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For Companies At a Glance
- Tasks: Support customers from onboarding to ongoing support, ensuring they maximise value from our platform.
- Company: Join a fast-growing legal tech company transforming transaction management with innovative technology.
- Benefits: Enjoy a competitive salary, 25 days holiday, early finish Fridays, and a personal development budget.
- Why this job: Kickstart your career in Customer Success while working with cutting-edge AI tools and a supportive team.
- Qualifications: Strong interest in Customer Success, excellent communication skills, and a proactive attitude.
- Other info: Be part of a diverse, inclusive culture with regular team events and opportunities for growth.
The predicted salary is between 28000 - 42000 £ per year.
About Legatics
Legatics is transforming legal transaction management through intuitive, intelligent technology that removes manual work and helps legal teams collaborate more efficiently. We work closely with leading law firms to modernise deal execution and improve the experience for both lawyers and their clients. We are growing our Customer Success team and are looking for a proactive, enthusiastic Customer Success Executive to help us deliver exceptional experiences for our customers.
Role Overview
This is a junior-level role designed for individuals looking to start and grow a career in Customer Success within a high-growth legal tech company. As a Customer Success Executive, you will support the full customer lifecycle - from onboarding through adoption and ongoing support - ensuring that users get maximum value from the Legatics platform. You will play a key role in customer enablement, delivering adoption, managing a low-volume support inbox, owning the onboarding and offboarding processes, and contributing to customer health and retention. You will work closely with and learn from the Senior Customer Success Manager, while receiving strategic guidance from the VP, Customer. This role is ideal for someone who takes initiative, is curious, eager to learn, comfortable with technology (including AI tools), and excited about building strong relationships with customers.
What you’ll be doing
- Onboarding
- Support customer onboarding, including setting up new workspaces, delivering training sessions, and guiding users through best practices.
- Conduct product demonstrations for new and existing customers with confidence, clarity, and enthusiasm.
- Assist in driving customer adoption by understanding their workflows, identifying opportunities for optimisation, and reinforcing product value.
- Continuously seek to improve training efficiency and reach through automation and AI-enhanced content creation.
- Customer Support & Engagement
- Manage a low-volume support inbox, ensuring timely, high-quality responses and excellent customer satisfaction.
- Troubleshoot user queries and collaborate with Product and Engineering teams when needed.
- Maintain accurate customer records and interaction notes within the CRM and CS tools.
- Assist in the creation and delivery of training materials (knowledge base articles, user guides, video tutorials).
- Proactively identify opportunities to introduce AI-based tools to enhance support workflows, reporting and responsiveness.
- Support creation of customer-facing resources, documentation, and guides to enhance self-service and product understanding.
- Customer Lifecycle Management
- Assist with customer offboarding processes, ensuring smooth transitions and capturing feedback.
- Monitor usage insights to identify opportunities for re-engagement or proactive outreach.
- AI-Enabled Work & Literacy
- Leverage AI tools to enhance productivity in customer support, reporting, and communication.
- Continuously develop AI literacy to improve workflows, analyse customer needs, and support automation initiatives.
- Collaboration & Continuous Improvement
- Work closely with the Senior CSM to support overall customer strategies and priorities.
- Provide actionable customer feedback to internal teams to drive product improvements.
- Contribute to building a scalable, efficient Customer Success function as Legatics grows.
Who would you be working with?
You would be working with a welcoming, inclusive, and committed team. Team culture is really important to us. We’re looking for someone excited to join as a key employee at this important stage in our growth — someone who brings fresh ideas and new perspectives to Legatics. You’ll have regular opportunities to collaborate with senior leadership and contribute directly to strategic conversations. We’re a friendly and passionate bunch with a wide range of interests, and we love to socialise together too, holding regular team events.
What we need from you
- A strong interest in starting or growing a career in Customer Success
- Excellent communication skills, both written and verbal
- Take ownership, show adaptability and have a growth mindset
- Enthusiastic, proactive, and eager to learn
- Confident delivering demos or presentations to customers or small groups
- Comfortable managing a support inbox with professionalism and attention to detail
- Tech-savvy, with strong general digital literacy and a desire to deepen AI skills
- Highly organised with an ability to prioritise multiple responsibilities
Bonus points (but don’t let these put you off applying) if:
- You have experience in a customer-facing role (support, sales, onboarding, hospitality, etc.)
- You’re familiar with SaaS tools or legal technology
- You’ve had exposure to CRM or customer success platforms
- You have an interest or background in the legal sector
What we offer you
- Salary of £35,000 (depending on experience)
- 25 days holiday per year (plus public holidays).
- Early Finish Fridays – on the last Friday of every month, we finish at lunchtime!
- Pension with NEST.
- Personal Learning & Development budget.
- Enhanced parental leave policies so you can spend more time with your family.
- Lots of opportunities for accelerated professional development and career progression.
- Work alongside a supportive and talented team with the opportunity to grow one of the world’s leading LegalTech scale-ups.
- A warm, genuinely collaborative culture and an awesome team; and Regular socials.
Power in diversity
We put users at the heart of our design to provide legal transaction experiences that everyone loves. In order to make that a reality, we seek to foster a diverse and inclusive working environment that can empower our people to be creative, effective and innovative, to build a brand we are proud of. We don’t discriminate against gender, race, religion or belief, disability, age, marital status or sexual orientation. Whatever your background may be, we welcome anyone with talent, drive and emotional intelligence. We’re committed to building a diverse team, and are constantly looking for ways to improve our processes to help us do that.
Customer Success Executive in City of London employer: Legatics Limited
Contact Detail:
Legatics Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Executive in City of London
✨Tip Number 1
Get to know the company inside out! Research Legatics, their products, and their culture. This will help you tailor your conversations and show genuine interest during interviews.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and even referrals that might just land you the job.
✨Tip Number 3
Practice your demo skills! Since you'll be delivering product demonstrations, get comfortable showcasing your knowledge. Role-play with friends or family to boost your confidence.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really want to be part of the Legatics team.
We think you need these skills to ace Customer Success Executive in City of London
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for Customer Success shine through! We want to see that you're excited about the role and eager to help our customers get the most out of Legatics.
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with what we're looking for. Mention any relevant customer-facing roles or tech-savviness that could set you apart!
Be Clear and Concise: Keep your writing clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant, and make sure to proofread for any typos!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our growing team!
How to prepare for a job interview at Legatics Limited
✨Know the Product Inside Out
Before your interview, make sure you understand Legatics and its platform thoroughly. Familiarise yourself with their features, benefits, and how they help legal teams. This will not only show your enthusiasm but also allow you to speak confidently about how you can contribute to customer success.
✨Showcase Your Communication Skills
As a Customer Success Executive, communication is key. Prepare to demonstrate your ability to convey complex information clearly and engagingly. You might even want to practice delivering a mock product demo to showcase your presentation skills and confidence.
✨Emphasise Your Tech Savviness
Since the role involves using AI tools and CRM systems, be ready to discuss your experience with technology. Highlight any relevant tools you've used in the past and express your eagerness to learn more about AI and digital literacy, as this aligns perfectly with what Legatics is looking for.
✨Prepare Questions That Show Your Curiosity
Interviews are a two-way street, so come prepared with thoughtful questions that reflect your interest in the role and the company. Ask about the team culture, opportunities for professional development, or how they measure customer success. This shows you're proactive and genuinely interested in contributing to their mission.
