InfoTrack AU · 1 day ago
Customer Success Manager
San Francisco, CA
Full-time
Hybrid
Entry, Mid Level
$67K/yr - $84K/yr
2+ years expInfoTrack US is seeking an experienced Customer Success Manager to drive revenue growth and increase client retention for One Legal. The role involves building strong customer relationships, conducting product demos, and collaborating with the sales team to identify growth opportunities.
LegalLegal TechProductivity ToolsSaaS
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
Qualification
Required
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
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)
Preferred
Knowledge of the legal and conveyancing process is a plus, with experience in a similar role or within the legal technology industry preferred
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.
Company
InfoTrack AU
InfoTrack is the leading innovator in legal technology and pioneers of property conveyancing automation in Australia.
201-500 employees
Funding
Current Stage
Growth StageRecent News
2025-12-06
Company data provided by crunchbase