Customer Success Manager

Tavrn

Customer Success Manager at Tavrn managing Growth-tier accounts and driving adoption of records retrieval tools. Focused on renewals and identifying expansion opportunities with clients in the legal sector.

Posted 7/29/2026full-timeSan Francisco • California • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing customer success and account management within B2B SaaS, focusing on renewal and expansion strategies. Proficient in utilizing CRM tools like HubSpot to track account health and drive customer engagement.

Highest-signal resume keywords

Customer Success ManagementAccount ManagementRenewal StrategyHubSpot CRMB2B SaaS Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account PlanningPipeline ManagementHealth Score MonitoringChurn Risk MitigationExpansion Opportunity Identification

Soft Skills

Organizational SkillsSelf-DirectionCommunication Skills

Tools & Technologies

HubSpot

Industry Keywords

Legal TechPersonal InjuryB2B SaaS

About the role

Key responsibilities & impact

Own a named book of Growth-tier accounts as the primary point of contact from onboarding through renewal
Build and execute account plans that drive adoption of Tavrn's records retrieval and chronology tools
Run regular check-ins and business reviews with firm leadership and case management staff
Monitor account health, get ahead of churn risk, and lead save efforts on at-risk renewals
Identify and execute expansion opportunities — new practice areas, additional seats, upsells
Partner with Support and Tech Ops to resolve escalations affecting your accounts
Maintain accurate pipeline, health scores, and renewal forecasts in HubSpot
Contribute customer feedback to Product and Marketing (case studies, NPS follow-up, referrals)

Requirements

What you’ll need

2–4 years in a customer success or account management role, ideally in B2B SaaS
Track record of owning renewal and expansion targets, not just satisfaction scores
Comfortable running business reviews and having commercial conversations directly with customers
Organized and self-directed — you can manage a full book without close oversight
Experience with a CRM (HubSpot preferred) and comfort working from ARR/health data
Legal, legal tech, or personal injury industry experience is a strong plus

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Tavrn Website LinkedIn All Job Openings 51 - 200 employees Founded 2022 ⚖️ Legal 🤖 Artificial Intelligence 🤝 B2B 💰 $15M Series A - Tavrn on 2025-07 Legal
Artificial Intelligence
B2B Tavrn is an AI case-preparation platform used by personal-injury law firms to automate and accelerate case workflows. The platform centralizes medical record retrieval (agentic workflows to fetch records from thousands of providers nationwide), ingests and organizes inbound documents, and generates structured medical chronologies and demand letters — often delivering clear, usable overviews in under 24 hours. Tavrn positions itself as a B2B legal technology solution that links every action, file, and insight in a case file to move more cases to settlement faster without phone calls or faxes. Customer Success Manager Job not on LinkedIn 🔥 5 minutes ago 🏢🏡 San Francisco – Hybrid ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success 🚫👨‍🎓 No degree required Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Own a named book of Growth-tier accounts as the primary point of contact from onboarding through renewal
Build and execute account plans that drive adoption of Tavrn's records retrieval and chronology tools
Run regular check-ins and business reviews with firm leadership and case management staff
Monitor account health, get ahead of churn risk, and lead save efforts on at-risk renewals
Identify and execute expansion opportunities — new practice areas, additional seats, upsells
Partner with Support and Tech Ops to resolve escalations affecting your accounts
Maintain accurate pipeline, health scores, and renewal forecasts in HubSpot
Contribute customer feedback to Product and Marketing (case studies, NPS follow-up, referrals) 🎯 Requirements
2–4 years in a customer success or account management role, ideally in B2B SaaS
Track record of owning renewal and expansion targets, not just satisfaction scores
Comfortable running business reviews and having commercial conversations directly with customers
Organized and self-directed — you can manage a full book without close oversight
Experience with a CRM (HubSpot preferred) and comfort working from ARR/health data
Legal, legal tech, or personal injury industry experience is a strong plus Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Customer Success Manager – Enterprise 🔥 39 minutes ago talentpluto 1 - 10 🤝 B2B 🎯 Recruiter ☁️ SaaS Website LinkedIn All Job Openings Customer Success Manager responsible for enterprise customer success in a well-funded AI sales software company. Position involves setting standards and driving customer retention in a high-energy environment. 🏢🏡 San Francisco – Hybrid 💵 $110k - $130k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success Customer Success Manager 🔥 15 hours ago Magnitude 11 - 50 🔒 Cybersecurity ☁️ SaaS 🤖 Artificial Intelligence Website LinkedIn All Job Openings Customer Success Manager at Magnitude ensuring customer satisfaction and value realization from AI native platforms. Building executive relationships and delivering measurable outcomes in third-party risk management. 🏢🏡 San Francisco – Hybrid 💵 $140k - $180k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Customer Success Operations Manager 🕒 Yesterday Affinity.co 201 - 500 ☁️ SaaS 🤝 B2B Website LinkedIn All Job Openings Customer Success Operations Manager responsible for operationalizing strategies and analyzing customer metrics at Affinity. Collaborating cross-functionally to enhance customer success processes. 🏢🏡 San Francisco – Hybrid 💵 $106k - $150k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Customer Success Manager 🕒 Yesterday Rainfall Health 2 - 10 🏥 Healthcare ☁️ SaaS 📋 Compliance Website LinkedIn All Job Openings Customer Success Manager guiding healthcare organizations in adopting AI-driven solutions for efficient care delivery. Managing customer relationships and ensuring high satisfaction for health systems. 🏢🏡 San Francisco – Hybrid 💰 $1.1M Series unknown on 2022-10 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Customer Success Manager 🕒 Yesterday Relevance AI 11 - 50 🤖 Artificial Intelligence 🤝 B2B Website LinkedIn All Job Openings Customer Success Manager ensuring enterprise partners maximize AI solutions after deployment. Leading strategic account management and cultivating C-suite relationships for successful AI transformation. 🏢🏡 San Francisco – Hybrid 💵 $130k - $200k / year 💰 $15M Series A on 2023-12 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success View More Customer Success Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs