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

Company Name

Actionstep

Job Title

Solutions Engineer

Job Description

Job Title: Solutions Engineer Role Summary: A Solutions Engineer bridges technical expertise and customer engagement for a SaaS legal practice management platform. The role supports the sales team by delivering product demonstrations, addressing pre‑sales inquiries, developing technical documentation, and serving as a trusted advisor throughout the sales cycle. Expectations: - Demonstrate deep product knowledge and stay informed about product roadmap and industry trends. - Align solutions with customer requirements and communicate technical value to both technical and non‑technical stakeholders. - Support sales growth by preparing proposals, technical designs, and post‑sale adoption plans. - Foster long‑term relationships with customers, partners, and internal teams through proactive communication and collaboration. Key Responsibilities: - Conduct live product demos and technical presentations for prospects and customers. - Translate customer needs into tailored solutions; create technical proposals and solution briefs. - Provide pre‑sales technical support and troubleshoot inquiries and objections. - Collaborate with product, engineering, and sales teams to incorporate feedback and stay current on feature releases. - Deliver training sessions to enable sales representatives and new customers to understand product capabilities. - Develop and maintain sales collateral, case studies, and documentation. - Participate in customer, partner, and internal meetings to add value and capture insights. - Contribute to continuous improvement of sales processes and technical enablement programs. - Execute assigned travel to client sites or events as needed. Required Skills: - Excellent verbal and written communication; ability to explain complex technical concepts clearly. - Strong relationship building, empathy, and customer‑centric mindset. - Problem‑solving attitude; proactive and resourceful in resolving technical and business issues. - Technical confidence and rapid learning of new technologies; familiarity with SaaS architecture and cloud platforms. - Ability to coordinate cross‑functional initiatives and influence decision makers. Required Education & Certifications: - Bachelor’s degree in Computer Science, Information Technology, Business, or a related field. - 2–5 years of pre‑sales, solutions engineering, or technical consulting experience, preferably with SaaS or legal‑tech products. - Relevant industry certifications (e.g., Salesforce Administrator/Advanced Analyst, AWS Cloud Practitioner, or equivalent) are a plus but not mandatory.

London, United kingdom

Hybrid

23-12-2025