Customer Success Manager

2+ years in customer success. Preference for backgrounds in law firms, legal tech companies, or B2B SaaS focused on asset management or investment banking. Excellent written and verbal communication abilities. Highly organized and detail-oriented. Strong relationship-building capabilities. Self-starter with the ability to learn and execute quickly. Growth mindset.

Facilitate onboarding for new customers in the low-touch program. Prepare customer materials, conduct check-ins and business reviews, fulfill data requests, and manage account configurations. Manage and execute tasks throughout the customer journey. Collaborate with Sales, Legal Network, and Product Operations to resolve issues. Perform operational tasks like CRM updates and customer call reviews. Engage in status discussions and collaborate with fellow customer success managers. Contribute to training and enablement development.