Client Success Manager

| Greater NYC Area
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You’ll be responsible for:

  • Providing exceptional Client Service and working directly with clients on data questions and acquisition issues.
  • Act as the Account Manager for multiple clients, with goals that include: developing champions, obtaining feedback and delivering it to our technical team, promoting using and engagement, and identifying upsell opportunities.
  • Take responsibility for developing, streamlining and documenting the team’s process for onboarding new clients and managing current clients, with the target of improving the efficiency of this process.
  • Reviewing client data on the Bodhala platform and prepare reports and insights to deliver value to clients.
  • Learning and maintain in-depth knowledge of the Bodhala platform, industry trends, and competition.
  • Initiating client conversations, obtain feedback and set the stage for upsells at client accounts.
  • Developing templates for insights reporting and training materials for clients.
  • Maintaining files on client usage and set-up, track, and update client status reports.

Your qualities:

  • You have 2-4 years in customer success, account management, consulting, Software as a Service (SaaS) or related software product experience
  • Bonus points for legal operations or legal industry experience
  • Experience working with data and understanding of data analytics and data-backed insights as a client solution
  • Experience with customer experience, customer success and/or project management / operations teams
  • Advanced computer skills, including Microsoft Office and Excel
  • Highly organized, detail oriented, highly accurate and able to manage multiple priorities.
  • Communication Skills: Outstanding written and verbal skills. Able to explain complex data in a simple and easily understandable way. Comfort in interacting with and presenting to senior leaders in the organization

 

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Location

New York, NY 10038

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