Legatics

About the Company

Legatics is a transaction management platform that streamlines the way lawyers collaborate and close deals. With real-time permissioned checklists, status dashboard, signature management and closing set automation, Legatics provides clarity, reduces risk, saves time that is typically written-off, and enhances the client experience. We are trusted by the world's leading law firms, including many of the AmLaw 100, UK top 100 and Chambers Band 1 ranked law firms globally and have had matters originate in over 60 countries.

Listed Jobs

Company Name

Legatics

Job Title

Customer Success Executive

Job Description

**Job Title:** Customer Success Executive **Role Summary:** Entry‑level customer success professional responsible for managing the full customer lifecycle within a fast‑growing legal tech SaaS environment. Key duties include onboarding, user adoption, support, and lifecycle management, with a focus on AI‑enabled efficiencies and strong client relationships. **Expectations:** - Deliver high‑quality onboarding and offboarding experiences. - Drive user adoption and retention through proactive engagement. - Manage a low‑volume support inbox and resolve customer queries. - Collaborate with cross‑functional teams to provide feedback and improve the product. - Continuously improve training and support content, leveraging AI tools. **Key Responsibilities:** - Conduct product demos for new and existing clients, presenting features with clarity and enthusiasm. - Set up new workspaces, deliver training sessions, and guide users through best practices. - Maintain accurate customer records in CRM and CS tools; document all interactions. - Manage inbound support tickets, ensuring timely, high‑quality responses. - Troubleshoot user issues and coordinate with Product/Engineering when needed. - Create and update knowledge‑base articles, user guides, and video tutorials. - Identify opportunities for AI‑based tools to enhance support workflows and reporting. - Assist in customer offboarding, capturing feedback and ensuring smooth transitions. - Monitor usage data to identify re‑engagement or upsell opportunities. - Provide actionable customer insights to senior leadership and product teams. **Required Skills:** - Strong written and verbal communication. - Customer‑centric mindset with adaptability and growth orientation. - Confidence in delivering demos or presentations. - Detail‑focused, well‑organized, with prioritization capability. - Tech‑savvy, comfortable with SaaS platforms, CRM systems, and AI tools. **Required Education & Certifications:** - Bachelor’s degree (any field) or equivalent relevant experience. - No mandatory certifications; willingness to develop AI‑literacy and related skills is desired.

London, United kingdom

Hybrid

Senior

26-11-2025