Customer Success Manager developing strong relationships with heat pump installers in the UK. Driving growth and supporting customer success while enhancing their business operations.
About the role
- Customer Success Manager driving deeper engagement and product usage for Settify, an AI-backed technology in legal client intake. Collaborating with Sales and Operations to ensure customer retention and satisfaction.
Responsibilities
- Provide training to new customers and set them up to use the system to the best of its abilities.
- Create success plans and regular check-ins to optimise the use of Settify and encourage better usage; identify upsell opportunities.
- Monitor existing customer health through product and operational analytics.
- Develop churn risk mitigation strategies to ensure high retention of customers.
- Provide tech support - this will include but is not limited to managing customer enquiries relating to their account, invoice inquiries and assistance with the platform.
- Maintain up to date client data in Salesforce and other databases.
- Drive value through regular check-ins, training, addressing blockers to adoption, and providing best practice advice.
- Develop strong feedback loops between Settify and your customer portfolio.
- Experiment with new ideas, processes and tools to improve and scale the way that we engage with customers.
Requirements
- 3+ years client success or account management experience in a B2B SaaS company.
- Experience with Salesforce CRM and Service Cloud, Microsoft365 Suite, Notion and Slack is preferred.
- Expertise with data and making inferences including highlights, opportunities, and recommendations to solve problems.
- Exposure to Legal Tech or SaaS products.
- Experience as a paralegal or client engagement advisor in the legal industry will be looked upon favourably.
Benefits
- Your work matters.
- Make an impact.
- Work with a group of authentic, passionate people.
- Well-funded and global.
- Flexible and hybrid working.
- Career and learning opportunities.
- Have fun with us.
- We value your well-being.
- Fast-paced tech environment.
- Access to LEAP Home.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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