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About the Role

One Legal, an InfoTrack company, is seeking an experienced Customer Success Manager to drive revenue growth and client retention. This role emphasizes customer-centricity and achieving ambitious goals, requiring strong sales acumen for identifying growth opportunities and expanding revenue within existing accounts. The ideal candidate will build strong customer relationships, thrive in a fast-paced environment, and possess high energy, optimism, and executive presence.

Responsibilities

Serve as the lead point of contact for assigned accounts, providing exceptional customer service and building strong, long-lasting relationships.
Conduct informational product demos and training to identify opportunities to expand product usage and increase customer retention.
Collaborate with the sales team to identify and grow opportunities within the client base, utilizing sales disposition and high activity level.
Forecast and track key account metrics, prepare reports on account status, and proactively prevent customer churn.
Assist with challenging client requests or issue escalations, demonstrating high impact communication and problem-solving skills.
Attend tradeshows representing One Legal and showcasing solutions to potential clients.

Requirements

2-3 years as a B2B Account Executive or similar, selling software to professional services buyers.
Proven experience in sales and customer success, account management, or relationship sales roles, with a track record of achieving sales targets and sustaining client satisfaction.
Knowledge of the legal and conveyancing process is a plus.
Experience in a similar role or within the legal technology industry is preferred.
A consistent record of over-achievement versus targets and maintaining a healthy sales pipeline.
Good understanding of the consultative sales approach and appreciation of the value of building trust-based relationships with prospects.
Confident communicator and skilled presenter, comfortable delivering live product demonstrations via video conferencing.
Technically adept and experienced with web technologies.
Experience selling SaaS solutions is ideal.
Familiarity with main selling tools and tactics.
Experience using a CRM to track and manage work (ideally Salesforce).

Skills

Customer Success
Sales
Account Management
Relationship Sales
Sales Acumen
Proactive Outbound Engagement
Communication
Problem-Solving
Consultative Sales
Product Demonstrations
Web Technologies
SaaS Sales
CRM Usage (Salesforce preferred)

Location

San Francisco

Work Type

Full-time
Hybrid
In-office presence required 3 days a week

Experience Level

Experienced

Salary/Compensations

$66,960–$83,700 (base salary)
$45,000 (annual target commission)

Benefits

Excellent health, dental, and vision plans
401k match
20 days of paid time off
Competitive benefits

About the Company

One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more.
A leader in innovative technology solutions for legal professionals for over 30 years, One Legal continues to be among the most respected in the industry.
InfoTrack is committed to a workplace where everyone feels comfortable to do their best work and have fun.
InfoTrack is certified as a Great Place to Work®.

Equal Opportunity

We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status.
Any information shared will be kept confidential and is subject to our privacy policy.