NetDocuments

Customer Success Manager – Legal Tech

NetDocuments

full-time

Posted on:

Location Type: Hybrid

Location: Lehi • Utah • 🇺🇸 United States

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Salary

💰 $70,000 - $80,000 per year

Job Level

Mid-LevelSenior

About the role

  • Serve as the primary point of contact for a portfolio of legal industry clients
  • Develop strategic relationships
  • Act as a consultative advisor
  • Use Gainsight daily to monitor health scores, automate workflows, log activities, and manage proactive engagement and risk alerts for accounts with churn or low engagement risks.
  • Ensure smooth product adoption tailored to legal workflows and compliance requirements.
  • Manage renewals, identify upsell and cross-sell opportunities and drive account growth.
  • Advocate internally for client needs
  • Conduct regular business reviews (QBRs) to demonstrate ROI and adoption
  • Maintain detailed records of client interactions, milestones, and sentiment using Gainsight Timeline and CTAs
  • Understand and address the unique challenges, regulatory requirements, and compliance nuances of legal clients, offering tailored solutions and best practices.

Requirements

  • Bachelor’s degree in Business discipline or equivalent years’ experience
  • 4+ years in software technology in account management, marketing, customer success, training/consulting services, or project management with a SaaS company.
  • Legal industry experience preferred
  • Gainsight and Salesforce
Benefits
  • 90% healthcare premiums company covered
  • HSA company contribution
  • 401K match at 4% with immediate vesting
  • Flexible PTO (typically 3 to 4 weeks a year)
  • 10 paid holidays
  • Monthly contributions for wellness
  • Access to LinkedIn Learning with monthly dedicated time to explore

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
account managementcustomer successproject managementsoftware technologyconsulting servicesmarketingrenewals managementupsellingcross-sellingproduct adoption
Soft skills
strategic relationship developmentconsultative advisingclient advocacycommunicationorganizational skillsproblem-solvingrisk managementbusiness review facilitationtailored solution offeringinterpersonal skills
Certifications
Bachelor’s degree in Business discipline
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