Put your clients at the center of everything you do with Actionstep’s adaptable, all-in-one practice management software for modern law firms.
Built in the cloud, with workflow at its heart.
Actionstep automates routine legal processes, reduces administrative burdens and gives you the headspace to do your best legal work.
Actionstep is a complete legal practice management platform, combining CRM, Matter Management, Document Assembly & Storage, Time & Billing, Trust & Office Accounting, Reporting and much more into one easily accessed system.

Actionstep

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manager

Actionstep is a modern, adaptable law firm management platform that provides midsize law firms with tools to transform their practices into top-performing businesses. With features like document automation, client intake, workflow automation, and comprehensive legal accounting, Actionstep helps firms work efficiently, delight clients, manage profitability, grow sustainably, and oversee operations. The platform incorporates AI to streamline legal processes, improve time capture, client intake, filing, and administration, while safeguarding client and firm data. Actionstep supports various areas of law practice such as bankruptcy, family, and litigation law, and integrates with Microsoft Office 365 to enhance productivity across legal operations.

Put your clients at the center of everything you do with Actionstep’s adaptable, all-in-one practice management software for modern law firms.

Built in the cloud, with workflow at its heart. Actionstep automates routine legal processes, reduces administrative burdens and gives you the headspace to do your best legal work. 
 
Actionstep is a complete legal practice management platform, combining CRM, Matter Management, Document Assembly & Storage, Time & Billing, Trust & Office Accounting, Reporting and much more into one easily accessed system.

• Focus on cross-selling opportunities within our existing customer base
• Leverage strong relationships with current clients to identify additional products
• Nurture long-term client relationships and create tailored sales strategies
• Identify opportunities for upselling and cross-selling additional products
• Build and maintain relationships with key decision-makers within existing accounts
• Develop customized strategies and campaigns to maximize customer value
• Work closely with Account Management, Customer Support, and Marketing teams
• Stay up-to-date with all product offerings to effectively communicate solutions
• Track and manage sales opportunities, providing regular updates
• Ensure customer satisfaction by addressing concerns and providing exceptional service
• Meet or exceed sales goals and KPIs by effectively cross-selling

Customer Development Manager

Customer Development Manager focusing on cross-selling opportunities and nurturing client relationships for a legal SaaS company. Collaborating with teams to maximize customer retention and satisfaction.

solutions-engineer

THE PURPOSE OF YOUR ROLE  

The Solutions Engineer works closely with the Sales Team to demonstrate the value of Actionstep, address customer challenges, and ensure successful adoption of our solutions.  

WHAT YOU WILL BE DOING  

In this role, you will be accountable for…  

- Developing a deep understanding of Actionstep’s product offerings and stay updated on industry trends.  

- Collaborating with the product development team to stay informed about upcoming features and enhancements.  

- Conducting product demonstrations and technical presentations to showcase Actionstep’s solutions.  

- Partnering with the sales representatives to understand customer requirements and align Actionstep’s solutions with their needs.  

- Providing pre-sales technical support, addressing prospect inquiries and concerns.  

- Collaborating with sales representatives to prepare and deliver compelling proposals and technical documentation.  

- Acting as a trusted advisor, offering technical guidance and expertise to customers throughout the sales cycle.  

- Conducting training sessions for sales teams to ensure they are equipped with the technical knowledge to effectively sell Actionstep’s solutions.  

- Developing and maintain sales collateral, including technical documentation, case studies, and solution briefs.  

- Traveling as required or directed by your Leader.  

Relationship Management:  

- Building and maintaining strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always.  

- Attending and proactively contributing to customer, partner and internal meetings with the view to add value in a constructive manner.  

Professional Development:  

- Staying informed about industry trends, competitive products, and emerging technologies.  

- Continuously update technical knowledge to effectively address evolving customer needs.  

- Actively looking to build own career through delivery of self and assisted professional development initiatives.  

- Being a thought leader both within Actionstep but also in the wider industry.  

- Staying abreast of industry best practice patterns, products and technologies and assisting in process improvement activities as required.  

Continuous Improvement:  

- Proactively in identifying and participating in the continuous improvement of processes and procedures within the ​Relevant Team​ department.  

- Actively contribute to the development and maintenance of a strong department culture ensuring knowledge and experience is shared.  

Health & Safety:  

- Assuming responsibility for your own and others safety and wellbeing, following all safety and wellbeing procedures and instructions, including reporting hazards, incidents and accidents and participating in safety and wellbeing initiatives and programmes as required.  

Other Responsibilities:  

- Undertaking any other reasonable duties as required.  


Solutions Engineer

Solutions Engineer working with the Sales Team to showcase Actionstep’s solutions and ensure successful adoption. Collaborating with various teams to understand customer needs and provide technical support.

customer-success-manager

• Build strong, long-term relationships with customers by staying in constant communication and efficiently resolving issues with alternative solutions tailored to individual needs.
• Serve as the primary interface to manage and resolve any critical situations
• Serve as an Ambassador, educating customers on the capabilities of ActionStep to ensure they are leveraging ActionStep effectively and finding value in our services
• Evaluate risk management for each customer and proactively evade dissatisfaction or lost business and ultimately drive retention throughout the customer life cycle.
• Proactively drive accounts with minimal oversight.
• Be a customer advocate while capturing customer feedback and reporting requests to key ActionStep stakeholders
• Meet regularly with customers in person.
• Identify, prioritize and communicate product/service updates that reflect customer requests, working closely with Enablement, Sales, Support, Billing, and other teams to ensure an exceptional customer experience
• Identify and build advocacy relationships with strategic customers acting as a marketing channel through case studies, speaking opportunities, references, etc.
• Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes
• Help drive customer strategy and maintain account direction working collaboratively with the Customer Success organization
• Facilitate quarterly business reviews (QBR’s) with all assigned accounts 40+
• Maintain a revenue base by managing account retention and renewal
• Drive upgrade revenue through increased product adoption and increased usage
• Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal and account growth
• Update and maintain Customer Success database (Churn Zero) with the most relevant account details

Customer Success Manager

Customer Success Manager responsible for developing customer relationships for Actionstep's software. Engaging in customer retention, advocacy, and satisfaction for legal practices.

Put your clients at the center of everything you do with Actionstep’s adaptable, all-in-one practice management software for modern law firms. Built in the cloud, with workflow at its heart. Actionstep automates routine legal processes, reduces administrative burdens and gives you the headspace to do your best legal work. Actionstep is a complete legal practice management platform, combining CRM, Matter Management, Document Assembly & Storage, Time & Billing, Trust & Office Accounting, Reporting and much more into one easily accessed system.

Actionstep

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Customer Development Manager

Actionstep

Solutions Engineer

Actionstep

Customer Success Manager

Actionstep