Customer Success Manager | SaaS | Series B

About Our Client

This client is a fast-growing legal technology company that provides contract lifecycle management solutions designed to streamline and automate the contract process for businesses. They serve legal, sales, and operations teams by offering tools that enhance efficiency, reduce manual work, and improve compliance through intelligent contract workflows and integrations.

Job Description

y responsibilities of a Customer Success Manager (CSM) include :

Onboarding and Training : Guiding new clients through the initial setup and ensuring they understand how to use the product effectively.

Relationship Management : Building and maintaining strong, long-term relationships with customers to foster loyalty and satisfaction.

Customer Advocacy : Acting as the voice of the customer internally, communicating their needs and feedback to product, sales, and support teams.

Proactive Support : Monitoring customer health metrics and usage to identify risks or opportunities, and proactively addressing issues before they escalate.

Renewals and Upselling : Driving contract renewals and identifying opportunities for account expansion by recommending additional features or services.

Performance Tracking : Analyzing customer data and usage patterns to provide insights and strategic recommendations that maximize customer value.

Collaboration : Working closely with sales, marketing, product, and support teams to ensure a seamless customer experience across all touchpoints.

The Successful Applicant

• 3+ years of experience in Customer Success, Account Management, or similar client-facing roles within SaaS, legal tech, or B2B technology environments.
• A proactive learner with a growth mindset and strong organizational skills and attention to detail.
• Exceptional communication skills, both written and verbal-able to explain complex ideas in simple terms to clients of varying technical backgrounds.
• A tech-savvy problem solver who can quickly understand and articulate the value of a complex software product-experience with legal tech is a plus.
• A customer-first attitude, with a proven track record of building lasting relationships and driving satisfaction, retention, and growth.
• Strong problem-solving abilities-you anticipate challenges and resolve them before they escalate.