Salary
💰 $105,000 - $150,000 per year
About the role
- Lead onboarding sessions and training calls for assigned legal industry clients
- Coordinate internal handoff from Sales and ensure implementation milestones are clearly tracked
- Deliver clear, engaging product walkthroughs and training for end-users and admins
- Own the post-onboarding relationship and serve as the day-to-day point of contact for 5-10 client accounts
- Conduct regular check-ins, surface product feedback, and drive adoption
- Maintain up-to-date onboarding materials, milestone trackers, and usage reports
- Track usage data and account health in collaboration with senior CSMs
- Flag risks early in the customer journey and proactively manage client concerns
- Identify expansion or growth opportunities and loop in Sales as needed
- Support renewals and long-term client satisfaction
- Respond to client questions and coordinate enablement support
- Collaborate with senior CSMs and leadership on strategic account plans
- Help streamline onboarding workflows and identify areas for process improvement
- Contribute to internal documentation and client-facing resources
Requirements
- 3-5 years in Customer Success, account management, or client implementation (SaaS environment preferred)
- Excellent written and verbal communication skills with confidence in client-facing presentations
- Strong project coordination abilities and proven track record of managing multiple accounts simultaneously
- Proactive follow-through and ownership mindset - you don't need to be reminded to follow up
- Proficiency with CRM systems, Google Workspace, Microsoft Suite, and customer success tools
- Attention to detail and ability to maintain accurate documentation and reporting
- Cross-functional collaboration experience working with Sales, Product, and other teams
- Ability to be onsite at least 3 days per week at our NYC office (application form requirement)
- Preferred:
- Experience with legal tech or enterprise B2B customers
- Familiarity with CS platforms (HubSpot, Intercom, Gainsight, ChurnZero)
- Background in usage analytics, milestone tracking, or customer health scoring
- Consulting, project management, or client services experience
- Empathy and service-first orientation with ability to build trust quickly
- Startup environment experience and comfort with ambiguity and evolving processes