Customer Success Manager

About the role

Lexitas provides legal support services as you build client trust, drive revenue, and manage relationships with precision and initiative. This is a full-time, Remote position.

Key responsibilities

• Build and maintain strong relationships with assigned client accounts to drive retention and satisfaction
• Identify and pursue new business opportunities, including “copy side” targets within key markets
• Conduct in-person and virtual meetings, demos, and presentations to promote services and solutions
• Execute outbound sales efforts including cold calling, email campaigns, networking, and events
• Cross-sell and upsell services within existing accounts to maximize revenue growth
• Track all client interactions and opportunities in CRM (e.g., Salesforce, RB9, Commence)
• Achie and exceed monthly and quarterly revenue and activity targets
• Collaborate with internal teams (sales, operations, marketing) to execute strategic account plans
• Provide accurate sales forecasting and pipeline reporting to leadership
• Stay informed on industry trends and competitor activity to identify growth opportunities
• Ensure compliance with HIPAA regulations and all company policies regarding confidential data
• Serve as the main point of contact for client needs, issues, and service improvements

Qualifications

• Proven ability to build trust and long-term relationships with clients at all organizational levels
• Strong sales acumen with experience in B2B, consultative, and telephone-based selling
• Excellent communication, presentation, and negotiation skills
• Strategic mindset with a proactive approach to identifying growth opportunities
• High level of organization, time management, and attention to detail
• Ability to manage multiple priorities in a fast-paced, metrics-driven environment
• Comfort working independently while collaborating effectively across teams
• Proficiency with CRM systems and Microsoft Office tools
• Willingness to travel for client meetings, networking, and industry events
• Commitment to delivering exceptional customer service and representing company core values

Supervisory responsibilities

This role is a non-supervisory position with no direct reports.

Language skills

Ability to effectively present information and respond to questions from internal and external customers whose first language is English.

Physical demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Work environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Travel requirements

This position requires occasional travel.