Onboarding Customer Success Manager supporting legal industry clients to drive retention and product adoption. Collaborating with sales for upselling and ensuring client satisfaction through successful onboarding.
Responsibilities
Serve as the primary point of contact for a portfolio of legal industry clients
Develop strategic relationships
Act as a consultative advisor
Use Gainsight daily to monitor health scores, automate workflows, log activities, and manage proactive engagement and risk alerts for accounts with churn or low engagement risks.
Ensure smooth product adoption tailored to legal workflows and compliance requirements.
Manage renewals, identify upsell and cross-sell opportunities and drive account growth.
Advocate internally for client needs
Conduct regular business reviews (QBRs) to demonstrate ROI and adoption
Maintain detailed records of client interactions, milestones, and sentiment using Gainsight Timeline and CTAs
Understand and address the unique challenges, regulatory requirements, and compliance nuances of legal clients, offering tailored solutions and best practices.
Requirements
Bachelor’s degree in Business discipline or equivalent years’ experience
4+ years in software technology in account management, marketing, customer success, training/consulting services, or project management with a SaaS company.
Legal industry experience preferred
Gainsight and Salesforce
Benefits
90% healthcare premiums company covered
HSA company contribution
401K match at 4% with immediate vesting
Flexible PTO (typically 3 to 4 weeks a year)
10 paid holidays
Monthly contributions for wellness
Access to LinkedIn Learning with monthly dedicated time to explore
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