Customer Success Manager
Core
Own a portfolio of 40+ accounts post-onboarding, driving retention and expansion using a medium-touch model and AI tooling.
Role type
Scaled Customer Success Manager
Builds
Retention and expansion of legal services for venture-backed companies
Domain
Legal services / Private capital / SaaS
Required skills
Portfolio management, Data-driven decision making, Commercial instincts, Cross-functional collaboration, Risk triage, Playbook development
Preferred skills
Legal industry experience, Private markets knowledge, AI tooling proficiency
Technologies
CS platforms, AI tools
Responsibilities
Own a portfolio of accounts as primary contact post-onboarding, Triage and prioritize portfolio by risk and value, Conduct quarterly check-ins and bi-annual Executive Business Reviews, Leverage CS tooling and AI to manage portfolio health, Partner with Account Executives on renewals and expansion, Synthesize account signals to influence product roadmap, Drive Net Dollar Retention, Contribute to playbook development
Seniority
Mid-level, hands-on IC
