Hybrid Customer Success Manager

at InfoTrack US

• Job title: Customer Success Manager
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $66,960 - $83,700 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, San Francisco, United States

About the role

• Customer Success Manager responsible for building client relationships and expanding product usage. Driving revenue growth in the legal tech space at One Legal as part of a hybrid team.

Responsibilities

• Serve as the lead point of contact for your assigned accounts, providing exceptional customer service and building strong, long-lasting relationships.
• Conduct informational product demos and training to identify opportunities to expand product usage and increase customer retention.
• Collaborate with the sales team to identify and grow opportunities within the client base, utilizing your sales disposition and high activity level.
• Forecast and track key account metrics, prepare reports on account status, and proactively prevent customer churn.
• Assist with challenging client requests or issue escalations as needed, demonstrating high impact communication and problem-solving skills.
• Attend tradeshows organized by the marketing team, representing One Legal and showcasing our solutions to potential clients.
• This is a hybrid role based in our San Francisco office, with regular in-office presence required three days a week

Requirements

• 2-3 years as a B2B Account Executive or similar, selling software to professional services buyers.
• Proven experience in SALES and customer success, account management or relationship sales role, with a track record of achieving sales targets and sustaining client satisfaction.
• Knowledge of the legal and conveyancing process is a plus, with experience in a similar role or within the legal technology industry preferred.
• A consistent record of over-achievement versus targets and maintaining a healthy sales pipeline.
• Good understanding of the consultative sales approach and appreciation of the value of building trust-based relationships with your prospects.
• You're a confident communicator and skilled presenter. You enjoy delivering live product demonstrations via video conferencing.
• You're technically adept and experienced with web technologies. Ideally, you've previously worked selling SaaS solutions.
• Familiarity with the main tools and tactics of selling. You've used a CRM to track and manage your work (ideally Salesforce).

Benefits

• Flexibility. Work from home, an office, or a mixture of the two—wherever you're happiest and able to do your best work.
• Excellent health, dental, and vision plans, 401k match, 20 days of paid time off, plus more competitive benefits.
• Work with a knowledgeable, high-achieving, experienced, and fun team.
• Be part of a culture obsessive about learning, development, and career growth.
• Learn more about life at InfoTrack on our website.