Customer Success Lead, Enterprise

Codes Health

Enterprise Customer Success Lead responsible for managing enterprise accounts at Codes Health. Fostering relationships, ensuring customer value, and driving account health in a remote role.

Posted 4/23/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Own a portfolio of enterprise accounts starting post-sale, from building key relationships to maintaining account health
Lead structured onboarding for new enterprise customers — platform training, first case submission, integration into firm workflows
Conduct regular business reviews (QBRs) and executive check-ins to surface value, resolve friction, and identify growth opportunities
Maintain documented account health status for every firm in your portfolio; flag at-risk accounts and lead recovery plans
Own expansion within your book: upsell volume, additional practice areas, additional offices, and new service lines
Be the customer's advocate internally — route feedback to product, operations, and leadership and close the loop with customers on outcomes
Build and iterate on scalable playbooks for onboarding, QBRs, renewals, and escalations
Collaborate with the Support Lead to ensure enterprise escalations are resolved quickly and with white-glove service

Requirements

What you’ll need

4–7 years of B2B Customer Success or Account Management experience, ideally in legal tech, healthcare tech, or a document/workflow SaaS
Demonstrated track record managing enterprise accounts with strong NRR and expansion results
Executive presence — comfortable running QBRs with partners and firm administrators
Highly organized, process-oriented: you build playbooks, not just relationships
Strong instincts for identifying expansion signals and converting them into revenue
Experience with CRM / CS platforms (Salesforce, HubSpot, Gainsight, or equivalent)
Comfortable in an early-stage environment — you can build structure without waiting to be told.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Codes Health Website LinkedIn All Job Openings 11 - 50 employees 🤖 Artificial Intelligence ☁️ SaaS 🤝 B2B Artificial Intelligence
SaaS
B2B Codes Health is a company that provides a legal-grade AI platform and services to automate medical record retrieval, review, and case chronologies for law firms handling pre-litigation matters. It combines automated retrieval and follow-ups, AI-powered extraction and error-checking, and human verification (nurses/paralegals) to surface diagnoses, treatments, and billing details, helping attorneys find hidden facts, reduce rejections, and settle cases faster. The product is targeted at personal injury, mass tort, medical malpractice, workers' compensation, and related litigation practices. Customer Success Lead, Enterprise 🔥 6 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟠 Senior 🏆 Customer Success Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Own a portfolio of enterprise accounts starting post-sale, from building key relationships to maintaining account health
Lead structured onboarding for new enterprise customers — platform training, first case submission, integration into firm workflows
Conduct regular business reviews (QBRs) and executive check-ins to surface value, resolve friction, and identify growth opportunities
Maintain documented account health status for every firm in your portfolio; flag at-risk accounts and lead recovery plans
Own expansion within your book: upsell volume, additional practice areas, additional offices, and new service lines
Be the customer's advocate internally — route feedback to product, operations, and leadership and close the loop with customers on outcomes
Build and iterate on scalable playbooks for onboarding, QBRs, renewals, and escalations
Collaborate with the Support Lead to ensure enterprise escalations are resolved quickly and with white-glove service 🎯 Requirements
4–7 years of B2B Customer Success or Account Management experience, ideally in legal tech, healthcare tech, or a document/workflow SaaS
Demonstrated track record managing enterprise accounts with strong NRR and expansion results
Executive presence — comfortable running QBRs with partners and firm administrators
Highly organized, process-oriented: you build playbooks, not just relationships
Strong instincts for identifying expansion signals and converting them into revenue
Experience with CRM / CS platforms (Salesforce, HubSpot, Gainsight, or equivalent)
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Hard Skills & Tools

B2B Customer SuccessAccount Managemententerprise account managementonboardingbusiness reviewsupsellingplaybook developmentrevenue conversionprocess-oriented

Soft Skills

relationship buildingorganizational skillsexecutive presenceadvocacycollaborationproblem-solvingcommunication