Customer Success Manager

Posted 3 months agoInactiveViewed

💎 Seniority level: Manager, 2+ years

📍 Location: United States, Hong Kong, Singapore, United Kingdom

💸 Salary: 76800 - 107200 USD per year

🔍 Industry: AI legal tech for private markets

🏢 Company: Ontra👥 101-250💰 $200,000,000 Series B over 3 years agoLegal Tech Document Management Information Technology Legal Software

🗣️ Languages: English

⏳ Experience: 2+ years

🪄 Skills: AgileProduct OperationsOperations ManagementCommunication SkillsCollaborationAttention to detail

Requirements:

2+ years in customer success, preferably in law firms, legal tech, or B2B SaaS focused on asset management.
Excellent written and verbal communication skills for client interactions.
Highly organized and detail-oriented, capable of managing multiple tasks efficiently.
Strong relationship-building capabilities with a focus on maintaining customer relationships.
Self-starter with the ability to learn and execute quickly in a dynamic environment.

Responsibilities:

Efficiently facilitate the onboarding process for new customers joining the low-touch program.
Prepare customer materials, conduct bi-annual check-ins, executive business reviews, and manage account configuration tasks.
Effectively manage and execute tasks throughout the customer journey to enhance the customer experience.
Work closely with Sales, the Legal Network, and Product Operations to address and resolve any issues.
Perform operational tasks such as CRM updates in Gainsight and customer call reviews.

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