Client Success Manager
LegalVision, Australia

LegalVision is a market disruptor in the commercial legal services industry. Our mission is to power the success of every business by delivering legal support that is proactive, affordable and commercial, and the key way we do this is through our industry-first legal services membership. We have assisted over 200,000 businesses across New Zealand, Australia and the UK, and we’re just scratching the surface. We were named Law Firm of the Year at the 2021 and 2022 Australasian Law Awards, and a 5 Star Employer of Choice by Australasian Lawyer in 2023.

As a Client Success Manager, you will be part of our Client Success team that prides itself on providing outstanding service to our 10,000+ clients. We know that exceptional client service keeps our members happy, which is the fuel for our growth.

Our Client Success Managers work with our members to ensure their businesses get the legal assistance they need in an efficient and valuable way. Our best CSMs take the time to understand a client’s business goals and challenges and work collaboratively with the client to deliver effective short and long-term solutions. They continuously work on their legal product knowledge and they are business savvy. They are proactive, organised and diligent. And they never tire of speaking to our member clients!

• Establish relationships with new members and onboarding them to our member platform.
• Drive the value of our membership by supporting members to regularly engage with our Legal team.
• Identify upgrade or extension opportunities and provide quotes.
• Act as the go-to person for any client questions or concerns, including responding to queries about our member platform or the legal services provided by us.
• Action client feedback to continuously improve our membership offering.
• Analyse member usage patterns to identify potential issues and encourage members to get the most value out of our membership.
• Relay feedback on our membership and the client experience to other LegalVision teams to improve the member experience.

You’ll have challenging but attainable KPIs, talented colleagues, supportive leaders and excellent tools to help you succeed in the role. You will receive both formal and on-the-job training to give you a strong understanding of the legal and commercial needs of Australian and New Zealand businesses.

• Experienced in customer service/account management: You have at least six months of experience working in a customer service or account management role, and are excited to pursue a career in this area. Legal experience is not required for this position, training will be provided.
• Passionate about helping clients: You have excellent client service focus and the ability to problem-solve or sell additional services when appropriate. You’re dedicated to creating support experiences that exceed client expectations.
• Personable, empathetic and understanding: A friendly and professional demeanour will get you far as this role will be client-facing and relies upon identifying and solving client problems.
• Driven, autonomous and efficient: You work independently and take ownership of your own activities and responsibilities. You are constantly looking for ways to challenge yourself and to improve yourself and the systems around you.
• Business and tech savvy: You will be using our innovative in-house technology to assist clients. You pick up new skills quickly. You are able to get into the mind of a business owner and understand their priorities and concerns.

• Fast-paced environment with exciting growth opportunities for high performers.
• Talented and energetic teammates across Australia, New Zealand and the UK.
• Ability to earn an additional 5 days of annual leave per year, plus paid birthday leave, volunteering leave, and parental leave.
• Annual budget to spend on external learning and development.
• Regular team socials, drinks and team lunches.
• Vibrant office environment in Surry Hills which is super close to Central Station, and flexible work-from-home options.

If this role sounds like it could be a great next step, we’d love to hear from you. Applications will be reviewed on a rolling basis and will close once the role is filled, so apply early to avoid missing out.

A note to recruiters: we’re all over this role, so there’s no need for you to get in touch. LegalVision does not accept unsolicited CVs or responsibility for any fees related to unsolicited CVs. Thanks!

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