About LEAP

LEAP is the leading provider of Legal Practice Productivity Solutions in the world and is part of ATI – one of the largest international LegalTech companies. For more than 30 years, our curiosity and commitment to continual improvement has kept us reimagining productivity tools for lawyers and their staff to support our guiding purpose, to ‘Help lawyers who help people’. The market leading software we develop and support is used by more than 100,000 lawyers and their staff in small and medium sized law firms.

Working alongside our international team of passionate high achievers, you’ll join a fast-growing technology business where things seldom stay the same for long. With more than 1000 smart, caring and ambitious ‘LEAPsters’ working together across Australia, Canada, the United States, the United Kingdom, the Republic of Ireland, Poland and New Zealand, you’ll find yourself in good company here.

Meet the Client Success Team

Our Client Success team are the experienced LEAP specialists responsible for managing, onboarding, training and retaining clients with LEAP’s Core product as well as Integrated Products and Apps. As a trusted LEAP expert, you’ll work closely with clients to enable easy and efficient utilisation of LEAP software, leaving our clients free to focus on what they do best.

You'll provide hands-on, on-site and face to face support that give our clients comfort and confidence in the power of our products. This is a valuable opportunity to have powerful impact in a meaningful space, guiding clients from day one right through to ‘business as usual’.

What you'll do

As our newest Sydney based Client Success Manager you will ensure long-term retention of our clients with your relationship management skills and knowledge of the legal industry. You will maximise our client's satisfaction and loyalty to the LEAP product which will minimise client churn, and effectively engage with at-risk clients to win their confidence and develop successful product adoption and retention strategies. You will be involved in aspects of support, account management, product and feature demonstration, education of clients and your day to day might look like this:

• Maximise the productivity of clients using LEAP by confidently demonstrating new features, products and add-ons
• Build trusted relationships by understanding the client’s challenges and needs and provide/facilitate effective solutions
• Work with key stakeholders (Principals and Practice Managers) to suggest improvements to productivity and utilisation using LEAP features and products
• Identify at-risk accounts by monitoring and analysing “Client Health” metrics, NPS results and other feedback to identify clients who are not realising the full benefit from their investment in LEAP
• Collate positive client testimonials for use in marketing material
• Represent the voice of the client to provide input into LEAP Dev, Marketing and Sales
• Collaborate closely with Implementations, Renewals and Companion Product teams to address issues and to identify expansion / upsell opportunities
• Ensure all client activity is accurately logged in Salesforce (CRM) in a timely manner
• Attend and present at conferences, roadshows, webinars, exhibitions and events, networking with existing clients and prospective clients
• Achieve individual and team targets, including “Top 5” goals aligned with the company’s goals

To be successful in this client facing role you will have 2+ years experience working in a law firm in some capacity and a proactive approach to client satisfaction. On top of that, you will bring:

• A proven ability to negotiate and engage in a confidence-winning manner, achieving commercial outcomes and high levels of client satisfaction and loyalty
• A track record of meeting and / or exceeding sales targets and KPIs
• The ability to build strong relationships with both clients and internal stakeholders through confidence and trust
• Experience navigating challenging situations and clients

You are the type of person who

• Builds trusting relationships using appropriate interpersonal styles to establish effective relationships with clients and internal partners; interacting with others in a way that promotes openness and trust and gives them confidence in one’s intentions
• Is proactive – you take prompt action to accomplish objectives, and achieve goals beyond what is required
• Is passionate about client satisfaction – you take responsibility for client satisfaction and loyalty and can sense the appropriate approach to ongoing client support
• Has high impact communication – you can clearly and succinctly convey information and ideas to individuals and groups in a variety of situations; communicating in a focused and compelling way that drives others’ thoughts and actions
• Has exceptional time management – you can effectively manage your time and resources to ensure that work is completed efficiently and to the highest of standards!
• Has strong presentation skills – you can effectively present LEAP features to a group of people and ability to read the room

LEAP will provide you with the best training, equipment, mentoring and support that we are capable of to optimise the chances of you being successful. In addition to that you'll receive:

• Friendly, supportive, and driven culture
• Complimentary gym membership
• Flexible Work Environment
• Fully stocked pantry
• Monthly massages
• Break out area and sporting activities
• Monthly celebrations for birthdays, work anniversaries, new joiners
• Generous Parental Leave benefits
• One additional paid "Be Me" leave day per year to celebrate being you!
• Opportunity to participate in our Employee Share Scheme

To ensure the successful management and growth of existing business and the identification and development of new clients and business partnerships in order to achieve strategic goals whilst maximising profits in accordance with John Crane business ethics and procedures.

Business Development:

• Promote and sell John Crane products and solutions within a designated territory to achieve individual and team budgets.
• Achieve monthly and yearly orders and sales budgets.
• Develop and grow John Crane’s existing client base.
• Promote JCA quality products, superior service levels, and a professional image to the market place.
• Set and achieve new sales and client account management strategies and strategic plans in line with company philosophies, guidelines, budgets and time frames.
• Development of budget plans and values.
• Establish and maintain customer call cycles as appropriate and in conjunction with the Sales Manager
• Follow up of customer visits and quotations in a timely and professional manner with the view to gaining business and closing orders in favour of John Crane Australia.
• Ensure that industry knowledge, product knowledge and competitor knowledge is continuously researched, maintained and trends are freely communicated to all internal clients.
• Meet and exceed KPI’s as set and agreed to with the Sales Manager

Relationship Management:

• Effective utilization of SAP C4C for quotations, logging customer contact information, sales activities, key account plans and other critical information on a daily basis.
• Provide real-time sale support to all key accounts.
• Provide all customers with real-time progress reports and information on all orders and sales.
• Research industry, supplier, product trends and client requirements to identify potential solutions for customers and opportunities for further new product development.

Who is ShiftCare?

ShiftCare is a fast-growing SaaS scale-up and its innovative software is a market leader that helps Australian & American disability support providers, in-home aged carers, and allied health professionals streamline the way they work by creating efficiencies in rostering, client management, and billing, enabling businesses to grow.

We are seeking a dynamic and experienced Customer Success Manager focused on onboarding to join our team. Our ideal candidate will engage and manage relationships with our customers, ensuring their satisfaction with our products and services, and driving retention and expansion of our customer base.

Responsibilities

• Product Mastery: Develop an in-depth understanding of our product and its features, and work closely with customers to help them maximise the value of our solution.
• Customer Relationships: Build and maintain strong relationships with our customers, acting as their primary point of contact for any questions, concerns, or issues that may arise.
• Onboarding Ownership: Take ownership of the customer onboarding process, collaborate closely with different stakeholders to understand requirements, and ensure a seamless onboarding experience for our customers.
• Customer Health Monitoring: Monitor customer health and engagement metrics, and develop and execute strategies to improve retention and reduce churn.
• Product Adoption: Drive adoption and usage of our product by providing guidance, training, and best practices to our customers.
• SLA Management: Ensure SLAs are met and workloads are managed across all allocated onboarding setups.
• Cross-Functional Collaboration: Build relationships with cross-functional teams (Operations, Engineering, Sales, Product, Marketing) to deliver the best experience for our clients and enhance the company's NPS.
• Customer Advocacy: Represent the voice of the customer to internal teams, providing feedback and insights to help drive product and service improvements.
• Upselling and Cross-Selling: Proactively identify opportunities to upsell and cross-sell our services.

Qualifications & Experience

• Education: Bachelor's degree in business, marketing, or a related field.
• Experience: 2+ years of experience in a customer success or professional, client-focused account servicing role, preferably within a SaaS business.
• Skills:
• Outstanding execution and product demonstration abilities.
• Strong communication and interpersonal skills, with the ability to build relationships with customers and internal stakeholders.
• Experience providing Zoom training sessions to customers with a broad range of technical aptitudes.
• Excellent problem-solving skills, with the ability to identify and resolve complex issues.
• Demonstrated ability to manage multiple projects and customers simultaneously.
• Technical Proficiency: Familiarity with customer success metrics, and the ability to analyse and interpret data to drive action.
• Software Experience: Experience with CRM and customer engagement software (e.g., HubSpot, Intercom, ChurnZero).
• Industry Knowledge: Previous experience working with timesheet, payroll, or accounting software is a bonus.
• Work Ethic: Ability to work independently and remotely, with a strong work ethic and time management skills.
• Industry Familiarity: Familiarity with our industry is a plus.

Key Competencies

• Customer-Centric Mindset: Always prioritising the needs and satisfaction of the customer.
• Strategic Thinking: Ability to see the bigger picture and contribute to the strategic direction of the customer success team.
• Proactive Approach: Taking initiative to anticipate customer needs and resolve potential issues before they escalate.
• Adaptability: Thriving in a fast-paced, dynamic environment with the ability to adapt to changing customer needs and priorities.

Why join Shiftcare?

We offer a competitive salary along with a dynamic and collaborative work environment including:

• Fast-track Growth:
• Experience quick career advancement in our growth-oriented environment, ensuring your potential is recognised and rewarded.
• Job Security:
• Rest easy with stable ownership and meticulous team growth management, building your career on a foundation of stability and forward-thinking.
• Floating Public Holidays:
• Enjoy flexibility to celebrate preferred holidays or personal events with floating public holidays.
• Employee Discount Marketplace:
• Access a wide range of discounted products and services, enhancing your ability to save money and enjoy preferred items.

At Shiftcare, we prioritise creating a workplace where employees can thrive both professionally and personally.

Ready to redefine your career? Join ShiftCare and be part of a revolution in care delivery.

Apply now and be the driving force behind our continued success!

The role: 

You’ll be responsible for maintaining strong relationships across our top 30+ customers, in order to maximise value to Transvirtual. You’ll do this by building a relationship, establishing trust, mapping out their businesses and needs to define opportunities, including adjacent vertical, supporting their business lines not yet using transvirtual. 

You’ll work closely with our existing Customer Success manager who oversees the hundreds of clients we have today, as well as our Support Manager and Technical Product Support Lead. They will help ensure clients needs are completed giving you the support to focus on the commercial aspects of relationships. 

Key to your success will be developing a deep understanding of our products as well as the industry in which we operate in. This will empower you to direct the team on tasks and, where necessary, be autonomous when solving escalated client queries.  

Your focus will be: 

• Building relationships 

• Documenting and detailing out clients businesses to share learnings with the internal team and define opportunities for our growth 

• Report status updates to clients and keep internal stakeholders informed and accountable 

• Ensure client requests are closed to a high standard of satisfaction 

• Collate and share trends and client feedback with product and engineering to ensure improvements are made 

• Provide consultation to customers regarding the most effective use of Transvirtual platform in conducting business 

• Keep HubSpot & Confluence documentation up to date  

Why you will love this role: 

• Become a Client leader in a growing market: We have a growing list of customers in the ANZ markets and looking to expand into more sizable Enterprise level deals in an industry that is growing and evolving rapidly 

• Join a dedicated and experienced team: you’ll work alongside a dedicated and experienced team who have carved out a solid reputation for operational experience 

• Drive your initiatives to success: a large part of this role will have you bringing your own ideas and experiences to challenge how we’ve always done things. As a business we thrive on everyone’s initiative to grow the business.  

• Friendly, with a global presence: we are a fun team, largely based in Australia, but also Philippines, India, USA, and Pakistan. You’ll get the chance to collaborate with multiple teams who are all inclusive and open. 

 
Essential Skills / qualifications: 

• 5 years or more working as a CS or Account Manager in a SaaS or similar business 

• Proven capacity to develop unrivalled product knowledge in a new sector (or Logistics experience) 

• Excellent verbal and written communication skills 

• Experience managing a team, both in office and remote 

• Demonstrable experience working with teams to align on values and behaviours to make improvements  

Desired Skills: 

• Commercial university degree or equivalent  

• Understanding/experience of the logistics sector / SaaS businesses 

• Excellent communication and negotiation skills  

• Ability to connect with a range of customers and find key buying habits of prospects. 

• Great team player who understands the importance of working together to meet a common goal. 

About Transvirtual: 

Transvirtual is a modern SaaS business, delivering industry-leading logistics solutions.  

Inspired by his family’s involvement in the transport industry, our founder set out to build a truly configurable Transport Management System (TMS) that could adapt to the diverse needs of this sector. We’ve built on our unique selling point of configurability by developing a deep network which allows transport businesses to process more data, more effectively, through extensive integrations.  

Today we have evolved our product set beyond TMS and offer a complete logistics solution, expanding beyond Australia into New Zealand, USA and Canada. 

Our culture is constantly evolving, and we ensure strategic alignment through clear goals set using OKRs. We thrive on positive, consistent, and collaborative communication, necessary for a remote first business. We support that through fortnightly all hands meetings and Quarterly Workshops including Retros. 

We’re always looking for outstanding candidates to join us as Technology, Logistics and Growth experts. So, if you’re excited by this opportunity, we’d love to hear from you!