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Client Success Manager - Law Firms (West)
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We're Proof, a high-growth startup in the legal tech industry, founded in 2017. We offer a best-in-class legal services platform used by thousands of law firms and property management companies. Our platform enables law firms and collections parties to access efficient, transparent, and accessible legal and document delivery services, traditionally out of reach. We are on a path to double our business this year and are building a team to help us scale rapidly.
We welcome individuals from all backgrounds who are eager to help build a future where legal services are readily accessible, affordable, and efficient. If you have curiosity, passion, and a collaborative spirit to drive change in an outdated industry, we want you on our team.
About the Role:
We are seeking a motivated and experienced Client Success Manager (CSM) to join our team. The CSM will serve as the primary point of contact for our law firm clients in the Mountain / West Region of the US, driving success through needs analysis, tailored solutions, and exceptional client support. While legal experience is a plus, it is not required. The ideal candidate will also have the ability to effectively communicate with C-suite executives and senior leadership.
Responsibilities:
- Conduct in-depth needs analysis with law firm clients to understand their specific challenges and objectives
- Develop customized solutions and workflows that address the unique needs of each client
- Collaborate with internal teams to ensure seamless client onboarding, lead training sessions, and support successful implementation of customized solutions.
- Serve as the primary point of contact for clients, providing ongoing support and guidance throughout the engagement
- Monitor client usage and engagement, identifying opportunities for upselling and cross-selling by partnering with POD teammates to identify and drive revenue growth
- Work closely with your pod (AE and SDR) to ensure alignment on client priorities and account strategies
- Act as a liaison between clients and our product and engineering teams to provide feedback and drive product improvements
- Build and maintain strong relationships with clients, establishing yourself as a trusted advisor and advocate for their needs
- Track and report on client success metrics, including customer satisfaction, retention, and revenue growth
- Develop strategic account plans to drive long-term client success and identify growth opportunities
- Handle client escalations and concerns, negotiating timelines, scope, and expectations as needed
Requirements:
- 5+ years of experience in customer success, account management, or a related client-facing role
- Strong communication skills, including the ability to engage effectively with C-suite executives
- Proven ability to develop customized solutions and workflows for enterprise clients
- Excellent interpersonal and relationship-building skills
- Strong analytical and problem-solving abilities, with the capacity to quickly resolve client issues
- Ability to work independently and collaboratively with internal teams
- Experience with CRM, support, and project management tools, such as HubSpot and Intercom
- Legal experience is a plus, but not required
- This position requires the employee to live and work from the West / Mountain region.
- Candidates must reside in one of the following Mountain/ West Coast locations:
- Colorado
- California
- Arizona
- Utah
- Relocation assistance is not available for this position
- This role requires approximately 50% travel, including regular in-territory visits up to two weeks each month
Compensation
- Base Salary range $80,000- $ 100,000 based on experience and location
- Eligible for bonus structure and additional compensation based on performance - OTE $120,000 - $150,000
Benefits
- Full time, remote, salary position
- Medical, dental, vision, disability insurance, and 401k available
- Flexible time off (paid planned and sick time, and paid holidays)
- Necessary equipment provided
E-Verify
This company participates in E-Verify, for more information view the Participation and Right to Work Posters.
Ready to apply?
Apply to Proof
Location: Remote
About Us
We're Proof, a high growth company in the legal tech industry founded in 2017. We've built a best-in-class legal services platform used by thousands of law firms with a sustained average growth rate of over 10%. Our marketplace platform helps law firms and pro se parties access more efficient, transparent, and accessible legal services that are not traditionally available to everyone. Our primary services are Service of Process and E-Filing. We currently support over 3,000 law firms throughout the US and countless pro se parties.
We welcome people from all backgrounds who seek the opportunity to help build a future where access to legal services is readily available, affordable, and efficient. Work with us if you have the curiosity, passion, and collaborative spirit to achieve the fundamental change in an outdated industry.
About the Role
We are looking for a seasoned, relationship-oriented Account Manager who thrives in the field. This is a remote role with extensive travel. So it is ideal for someone who loves being on the road, meeting clients face-to-face, understanding their operations, and becoming a trusted strategic partner.
You will own relationships across some of our biggest and most complex accounts in the Property Management vertical. Your primary responsibilities will be retention, expansion, and maximizing adoption across our suite of products.
This is a pivotal role at Proof, you will help shape how we partner with the largest PM portfolios in the country and ensure we deliver world-class service.
Responsibilities
Account Ownership & Relationship Management
- Own and manage a portfolio of major Property Management clients across the U.S.
- Build deep, consultative relationships with executives, regional managers, and onsite staff.
- Become the go-to point of contact for all strategic and day-to-day needs.
- Conduct regular QBRs, onsite visits, and performance reviews.
Retention & Growth
- Drive high retention and reduce churn through proactive, hands-on support.
- Identify and execute expansion, upsell, and cross-sell opportunities.
- Ensure clients are fully educated on our capabilities and new products.
- Build account plans that forecast risks, opportunities, and expansion paths.
Operational Excellence
- Partner with Product, Ops, and Support to solve issues, streamline workflows, and implement improvements.
- Understand client operational processes deeply and serve as their internal advocate.
- Monitor usage metrics and proactively address adoption gaps.
- Provide feedback to leadership on trends, needs, and market opportunities.
Travel & Onsite Engagement
- Travel frequently to meet with PM portfolios and regional teams.
- Host trainings, onsite workshops, and relationship-building sessions.
- Attend conferences, industry events, and customer summits as needed.
Qualifications
- 4–6+ years of Account Management, Customer Success, or field-based client-facing experience
- Proven track record of managing large, complex accounts or multi-site clients
- Ability and willingness to travel extensively (“road warrior”)
- Strong communicator with high emotional intelligence
- Deeply customer-focused and comfortable handling escalations
- Ownership mindset- you treat your accounts like your own business
Preferred Qualifications
- Experience in property management, proptech, legal tech, or operations-heavy customer portfolios
- Experience driving expansion, renewals, and cross-functional customer initiatives
- Ability to run structured QBRs and executive-level reviews
- Experience working in a fast-moving startup or scale-up environment
Compensation
- $100,000–$130,000 base salary + variable commission, with on-target earnings (OTE) of approximately $180,000.
- Eligible to participate in company bonus plan
Benefits
- Full time, remote, salary position
- Medical, dental, vision, disability insurance, and 401k available
- Flexible time off (paid planned and sick time, and paid holidays)
E-Verify
This company participates in E-Verify, for more information view the Participation and Right to Work Posters.
Ready to apply?
Apply to Proof
Client Success Manager - Law Firms (Central)
Share this job
We're Proof, a high-growth startup in the legal tech industry, founded in 2017. We offer a best-in-class legal services platform used by thousands of law firms and property management companies. Our platform enables law firms and collections parties to access efficient, transparent, and accessible legal and document delivery services, traditionally out of reach. We are on a path to double our business this year and are building a team to help us scale rapidly.
We welcome individuals from all backgrounds who are eager to help build a future where legal services are readily accessible, affordable, and efficient. If you have curiosity, passion, and a collaborative spirit to drive change in an outdated industry, we want you on our team.
About the Role:
We are seeking a motivated and experienced Client Success Manager (CSM) to join our team. The CSM will serve as the primary point of contact for our law firm clients in the Mountain / West Region of the US, driving success through needs analysis, tailored solutions, and exceptional client support. While legal experience is a plus, it is not required. The ideal candidate will also have the ability to effectively communicate with C-suite executives and senior leadership.
Responsibilities:
- Conduct in-depth needs analysis with law firm clients to understand their specific challenges and objectives
- Develop customized solutions and workflows that address the unique needs of each client
- Collaborate with internal teams to ensure seamless client onboarding, lead training sessions, and support successful implementation of customized solutions.
- Serve as the primary point of contact for clients, providing ongoing support and guidance throughout the engagement
- Monitor client usage and engagement, identifying opportunities for upselling and cross-selling by partnering with POD teammates to identify and drive revenue growth
- Work closely with your pod (AE and SDR) to ensure alignment on client priorities and account strategies
- Act as a liaison between clients and our product and engineering teams to provide feedback and drive product improvements
- Build and maintain strong relationships with clients, establishing yourself as a trusted advisor and advocate for their needs
- Track and report on client success metrics, including customer satisfaction, retention, and revenue growth
- Develop strategic account plans to drive long-term client success and identify growth opportunities
- Handle client escalations and concerns, negotiating timelines, scope, and expectations as needed
Requirements:
- 5+ years of experience in customer success, account management, or a related client-facing role
- Strong communication skills, including the ability to engage effectively with C-suite executives
- Proven ability to develop customized solutions and workflows for enterprise clients
- Excellent interpersonal and relationship-building skills
- Strong analytical and problem-solving abilities, with the capacity to quickly resolve client issues
- Ability to work independently and collaboratively with internal teams
- Experience with CRM, support, and project management tools, such as HubSpot and Intercom
- Legal experience is a plus, but not required
- This position requires the employee to live and work from the Central region.
- Candidates must reside in one of the following Central US locations:
- TX, OK, AR, MO, IL, IN, WI, MI, OH, KY, or WV.
- Relocation assistance is not available for this position
- This role requires approximately 50 percent travel, including regular in-territory visits up to two weeks each month
Compensation
- Salary range $80,000 - $100,000 based on experience and location
- Eligible for bonus structure and additional compensation based on performance - OTE $120,000 - $150,000
Benefits
- Full time, remote, salary position
- Medical, dental, vision, disability insurance, and 401k available
- Phone and Internet monthly stipend
- Flexible time off (paid planned and sick time, and paid holidays)
- Necessary equipment provided
E-Verify
This company participates in E-Verify, for more information view the Participation and Right to Work Posters.
Ready to apply?
Apply to Proof