Senior Client Success Manager

Posted 2 Hours Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
90K-110K Annually
Senior level
Legal Tech • Software
The Role
Serve as primary contact for strategic law firm clients to drive adoption, retention, and expansion. Lead QBRs, success planning, and cross-functional issue resolution. Provide guidance on billing, reporting, integrations, and document automation. Identify upsell opportunities, mentor a small team of Client Success Managers, and contribute to Client Success playbooks and scalable engagement programs.
Summary Generated by Built In

       

About LEAP
LEAP is the leading provider of Legal Practice Productivity Solutions in the world and is part of ATI – one of the largest international LegalTech companies. For more than 30 years, our curiosity and commitment to continual improvement has kept us reimagining productivity tools for lawyers and their staff to support our guiding purpose, to ‘Help lawyers who help people’. The market leading software we develop and support is used by more than 100,000 lawyers and their staff in small and medium sized law firms.

Working alongside our international team of passionate high achievers, you’ll join a fast-growing technology business where things seldom stay the same for long. With more than 1000 smart, caring and ambitious ‘LEAPsters’ working together across Australia, Canada, the United States, the United Kingdom, the Republic of Ireland, Poland and New Zealand, you’ll find yourself in good company here.

Meet the Client Success team

Our Client Success team is a group of proactive, relationship-driven professionals dedicated to ensuring our clients achieve measurable value from their LEAP investment. We’re trusted advisors, adoption champions, and strategic partners who turn satisfied clients into enthusiastic advocates.

You’ll partner with law firms to help them reach their goals, maximize efficiency through LEAP’s technology, and deepen engagement across the client lifecycle.

What you’ll do

Serve as the primary point of contact for strategic assigned firms, fostering trusted relationships with key stakeholders including firm owners, decision-makers, and LEAP champions and be responsible for maintaining excellent client relationships

Drive early adoption and long-term success through proactive outreach, regular check-ins, and strategic success planning.

Facilitate recurring business reviews (QBRs) and success check-ins to identify opportunities for increased usage, new integrations, or process automation.

Collaborate cross-functionally with Product, Support, and Training teams to resolve issues, share insights, and improve client experience.

Provide guidance on best practices for billing, reporting, accounting integrations (e.g., QBO, LEDES), and document automation workflows.

Identify and act on expansion and upsell opportunities based on client needs and usage patterns.

Lead and mentor a small team of Client Success Managers, providing coaching, development, and performance feedback to help them grow in their roles.

Contribute to the continuous improvement of Client Success programs, playbooks, and resources that drive scalable engagement across our portfolio.


Requirements

Previous people leadership experience or demonstrated ability to coach and mentor peers or junior team members.

Strong relationship-building and communication skills, with the ability to navigate complex client environments and influence outcomes.

Conflict management & resolution to prevent early churn or client escalations.

Knowledge of accounting and billing processes, including QuickBooks Online, bank reconciliation, LEDES billing, and trust accounting best practices.

Knowledge of Integrations and ability to upsell.

LEAP reporting.

Deliver high level of client interaction with exceptional oral and written communication.

Top candidates will have the ability to think on quickly on their feet and thrive in fast paced environments


Benefits
  • Medical, Dental and Vision Plans Available
  • Fully remote work
  • 401k with Company Matching Program
  • Virtual Staff Events
  • Employee Assistance Plans
  • Flexible Annual Leave
  • Company Shares Opportunity
  • Salary range $90k-110k dependent upon experience

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age. We look for the best person for the job.

Skills Required

  • Previous people leadership experience or demonstrated ability to coach and mentor peers or junior team members.
  • Strong relationship-building and communication skills, able to navigate complex client environments and influence outcomes.
  • Conflict management and resolution skills to prevent churn and handle escalations.
  • Knowledge of accounting and billing processes, including QuickBooks Online, bank reconciliation, LEDES billing, and trust accounting best practices.
  • Knowledge of integrations and ability to identify and act on upsell opportunities.
  • Familiarity with LEAP reporting and the LEAP product.
  • High level of client interaction with exceptional oral and written communication.
  • Ability to think quickly and thrive in fast-paced environments.
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The Company
HQ: Sydney
112 Employees
Year Founded: 1992

What We Do

LEAP practice management software has grown from the belief that it should be fast and easy for legal practitioners to manage matter documents, accounting and billing, so they can focus on practicing law. Today, LEAP is the world’s largest provider of legal practice management software for small firms; with clients across the United States, United Kingdom and Australia. Firms have relied on LEAP since 1992 for innovative and powerful software to simplify their workflow. We take this responsibility seriously and dedicate millions of dollars each year to product development. It’s resulted in benefits such as a cloud-based and mobile interface. This allows teams to access their LEAP data anywhere, anytime. In addition, over 13,000 automated forms and templates are regularly updated for all areas of law, and purpose-built for the United States’ federal and state jurisdictions. We’re obsessive about evolving LEAP with feedback from clients, so the software is easy to use and allows small firms to get more work done. Our goal is to empower small firms to make more money. After all, everything LEAP does is geared toward helping the attorneys who help people. Let the LEAP team become an extension of your practice, so you can focus on what you do best. Spend more time advising on the law!

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