Guide clients through the full customer success lifecycle: Purchase, Onboarding, Adoption, Retention, Expansion, Advocacy, and Churn Reduction.
Deliver tailored onboarding and training programs to address specific client use cases and industry challenges, and provide advanced training on features such as field logic, conditional formatting, and automated workflows.
Share best practices for clients on updates to the platform, advanced features, and integration opportunities with their existing systems.
Build strong relationships by deeply understanding clients' objectives and ensuring they achieve measurable success with Avvoka.
Act as the first point of contact for resolving technical inquiries, troubleshooting issues, and proactively identifying opportunities for optimization.
Monitor client usage metrics and health scores, using data to identify opportunities to improve adoption and satisfaction.
Identify opportunities for upselling and cross-selling additional features, integrations, or consulting services.
Conduct regular business reviews to demonstrate ROI and showcase how Avvoka adds value to their operations.
Develop and maintain user guides, best practice documentation, and training materials to empower clients and streamline internal CSM workflows.
Provide advanced technical support, including troubleshooting template issues, explaining conditional logic, or assisting with API-based integrations.
Track client interactions, monitor engagement metrics, and maintain records of risks or opportunities in the CRM.
Support internal teams by representing client needs during product roadmap discussions and strategy sessions.
Requirements
Strong technical aptitude with an ability to learn and explain complex software features to non-technical users.
Proficiency in understanding field logic, boolean expressions, and other coding principles used in contract automation tools.
Proven experience managing multiple client accounts and projects simultaneously, maintaining organization and attention to detail.
Excellent communication skills, capable of simplifying complex concepts and fostering trust with stakeholders at all levels.
Demonstrated ability to identify and proactively solve client issues with flexibility and creativity.
Prior experience in a Customer Success Manager role within SaaS, legal tech, or contract management industries.
Familiarity with the challenges faced by legal teams, particularly in contract drafting, negotiation, and lifecycle management.
Experience driving revenue growth through account management, upselling, and cross-selling.
Benefits
Remote First hybrid working - Choose your days in office based on operational requirements
Private health insurance through VitalityHealth (post-probation), including discounted gym memberships
Access to WeWork amenities (coffee, community events, modern workspaces)
Summer Fridays - finish early every other Friday in July and August
Monthly socials and quarterly team events
Annual learning and development budget
Home office IT allowance
25 days’ annual leave plus public holidays
Company pension scheme
Right to request flexible working arrangements
A collaborative, transparent company culture with real opportunities for growth
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
communication skillsproblem-solvingorganizationattention to detailrelationship buildingflexibilitycreativitytrust fosteringclient advocacytraining delivery