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Customer Success Consultant (Learning Strategy)

Traveling Coaches

This is a Full-time position in Dallas-Fort Worth, TX posted June 23, 2021.

Is customer service your passion?

Are you able to establish yourself as a trusted advisor?

Do you like consulting with clients to help them reach their goals?

Traveling Coaches is looking for a Client Success Consultant with experience in adult education and learning strategy to oversee a portfolio of customers and collaborate with them to define a learning journey that maximizes the application and user adoption of Traveling Coaches learning products and offerings.

You must be able to multitask with extreme precision, quickly adapt to new technologies, and provide outstanding and effective customer service both over the phone and via email.

If this sounds like you, please take a few minutes to complete our survey at and submit your resume.


· Drive customer success by serving as the primary point of contact to achieve client adoption and satisfaction.

· Build and maintain a relationship with a portfolio of 50-75 client accounts.

· Establish success plans that outline clients’ goals, consult with them on how to execute, and enable them to measure their progress.

· Understand current business challenges and industry trends to help drive strategies on how to fully utilize the learning platform.

· Provide value-added recommendations to customers on learning industry trends and best practices.

· Collaborate cross-functionally to improve overall client experience leading to increased satisfaction and loyalty among clients.

· Help prepare for and lead strategic customer account meetings and regular check-ins.

· Manage client relationships, sustaining greater than 95% retention and renewal targets through ongoing support, technical guidance, and recommendations for implementing a year-long learning journey that maximizes use of e-learning content, customer resources and the client’s learning portal.

· Serve as a customer advocate to identify strategic risks and take actions for resolution.

· Expand accounts by identifying cross-sell and up-sell opportunities for complementary products/services.


· Bachelor’s degree or higher.

· 1-3 years of experience providing outstanding client service for multi-year engagements, and implementation and support of learning, technology, and compliance programs.

· Strong interpersonal and client-facing skills.

· Strong focus on achieving commitments to clients by applying leadership, communications, collaboration, and problem-solving skills.

Additional Preferences

· Passion for customer success and excellence.

· Proven ability to juggle multiple priorities at a time, while maintaining sharp attention to detail.

· Experience with Learning Management Systems, adult education and learning strategy.

· Strong relationship-building skills (internally and externally).

Compensation and Benefits

· Health, dental, vision, short
– and long-term disability insurance

· Employer matching retirement plan

· Flex Plan for medical and childcare expense saving

Office is located in Plano, TX but currently remote work due to COVID-19 and subject to change.

Traveling Coaches is the legal industry’s foremost partner for learning and development and the first company awarded Thought Leader of the Year, Consultant of the Year and Innovative Solution Provider by the International Legal Technology Association.

Since 1995, we have partnered with over 1,000 law firms and corporate legal departments, including UK Magic Circle firms and 87 of the Am Law 100, to increase return on investments through our proven change management and user experience programs.

We work with firms of all sizes and geographies offering innovative solutions such as our award-winning OnGuard Security Awareness Program and Springboard Elevated Learning Program; revolutionary LegalMind Learning Platform; and world-class educational and change management services.

To apply please complete our survey at:

Office is located in Plano, TX.

Currently remote work due to COVID-19.

Job Type: Full-time

401(k) matching Dental insurance Disability insurance Flexible schedule Flexible spending account Health insurance Life insurance Paid time off Paid training Vision insurance Work from home
Monday to Friday
COVID-19 considerations:
Currently remote work due to COVID-19

Application Question(s):
Have you completed our survey?

This is required as a part of the application process.

To apply please complete our survey at:
Bachelor’s (Preferred)
Customer Service: 2 years (Preferred)
Work Location:
Fully Remote

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