Litera · 5 hours ago
Customer Success Manager
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Customer ServiceDocument Management
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Responsibilities
Consulting with new and existing customers to coordinate onboarding, discover partnership objectives and develop success plans to drive value
Review usage data, overcome challenges and proactively working to uncover and mitigate risk
Discover any additional opportunities to compliment the customer’s Litera workflow and solve other business problems they are facing
Maintain regular contact with stakeholders and key contacts as well as keep up-to-date strategic success plans. Advocate as their voice and provide regular updates internally ensuring visibility to your customer's need
CSMs often lead customer onboarding and a cadence of business review presentations
The CSM works as part of a collaborative team, supporting each other and the needs of our customers.
Success plans – Delivering Clarity on what the customer wants to achieve and why, where are they now and what next in the framework of clarity, climate, and competence. Each customer should have an active success plan
Value Adoption Assessment – Delivering data on what and how the solution is being adopted and therefore identifying areas that may increase productivity or reduce pain
Quarterly Business Reviews – (or any other regular cadence!). These reviews are to formally agree the priorities and initiatives of the customer and apply the success plan and data from the value adoption to this review so that the customer has a full-service review of their investment.
Internal Alignment Meetings – You will be the glue between the key players that empower our customers and give Litera opportunities to engage with the relevant information at the right time.
Qualification
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Required
Passionate about customer success and excellence
Highly adaptable, quick thinker and inquisitive
Strong presentation, oral and written communication skills are a must
Ability to listen and empathize and understand with a professional services industry
Ability to diligently problem solve and trouble-shoot problems independently
Interest in technology and confidence to demonstrate products
1+ years of recent experience with Customer Success, Professional Services, Consulting and/or Account Management
You must be able to manage your customers in a pro-active fashion and educate your customers in how to navigate the Litera world rather than navigate it for them
Benefits
Health insurance
Retirement savings plans
Generous paid time off
Supportive work-life balance
Comprehensive benefits package
Incentive and recognition programs
401k contribution
Company
Litera
Litera is a legaltech firm that provides of document lifecycle and transaction management solutions.
Funding
Current Stage
Late StageTotal Funding
$102MKey Investors
HgK1 Investment Management
2021-11-05Private Equity· undefined
2021-01-07Series Unknown· $2M
2019-05-08Private Equity· undefined
Recent News
2024-10-22
2024-05-23
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