Actionstep

About the Company

Actionstep is a law firm management platform with practice management and legal accounting solutions that connect, organize, and automate all the work that happens at midsize law firms. Our solutions are built to adapt to a firm’s unique strengths and goals, supporting firms to modernize and build a firm advantage in the legal marketplace.

With connected features, like matter management, client intake, document management and automation, time tracking, billing, legal accounting, and business reporting, Actionstep equips firms to do their work efficiently, delight clients, manage firm profitability, grow and oversee your firm.

Don't let technology define the way you work, discover how Actionstep adapts to your law firm's way of working: www.actionstep.com

Listed Jobs

Company Name

Actionstep

Job Title

Customer Success Manager

Job Description

Job title: Customer Success Manager Role Summary: Partner with clients to drive full adoption and long‑term retention of SaaS legal practice management solutions. Expactations: Lead strategic account planning, manage critical escalations, and act as the primary liaison between clients and cross‑functional teams. Key Responsibilities: - Build and nurture strong, long‑term client relationships through regular communication and tailored solutions. - Serve as the first point of contact for high‑impact issues, resolving escalations and ensuring timely resolution. - Educate clients on product capabilities to maximize value and facilitate adoption. - Conduct quarterly business reviews, assess customer health, and provide actionable insights. - Capture and report customer feedback to product and enablement teams, influencing roadmap and service improvements. - Drive renewals and upsell opportunities, maintaining revenue base and expansion targets. - Maintain accurate, up‑to‑date information in the Customer Success database (e.g., ChurnZero). - Collaborate with Sales, Support, Billing, and Enablement to ensure seamless client experience. Required Skills: - 4–6 years in customer success, account management, or related SaaS/legal technology role. - Strong leadership, communication, and stakeholder engagement at senior/C‑suite levels. - Consultative, empathetic approach with conflict‑resolution skills. - Self‑motivated, results‑oriented, capable of independent work with minimal oversight. - Proficiency in CRM/CSM tools (Salesforce, ChurnZero) and quick adaptability to new software. - Excellent organization, multitasking, and prioritization in fast‑paced environments. Required Education & Certifications: - Bachelor’s degree in Business, Law, Information Systems, or related field preferred. - Valid certifications in Customer Success, SaaS, or account management (e.g., Certified Customer Success Manager®) are a plus.

Denver, United states

Hybrid

Junior

26-11-2025