Customer Success Manager

• Conduct routine check in calls with current clients
• Help manage and gatekeep attorney calendars by appropriately scheduling client appointments
• Return voicemail calls from current clients
• Identify recurring client needs, concerns, or patterns and communicate relevant trends to leadership
• Identify opportunities to reengage lapsed leads and help move them closer to resolution
• Ask thoughtful questions, actively listen to client concerns, and respond with empathy, professionalism, and a solutions oriented mindset
• Develop and maintain strong relationships with current and former clients
• Handle inbound calls from current clients and reroute calls belonging to other departments
• Support client retention and growth objectives through proactive communication
• Cultivate client relationships that can lead to referrals, repeat business, and positive word of mouth
• Perform general administrative duties, including handling phone calls, maintaining client calendars, sending mailings, and managing general communication
• Track and report weekly call volume, lapsed lead conversion, and meaningful client touchpoints
• Maintain accurate records in CRM and Case Management systems
• Contact clients who send messages to determine whether they would like to schedule an appointment
• Contact law enforcement agencies regarding requested reports
• Make outbound calls to former clients, current clients, unretained leads, and referral sources
• Provide proactive updates following court appearances or scheduling changes
• Encourage online reviews, referrals, and newsletter opt ins
• Identify opportunities for additional services and referrals
• Provide appropriate referrals through the firm’s curated Team 100 list
• Follow up with District Attorney offices regarding discovery
• Contact District Attorney offices on Mondays regarding charges for current clients with precharging matters
• Schedule trial preparation calls
• Schedule strategy sessions

Client Happiness Coordinator, Client Success Specialist

• Lead, coach, and develop a team of Customer Success Managers, setting clear expectations, driving performance, and building a culture of ownership and customer empathy.
• Own retention and expansion outcomes across the team’s book of business, with operational cadence around forecasting, risk management, and pipeline health.
• Partner with Sales on renewals and expansion strategy, ensuring clean handoffs, strong account planning, and aligned customer narratives.
• Build scalable team processes including QBRs, success planning, health scoring, and playbooks.
• Operate as an escalation leader for at-risk accounts, navigating complex stakeholder dynamics and creating recovery plans.
• Collaborate with Support, Product, and Engineering to unblock customers and influence roadmap priorities.
• Drive continuous improvement using data, identifying leading indicators, coaching behaviors, and improving execution across the customer lifecycle.

Senior Manager, Customer Success

• Design technical adoption plans to ensure sustained growth in technology proficiency
• Work closely with key Field stakeholders, including Sales, Customer Success, and Solution Architects
• Understand customer ecosystems and IT landscapes
• Perform technical reviews and share knowledge to identify and prevent potential issues
• Understand customers' technical infrastructures, hardware, and offerings
• Provide excellent customer support regarding OutSystems use
• Catalog, categorize, and share common customer issues with other OutSystems teams
• Serve as a customer advocate within OutSystems
• Deliver key OutSystems product roadmap updates and assist customers with upgrades
• Visit customers regularly as needed to provide an exceptional customer service experience
• Build trust-based customer relationships by understanding IT infrastructure, internal processes, and business needs
• Guide customer development teams on OutSystems development best practices
• Oversee solution architecture design and overall technical quality
• Interface with Technical Support, R&D, Sales, and Professional Services teams

Technical Success Manager, Bilingual Spanish/English

• Track and update lead activity to support reporting and business development efforts
• Coordinate appointments and scheduling through Calendly
• Support client intake processes from initial contact through qualification
• Maintain accurate lead records and current data
• Manage and update client information within Lawmatics and Clio
• Handle initial client inquiries professionally and empathetically
• Qualify incoming leads based on established criteria
• Monitor and manage potential client leads received through call answering services
• Maintain professionalism and customer service in all interactions
• Assist with social media inquiries and incoming prospect communications
• Use Google Workspace for daily communications and documentation
• Monitor and respond to prospective-client communications
• Follow up with prospective clients to maintain engagement and improve conversion rates

Customer Success Manager jobs in Chile

Client Happiness Coordinator, Client Success Specialist

Senior Manager, Customer Success

Technical Success Manager, Bilingual Spanish/English

Client Experience Specialist