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LEAP Wealth

Customer Success Manager

LEAP Wealth

. Build strong relationships with customers to drive satisfaction, loyalty, and long-term retention .

Posted 9/30/2026full-timeCardiff • United KingdomMid-LevelSenior💰 £40,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in Customer Success and Account Management, with a strong focus on customer engagement, satisfaction, and retention. Proficient in delivering training and support for LEAP software, while effectively managing customer relationships and renewals.

Highest-signal resume keywords
Customer Success ManagementLEAP Software ExpertiseOnsite And Remote Training DeliveryCustomer Relationship BuildingOrganisational And Time Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Customer Renewals ManagementLEAP Case Management SoftwareMicrosoft WordMicrosoft ExcelMicrosoft OutlookXero KnowledgeSolicitors’ Accounts Rules Understanding
Soft Skills
Strong Written CommunicationStrong Verbal CommunicationSelf-MotivatedDisciplinedProfessional Presentation
Industry Keywords
Small Law Firm EnvironmentsClient ExpectationsCustomer Health MetricsNPS FeedbackEngagement Opportunities

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 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 new clients through onboarding and implementation
  • Provide 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 (desirable)
  • Understanding of small law firm environments and client expectations (desirable)
  • Knowledge of Solicitors’ Accounts Rules (desirable)
  • Experience delivering onsite or remote training (desirable)
  • Basic knowledge of Xero (desirable)

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