Director of Client Success at Bodhala

| Greater NYC Area
!Sorry, this job was removed at 9:45 a.m. (EST) on Thursday, February 13, 2020
Email us at [email protected] with "Built In" and the job title in the subject line.
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You’ll be responsible for:

  • Providing exceptional Client Service and working directly with clients on legal industry insights, legal expertise and billing data questions and acquisition issues.
  • Act as the Director of Client Success, both working as a Senior 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 — and mentoring / helping develop more junior Client Success Managers.
  • 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
  • Providing senior-level strategic insights to the business to shape the sales motion and company’s growth
  • 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 4-7+ years in customer success, account management, consulting, Software as a Service (SaaS) or related software product experience, especially in and around the legal industry
  • 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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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • Twitter BootstrapLibraries
    • Material DesignLibraries
    • AngularFrameworks
    • PostgreSQLDatabases
    • RedisDatabases
    • Google AnalyticsAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • WordpressCMS
    • SalesforceCRM
    • PardotLead Gen


Located in the heart of FiDi, we have easy access to all trains that run through Fulton Station. Great parks for strolls & coffee shops for refueling.

An Insider's view of Bodhala

How does your team reward individual success?

We celebrate successes - big and small - through public recognition, expanded responsibilities, compensation and promotions.

We are small enough to celebrate every win. That is a pillar to our culture that will remain, as we continue to rapidly grow.


Head Of Sales

What's the biggest problem your team is solving?

We are developing a technology platform that is addressing one of the largest untapped markets out there. The way the legal industry works is broken, and we are enabling data-driven decision making by bringing together best-in-class technology with a team of people who are the best at what they do.


Director Of Product

What does career growth look like on your team?

Given we are such a small team with no shortage of work, people are brought in to accomplish their core function, but there is opportunity to take on so much more.

When we think about hiring, we look at where our existing team's interests and skills are, then hire to complement that. We want people to be constantly stretching and growing!


Chief Of Staff

What unique initiatives do you have that encourage innovation?

We have such a tremendous opportunity ahead of us and such a strong team. We look to our talented and diverse team to come to the best conclusion. Sometimes we do "moonshot" exercises at company retreats and other times we throw around ideas at the water cooler.

Innovation runs through our company at every level.



How would you describe the company’s work-life balance?

Being part of a startup means you have to put in hours to make the company successful. That being said, there's never been an issue with taking the time you need off for personal reasons, as long as the work is getting done. Nobody wants to get burnt out from work, so we're encouraged to take time to recharge and come back refreshed.


Sales Development Rep

What are Bodhala Perks + Benefits

Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Highly diverse management team
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
Bodhala provides employees with a 401(k) matching plan. We match 4% of contributions up to 5% of an employee's annual gross pay.
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Some Meals Provided
Happy Hours
Relocation Assistance
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Customized development tracks
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Email us at [email protected] with "Built In" and the job title in the subject line.
Apply now
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