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Customer Success Manager
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, 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
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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