One Legal Customer Success Manager

About the role

One Legal, an InfoTrack company, is seeking an experienced Customer Success Manager who lives the company values of customer-centricity, striving for ambitious goals, and respect for colleagues and clients. In this role, you will play a key part in driving revenue growth and increasing client retention to support long-term loyalty across the One Legal client base.

Responsibilities

• Serve as the lead point of contact for assigned accounts, providing exceptional customer service and building strong, long-lasting relationships.
• Conduct informational product demos and training to identify opportunities to expand product usage and increase customer retention.
• Collaborate with the sales team to identify and grow opportunities within the client base, utilizing sales disposition and high activity level.
• Forecast and track key account metrics, prepare reports on account status, and proactively prevent customer churn.
• Assist with challenging client requests or issue escalations as needed, demonstrating high-impact communication and problem-solving skills.
• Attend tradeshows organized by the marketing team, representing One Legal and showcasing solutions to potential clients.

Requirements

• 2–3 years as a B2B Account Executive or similar, selling software to professional services buyers.
• Proven experience in sales and customer success, account management or relationship sales role, with a track record of achieving sales targets and sustaining client satisfaction.
• Knowledge of the legal and conveyancing process is a plus, with experience in a similar role or within the legal technology industry preferred.
• A consistent record of over-achievement versus targets and maintaining a healthy sales pipeline.
• Good understanding of the consultative sales approach and appreciation of the value of building trust-based relationships with prospects.
• Confident communicator and skilled presenter who enjoys delivering live product demonstrations via video conferencing.
• Technically adept and experienced with web technologies; ideally previously worked selling SaaS solutions.
• Familiarity with the main tools and tactics of selling and experience using a CRM (ideally Salesforce) to track and manage work.

Benefits

• Excellent health, dental, and vision plans.
• 401k match and 20 days of paid time off.
• Work with a knowledgeable, high-achieving, experienced, and fun team.
• Culture focused on learning, development, and career growth.

Pay

The starting base salary range for this role is $66,960–$83,700. In addition, this role is eligible for an annual target commission of $45,000, with total compensation determined based on experience, qualifications, and internal pay equity.

Schedule

This is a full-time, hybrid position based in the San Francisco office with regular in-office presence required three days a week. Most work is conducted via phone and video, with in-office collaboration as part of the hybrid schedule. The role may also require occasional travel to company-sponsored events and conferences approximately 3–6 times per year.

About One Legal, an InfoTrack Company

One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more. A leader in innovative technology solutions for legal professionals for more than 30 years, One Legal continues to be among the most respected in the industry. As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership.