Customer Success Manager I

📋 Description

• Onboard transactional clients; set up org and users; identify training needs.
• Manage CSA queue; update tickets; log resolutions and outcomes.
• CSA task management; run subscription and usage reports; manage transfers.
• Level II - Customer Support; escalate to technical, billing, or product teams; coordinate with PM/Tech/Sales; share feedback.
• Platform testing; support internal testing of new features for CS.

🎯 Requirements

• 1-2 years in a customer-facing role (CS, support, or account management)
• Engage stakeholders at all levels; show thought leadership
• Excellent interpersonal, communication, and presentation skills
• Proactive, customer-centric problem solving
• Analytical; synthesize data to drive strategic recommendations
• Renewals, upsells, and account expansion knowledge
• Experience in legal tech/SaaS client success

🎁 Benefits

• Open, inclusive, and fun environment
• Medical, dental, and vision benefits; 401(k)
• Flexible PTO
• Opportunity to help revolutionize the legal industry
• Growth opportunities across the company