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Customer Success Consultant – Legal Tech
LEAP Wealth. Build strong relationships with customers to drive satisfaction, loyalty, and long-term retention .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Customer Success and Account Management, with a strong focus on customer engagement, training delivery, and software adoption. Possesses a solid understanding of legal environments and the ability to communicate effectively with clients to ensure satisfaction and retention.
Highest-signal resume keywords
Customer Success ManagementLEAP Software ExpertiseOnsite And Remote Training DeliveryCustomer Engagement Metrics MonitoringLegal Or Accounting Background
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Renewals ManagementTraining DeliveryMicrosoft WordMicrosoft ExcelMicrosoft OutlookXero KnowledgeService Quality MaintenanceProblem-SolvingClient Onboarding SupportImplementation Support
Soft Skills
Strong Communication SkillsOrganisational SkillsTime ManagementSelf-MotivatedDisciplined
Industry Keywords
Solicitors’ Accounts RulesSmall Law Firm EnvironmentsCustomer SatisfactionCustomer LoyaltyCustomer Retention
About the role
Key responsibilities & impact- Build strong relationships with customers to drive satisfaction, loyalty, and long-term retention
- Act as a trusted advisor and subject matter expert for LEAP software
- Support customers nationwide to maximise value from LEAP case management software
- Promote adoption of the full LEAP Estates product suite, including new features and functionality
- Monitor customer health metrics, NPS feedback, and usage data to identify engagement opportunities
- Proactively address customer concerns and resolve issues in collaboration with internal teams
- Deliver onsite and remote training sessions to support product adoption and best practice use
- Engage with customers throughout their lifecycle to ensure continued success with LEAP
- Identify opportunities to develop reference customers and support new business initiatives
- Represent LEAP at industry events and deliver customer webinars showcasing product updates and best practices
- Guide clients through onboarding and implementation support
- Deliver tailored training and hands-on support from initial project meetings through post-implementation follow-ups
Requirements
What you’ll need- 3-5 years’ experience in a Customer Success, Account Management, or similar client-facing role
- Experience managing customer renewals and maintaining service quality
- Willingness to travel nationwide approximately 2 to 3 days per week
- Excellent organisational and time management skills
- Strong written and verbal communication skills
- Self-motivated, disciplined, and able to work independently
- Passion for technology and helping customers succeed with software
- Ability to clearly explain solutions and workarounds in a simple, concise way
- Full UK driving licence and access to a car
- Professional, articulate, and well presented
- Strong working knowledge of Microsoft Word, Excel, and Outlook
- Legal or accounting background or relevant qualifications
- Understanding of small law firm environments and client expectations
- Knowledge of Solicitors’ Accounts Rules
- Experience delivering onsite or remote training
- Basic knowledge of Xero
Benefits
Comp & perks- Generous professional development fund
- Support for training, learning, and career progression
- Private health insurance (including dental and optical)
- £80 monthly gym contribution
- Employee Assistance Programme
- Life insurance cover
- 8% employer pension contribution
- PerkBox membership with discounts and rewards
- Cycle to Work scheme
- Access to LEAP Home - a program unique to LEAP to support you in buying your primary residence
- 25 days annual leave + 8 bank holidays
- Enhanced parental leave
- One paid volunteer day each year for a charity of your choice
- Friendly, supportive, and driven culture
- Free healthy breakfast, light lunch, and snacks
- Regular socials
- Car allowance provided