Client Success Manager

SUMMARY:

The Client Success Manager (CSM) will be responsible for building and nurturing relationships with existing house accounts, as well as identifying and pursuing opportunities with potential copy side targets.

The CSM’s primary objective will be to drive organic growth by maximizing revenue from our existing client base and expanding our customer portfolio with the company’s ongoing sales strategies and methods.

CSM’s collaborate with local Inside Sales Representatives, Operations personnel, and Management.

Our clients and influencers are litigation attorneys, paralegals, legal secretaries, corporate general counsel, and insurance companies.

ESSENTIAL FUNCTIONS:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


* B2B sales and telephone-based sales activities including lead follow-up, client cross-selling and client maintenance.


* Building business opportunities to grow revenue and increase unique client utilization thru in-person: individual and group meetings, service/product demonstrations, association networking, channel partners, events, outbound calling activities, email communication and social media networking.


* Identify and qualify new prospects and business opportunities.


* Leverage client referrals, associations, and networking to build sales pipeline.


* Identify new lead sources both outbound and inbound.


* Update and Manage Commence CRM tool for all assigned accounts.


* Achievement of all planned sales objectives, metrics, and targets monthly and quarterly by proactively selling via telephone to prospective new customer base, leads and cross-selling targets.


* Plan and organize time effectively to allow an optimal frequency of daily sales activities to meet required metrics.


* Manage Individual Accounts with emphasis on maintenance, up-selling, cross-selling and referral generation. 


* Compile weekly sales reports and performance metrics as needed.


* Manage and grow pipeline as well as forecast accurately to management, with an emphasis on overall territory revenue growth, client growth and successful cross-selling, all of which will be key to success in this role.


* Communicate and collaborate effectively with other members of the organization at all levels.


* Drive sales activity to achieve monthly and quarterly revenue and new client sales targets.


* Serve as the primary point of contact for assigned house accounts, building and maintaining strong relationships to ensure customer satisfaction and retention.


* Conduct regular check-ins with clients to assess their needs, address any issues or concerns, and provide solutions to enhance their experience with Lexitas.


* Collaborate with internal teams, including sales, operations, and marketing, to develop and execute strategic account plans aimed at driving revenue growth.


* Heavy sales activities and calling activit...