Customer Success Manager, Contract Automation (Paralegal)

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Requirements:

• 2+ years in customer success, preferably in law firms, legal tech companies, or B2B SaaS focused on asset management or investment banking.
• Excellent written and verbal communication abilities for effective client interactions and collaborative teamwork.
• Highly organized and detail-oriented, capable of managing multiple tasks and projects efficiently.
• Strong relationship-building capabilities and enjoyment of fostering and maintaining customer relationships.
• Self-starter with ability to learn and execute quickly in a dynamic environment, demonstrating a growth mindset.

Responsibilities:

• Handle account-specific issues and prepare necessary materials for customer interactions, ensuring efficient meeting execution.
• Proactively manage and execute tasks throughout the customer journey to enhance client satisfaction and engagement.
• Work with Sales, the lawyer network, Product and other teams to build and expand client relationships and maintain a cohesive customer experience.
• Monitor and oversee account configurations, such as setting up auto-emails, invoice groups, and maintaining saved reports.
• Update Gainsight, conduct customer call reviews using platforms such as Gong, and perform related task work.
• Participate in status discussions, provide updates to relevant parties, and engage in training conversations for continuous improvement.