Client Success Manager, Proof Technology
Law Firms, West
$120-150k
OTE
$80-100k
BASE
Connecting law firms with process servers
Open for applications
Connecting law firms with process servers
201-500 employees
Open for applications
$120-150k
OTE
$80-100k
BASE
201-500 employees
Company mission
To revolutionise the service of process.
Role
Who you are
- The ideal candidate will also have the ability to effectively communicate with C-suite executives and senior leadership
- 5+ years of experience in customer success, account management, or a related client-facing role
- Strong communication skills, including the ability to engage effectively with C-suite executives
- Proven ability to develop customized solutions and workflows for enterprise clients
- Excellent interpersonal and relationship-building skills
- Strong analytical and problem-solving abilities, with the capacity to quickly resolve client issues
- Ability to work independently and collaboratively with internal teams
- Experience with CRM, support, and project management tools, such as HubSpot and Intercom
- Legal experience is a plus, but not required
- This position requires the employee to live and work from the West / Mountain region
- Candidates must reside in one of the following Mountain/ West Coast locations:
- Colorado
- California
- Arizona
- Utah
- Relocation assistance is not available for this position
- This role requires approximately 50% travel, including regular in-territory visits up to two weeks each month
What the job involves
- We are seeking a motivated and experienced Client Success Manager (CSM) to join our team
- The CSM will serve as the primary point of contact for our law firm clients in the Mountain / West Region of the US, driving success through needs analysis, tailored solutions, and exceptional client support. While legal experience is a plus, it is not required
- Conduct in-depth needs analysis with law firm clients to understand their specific challenges and objectives
- Develop customized solutions and workflows that address the unique needs of each client
- Collaborate with internal teams to ensure seamless client onboarding, lead training sessions, and support successful implementation of customized solutions
- Serve as the primary point of contact for clients, providing ongoing support and guidance throughout the engagement
- Monitor client usage and engagement, identifying opportunities for upselling and cross-selling by partnering with POD teammates to identify and drive revenue growth
- Work closely with your pod (AE and SDR) to ensure alignment on client priorities and account strategies
- Act as a liaison between clients and our product and engineering teams to provide feedback and drive product improvements
- Build and maintain strong relationships with clients, establishing yourself as a trusted advisor and advocate for their needs
- Track and report on client success metrics, including customer satisfaction, retention, and revenue growth
- Develop strategic account plans to drive long-term client success and identify growth opportunities
- Handle client escalations and concerns, negotiating timelines, scope, and expectations as needed
Our take
Proof is an e-filing and service process platform for the legal industry, connecting law firms and professional process servers with the intention of delivering legal documents efficiently and transparently.
Currently based in the US, Proof Technology saves law firms time in connecting with clients through its bulk upload, geo-tagging, and direct communication features. The company has kept its head above the competition through strategic partnerships with the likes of Clio, a legal tech cloud server, bolstering both companies' capabilities.
With an impressive Series B awarded to Proof in 2024, the company will accelerate platform growth and expand its services.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
57% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Jan 2024
$30.4m
SERIES B
Dec 2022
$3.3m
EARLY VC
Total funding: $40.7m
Company benefits
- Full time, hourly position
- Medical, dental, vision, and disability insurance and 401K available
- Fully Remote - ideally within the location of market you manage
- Phone and Internet monthly stipend
- Flexible Time Off and Holidays
- Equipment provided
Company HQ
City Park West, Denver, CO
Leadership
Eric Voogt
(Co-Founder & Exec Chair)Currently President at Glade Voogt Lopez Smith PC. Previously Associate at Spencer Fane Britt & Browne and Engineer at Cessna Aircraft Company.
Mark Kreloff
(Co-Founder & Board Member)Previously Managing Director at Bioenergy Devco, Professor of Practice at Qversity and Partner at Kreloff Capital.
Matt Jaffe
(Co-Founder)Currently CEO & Co-Founder at 303 Software, Inclusion Chair at Entrepreneurs' Organization, Ski Instructor at Vail Resorts. Previously President at Entrepreneurs' Organization.
Stefan Ramsboot
(Co-Founder)Previously Chairman and Co-Founder at 303 Software, Head of Product at Base Operations, CTO & Co-Founder atPipeline Equity and Co-Founder at MyRounding Solutions.
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