Customer Success Manager

Role Overview

You’ll own a portfolio of enterprise law firm clients, analyzing data to find trends and communicating results clearly. You’ll lead business reviews, manage escalations, and find expansion opportunities. On the technical side, you’ll set up EDI and API integrations and use AI tools for analysis and drafting.

What You Will Do

Run weekly account analysis, lead quarterly business reviews, manage escalations, and find expansion opportunities. Set up EDI and API integrations, use AI tools for analysis and drafting, and communicate results clearly.

Why It Might Be a Fit

You’ll thrive here if you have 3–5 years in customer success, account management, or a client-facing ops role with an analytical edge, can independently dig into data, and already reach for AI tools first.

Requirements

• 3–5 years in customer success, account management, or a client-facing ops role with an analytical edge
• Independently dig into data, find the trend, and communicate it clearly
• Already reach for AI tools first and can show examples of it
• Comfortable with dashboards and BI tools (we use Metabase)
• Can run a tight client meeting and write a crisp follow-up
• Stay organized across a full portfolio without losing track of what matters most

Benefits

• Health, Dental, Vision insurance
• 401(k) with company matching
• Paid time off
• 7 Paid company holidays
• 4 Floating holidays per-year
• Life Insurance and AD&D Insurance
• Long Term Disability
• Health Care Reimbursement Flexible Spending Account
• Dependent Care Flexible Spending Account
• EAP (Employee Assistance Program)
• Pet Insurance