Sara Jelenffy

Senior Customer Success Manager @CloudLex - The Legal Cloud

New York, NY, US

CloudLex® is the innovator of the Legal Cloud®, a revolutionary cloud-based legal platform designed exclusively for plaintiff personal injury law firms. CloudLex® enables attorneys to build, manage, and grow their legal practice through its comprehensive suite of visionary applications.• Currently manage a portfolio of 125 clients, representing approximately individual users and $1.9 million in Annual Recurring Revenue (ARR), with clients all accross the US.• Designed and launched a live training program for the Customer Success team; personally traveled to and conducted 18 on-site client trainings over the past two years.• Standardized client onboarding and refresher training by creating a comprehensive playbook which streamlined adoption and boosted user competency.• Successfully onboarded and trained roughly 90 clients remotely.• I partner with my clients to optimize workflows and align platform use with business goals.• Initiated a scalable process for our feedback and development requests, ensuring client suggestions are reviewed and implemented. Clients love feeling heard and seeing positive changes they contributed to!• Provide continuous education through live webinars, detailed help desk content, and timely release updates to ensure clients stay informed and empowered.• Resolve client inquiries swiftly, including those related to training, support, reporting, onboarding, migrations, and feedback.• Leverage Salesforce to execute proactive outreach for annual renewals and retention efforts.• Skilled at managing multiple internal and external priorities, ensuring timely execution of initiatives.

Roxbury Community College

Associate of Science (A.S.)

Newbury College

Bachelor's degree