Client Success Manager

CLIENT SUCCESS MANAGER: Lexitas provides legal support services as you build client trust, drive revenue, and manage relationships with precision and initiative.

LOCATION: This is a full-time, Remote position. Lexitas provides a fully equipped home office setup, including a company-issued laptop.

PAY RANGE: $75k-85k/yr

Join a High-Growth Legal & Corporate Services Leader

ABOUT THE ROLE:

We are seeking a highly organized and detail-oriented Client Success Manager to lead the onboarding, implementation, and ongoing success of enterprise accounts. Serving as the primary post-sales project manager, this role is responsible for ensuring a seamless transition from the sales process into implementation and long-term account support. The Client Success Manager manages complex onboarding initiatives, coordinates cross-functional activities, and drives accountability to ensure successful client outcomes throughout the customer lifecycle. This client-facing role serves as a key point of contact for enterprise clients and partners closely with National Account Executives, sales leadership, and internal stakeholders to deliver a positive and consistent client experience. Success in this position requires strong project management, organization, critical thinking, and communication skills, along with the ability to manage multiple priorities in a fast-paced environment.

The ideal candidate possesses a process-driven mindset, strong business acumen, and the ability to influence progress across cross-functional teams while maintaining focus on client satisfaction. Proficiency in Salesforce.com, PowerPoint, and Excel is required. Experience using SharePoint to manage enterprise account documentation is strongly preferred. Experience with Monday.com or similar project management platforms is also strongly preferred.

KEY RESPONSIBILITIES:

• Build and maintain strong relationships with assigned client accounts to drive retention and satisfaction
• Identify and pursue new business opportunities, including “copy side” targets within key markets
• Conduct in-person and virtual meetings, demos, and presentations to promote services and solutions
• Execute outbound sales efforts including cold calling, email campaigns, networking, and events
• Cross-sell and upsell services within existing accounts to maximize revenue growth
• Continuously build and maintain a robust sales pipeline through referrals, associations, and lead generation
• Track all client interactions and opportunities in CRM (e.g., Salesforce, RB9, Commence)
• Achieve and exceed monthly and quarterly revenue and activity targets
• Collaborate with internal teams (sales, operations, marketing) to execute strategic account plans
• Provide accurate sales forecasting and pipeline reporting to leadership
• Stay informed on industry trends and competitor activity to identify growth opportunities
• Ensure compliance with HIPAA regulations and all company policies regarding confidential data
• Serve as the main point of contact for client needs, issues, and service improvements

WHAT WE’RE LOOKING FOR:

• Proven ability to build trust and long-term relationships with clients at all organizational levels
• Strong sales acumen with experience in B2B, consultative, and telephone-based selling
• Excellent communication, presentation, and negotiation skills
• Strategic mindset with a proactive approach to identifying growth opportunities
• High level of organization, time management, and attention to detail
• Ability to manage multiple priorities in a fast-paced, metrics-driven environment
• Comfort working independently while collaborating effectively across teams
• Proficiency with CRM systems and Microsoft Office tools
• Willingness to travel for client meetings, networking, and industry events
• Commitment to delivering exceptional customer service and representing company core values

QUALIFICATIONS:

• Bachelor’s degree in Business, Marketing, or a related field preferred
• 6+ years of experience in sales, account management, or client success roles
• Demonstrated success in meeting or exceeding revenue and sales targets
• Experience in legal services (court reporting, legal videography, records retrieval) strongly preferred
• Experience in multi-functional or multi-geographic environments a plus
• Proven ability to manage and optimize sales processes from prospecting to close

SUPERVISORY RESPONSIBILITIES

This role is a non-supervisory position with no direct reports

LANGUAGE SKILLS

Ability to effectively present information and respond to questions from internal and external customers whose first language is English

CERTIFICATES, LICENSES, REGISTRATIONS

None

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

TRAVEL REQUIREMENTS

This position requires occasional travel.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time with or without notice.

AAP/EEO STATEMENT

Lexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender identity, sexual orientation, or any other legally protected status.

EOE Employer/Vet/Disabled

If you require reasonable accommodation in the application process, please contact Human Resources at for assistance. All other applications must be submitted online.

Originally posted on Himalayas