Client Success Manager

LEAP Wealth

. Maximise client productivity using LEAP by demonstrating new features, products, and add-ons .

Posted 9/23/2026full-timeSydney • AustraliaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and productivity enhancement using LEAP, with a strong focus on achieving client satisfaction and loyalty. Proven ability to analyze client health metrics and effectively present solutions to diverse audiences.

Highest-signal resume keywords

LEAP ProficiencyClient Relationship ManagementSalesforce CRM ExperiencePresentation SkillsTarget Achievement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Health Metrics AnalysisProductivity Improvement StrategiesNegotiation SkillsKPI TrackingLEAP Feature Presentation

Soft Skills

Proactive Client SatisfactionHigh-Impact CommunicationTime ManagementTrust BuildingProblem Solving

Tools & Technologies

Salesforce CRMLEAP Software

Industry Keywords

Law Firm ExperienceClient TestimonialsCommercial OutcomesClient LoyaltyNetworking

About the role

Key responsibilities & impact

Maximise client productivity using LEAP by demonstrating new features, products, and add-ons
Build trusted relationships by understanding client challenges and providing effective solutions
Work with Principals and Practice Managers to suggest productivity and utilisation improvements
Identify at-risk accounts by monitoring and analysing Client Health metrics, NPS results, and other feedback
Collate positive client testimonials for marketing materials
Represent the client voice to LEAP Development, Marketing, and Sales teams
Collaborate with Implementations, Renewals, and Companion Product teams on issues and expansion/upsell opportunities
Log all client activity accurately and promptly in Salesforce CRM
Attend and present at conferences, roadshows, webinars, exhibitions, and events
Network with existing and prospective clients
Achieve individual and team targets aligned with company goals
Provide hands-on, on-site, and online support to clients
Guide clients from implementation through business-as-usual use of LEAP

Requirements

What you’ll need

2+ years experience working in a law firm
Proactive approach to client satisfaction
Ability to negotiate and engage in a confidence-winning manner
Ability to achieve commercial outcomes and high levels of client satisfaction and loyalty
Track record of meeting and/or exceeding targets and KPIs
Experience navigating challenging situations and clients
Strong presentation skills
Ability to present LEAP features effectively to groups
Willingness and ability to travel within Australia to meet clients
Prior experience using LEAP is highly regarded
Ability to build trusting relationships with clients and internal partners
Proactive approach to accomplishing objectives and achieving goals
Passion for client satisfaction and loyalty
High-impact communication skills
Exceptional time management skills

Benefits

Comp & perks

Flexible and hybrid working arrangements
Career growth opportunities
Celebrations, socials, sports teams, and access to sailing and yacht events
Additional paid wellbeing day every year
Free gym membership
Corporate dental plan
Weekly massages in the office
New, beautiful office space
Catered lunch and breakfast every week
Fully stocked kitchen
On-site barista
Access to LEAP Home program supporting employees in buying their primary residence
Trust and autonomy to work on complex projects and make an impact