're awesome!

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• Glassdoor
• G2
• Capterra
• Nextpoint Culture

Equal Opportunity Employer
Nextpoint is an equal opportunity employer. We strive to foster a diverse workplace, actively seeking to recruit, retain and promote people of color and LBGTQ+ candidates. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you are interested in our company we encourage you to apply even if you do not see an applicable job description, as we are growing fast and are always on the lookout for high performing, curious, entrepreneurial-minded individuals to join our team!