Job Description
A Customer Success Manager (CSM) at Litera is responsible for partnering with our customers to deliver on expectations and drive successful outcomes. The CSM acts as a key stakeholder for our customers serving as their advocate and are curious and passionate about guiding adoption, engaging end users, and leveraging data for insights. CSMs work without boundaries across our organization, setting and managing expectations between Litera and the customer to ensure we deliver against success criteria defined and more. CSMs work cross-functionally to provide an exceptional customer experience from welcome and onboarding through their renewal and beyond. What matters to our CSMs is that our customers are achieving value from their investment in Litera, ultimately strengthening their trust and commitment in our people, solutions and brand.
A Day in the Life
A CSM is relationship-focused and leverages their network to build and deepen relationships with buyers, influencers, advocates and at times, the end users themselves for their customers.
A CSM will work on a wide range of customers from complex to non complex, small and medium sized firms.
A CSM reports to the Manager of Customer Success
On a given day, a CSM will spend time:
Consulting with new and existing customers to coordinate onboarding, discover partnership objectives and develop success plans to drive value
Review usage data, overcome challenges and proactively working to uncover and mitigate risk
Discover any additional opportunities to compliment the customer’s Litera workflow and solve other business problems they are facing
Maintain regular contact with stakeholders and key contacts as well as keep up-to-date strategic success plans. Advocate as their voice and provide regular updates internally ensuring visibility to your customer's need
CSMs often lead customer onboarding and a cadence of business review presentations
The CSM works as part of a collaborative team, supporting each other and the needs of our customers.
CSMs will align closely with our customer-facing teams, and internally with Sales, Product, and Marketing to share success stories, insights and key OKR’s that drive our product forward
CSMs will be responsible for key deliverables such as success plans, value adoption assessments, and quarterly business reviews
About You
Passionate about customer success and excellence
Highly adaptable, quick thinker and inquisitive
Strong presentation, oral and written communication skills are a must
Ability to listen and empathize and understand with a professional services industry
Ability to diligently problem solve and trouble-shoot problems independently
Interest in technology and confidence to demonstrate products
1+ years of recent experience with Customer Success, Professional Services, Consulting and/or
Account Management. A customer facing role is essential.
You must be able to manage your customers in a pro-active fashion and educate your customers in how to navigate the Litera world rather than navigate it for them
A team player with an appreciation for Litera’s core values
Key Accountabilities
Owns the health and retention of their named accounts
Ensures customers are achieving expected ROI or better from Litera
Confirms that Litera’s products are sticky, i.e., engrained within customers’ work patterns
Builds strong relationships with users, identifying opportunities to improve ways of working via customer telemetry
Owns customer QBRs that produce usable recommendation to customers, help customers realize ROI, and capture case studies and success stories
Builds relationships with users and leaders across all relevant personas
Builds excitement for Litera — sharing roadmaps, product enhancements; enabling positive referencing and participation in PAGs
Maintains operational intelligence of customer … changes in personnel, interest in other products, upcoming changes, flagging risks, and success stories — and feeds back to KAMs or Renewal Managers to support their processes
Initiates renewal conversations (180 days prior to due date) lays the ground for a smooth renewal process, manages reduced and credits
Key Capabilities:
Passionate about Customers: demonstrates high desire to partner with customers - enabling them to achieve their goals
Curious: digs for and captures evidence of business value provided by Litera
Product & Industry Knowledge: technical knowledge of the customer's products, able to apply knowledge to customer's situation
Analytical: able to analyze available data points on a customer to identify potential new ways of operating/using products
Problem solver; can look at problems/issues creatively to find a way forward
Influential at all Levels: able to interact with all levels from operations to C-Suite
Highly Organized: Planful, able to keep self and others to plan ensuring outcomes are delivered
Presentation Skills: An engaging presenter and story teller, able to use a variety of tools to demonstrate features and benefits of products
Collaboration: able to connect people around a problem and driving to resolution
Litera is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.