About Settify

Settify, an AI-backed technology, is the global leader in client intake systems for law firms. It streamlines the initial information-gathering process, helping clients articulate key details when seeking legal assistance, particularly in areas like family law and wills. Collecting new client information can involve significant time and cost spent on both sides. Using Settify saves time, increases the accuracy of their work and ultimately, helps their clients by reducing their costs and increases their chance of success in their matters.

We have reimagined client relationships by focusing on tech solutions that foster immediate trust and connection with clients. Our focus is on scaling the business, and this role will be a key component to help us achieve this growth.

We’re headquartered in Sydney, Australia and have a growing brand presence in Canada, the USA, the UK, Australia and New Zealand. Our amazingly talented team members are based across 9 time zones and 17 cities in the world, including Brisbane, Melbourne and Perth in Australia.

What you’ll do

This role is best suited to someone who is eager to become a trusted and strategic advisor to our partner law firms, driving deeper engagement and usage of our products.

You will work closely with our Sales and Operations teams to ensure high product usage and customer retention across your customer portfolio.

To make this happen you will:

• Provide training to new customers and set them up to use the system to the best of its abilities.
• Create success plans and regular check-ins to optimise the use of Settify and encourage better usage; identify upsell opportunities.
• Monitor existing customer health through product and operational analytics.
• Develop churn risk mitigation strategies to ensure high retention of customers.
• Provide tech support - this will include but is not limited to managing customer enquiries relating to their account, invoice inquiries and assistance with the platform.
• Maintain up to date client data in Salesforce and other databases.

You will also;

• Adoption and Client Success: Drive value through regular check-ins, training, addressing blockers to adoption, and providing best practice advice.
• Customer Advocacy and Feedback: Develop strong feedback loops between Settify and your customer portfolio.
• Strategy and Process Improvement: Experiment with new ideas, processes and tools to improve and scale the way that we engage with customers.

What you’ll bring:

• 3+ years client success or account management experience in a B2B SaaS company.
• Experience with Salesforce CRM and Service Cloud, Microsoft365 Suite, Notion and Slack is preferred.
• Expertise with data and making inferences including highlights, opportunities, and recommendations to solve problems.
• Exposure to Legal Tech or SaaS products.
• Experience as a paralegal or client engagement advisor in the legal industry will be looked upon favourably.

You are the type of person who

• Enjoys taking responsibility and ownership of your work and consistently deliver quality results.
• Passionate about helping clients, with an above and beyond attitude.

CORTO is an inclusive, people-first company committed to breaking down institutional barriers that keep people from reaching their potential. If you meet some, but not all the requirements above, we encourage you to still submit your application.

Why join Settify?

• Your work matters. We solve real world problems that improve and support local, everyday law firms. So they can do their best work for the people in the communities they serve.
• Make an impact. You won’t be another ‘cog in the wheel’ here. We give full trust and autonomy for you to be heard, to work on big & complex projects – and to make a real difference.
• Work with a group of authentic, passionate people who love what they do.
• Well-funded and global. CORTO is part of ATI – one of the largest international LegalTech companies.
• Flexible and hybrid working. We engage, share, and collaborate on ideas and workflows.
• Career and learning opportunities; we move fast and need smart people to get us where we're going. We are a scaling business and looking for people who want to grow with us.
• Have fun with us. Celebrations. Socials. Sports teams. Access to sailing and yacht events.
• We value your well-being - Wellness focus with additional time off, gym membership and other perks.
• Fast-paced tech environment, if we don't disrupt ourselves someone else will do it!
• Access to LEAP Home - a program unique to LEAP to support you in buying your primary residence.