Customer Success Manager
New
A
AssistantlyLegal Tech / SaaS
Colombia. Argentina. Mexico. Honduras. Panama. BrazilFull-TimeMiddle
SalaryCompetitive salary
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Job Details
- Languages
- English
- Experience
- 3+ years
- Required Skills
- SalesforceAccount ManagementTechnical supportCRMCustomer SuccessSaaSHubSpot
Requirements
- 3+ years of experience in Customer Success, Account Management, or a client-facing role within a SaaS environment.
- Proven ability to manage a portfolio of accounts and drive measurable retention and expansion outcomes.
- Exceptional written and spoken English communication skills with a polished, professional presence.
- Strong technical aptitude with the ability to troubleshoot platform issues and liaise effectively with Engineering teams.
- Experience conducting customer trainings, webinars, or onboarding sessions.
- Proactive, detail-oriented, and highly organized with the ability to manage multiple accounts simultaneously.
- Experience in legal tech, immigration, or law firm operations preferred.
- Familiarity with AI-powered platforms or workflow automation tools preferred.
- Experience with CRM platforms (HubSpot, Salesforce, or similar) preferred.
Responsibilities
- Serve as the primary point of contact for assigned customer accounts, building long-term relationships with attorneys, administrators, and legal staff.
- Conduct regular customer check-ins and business reviews to ensure customers are successfully using the platform and achieving measurable value.
- Monitor customer health scores and proactively address concerns before they escalate.
- Respond promptly to customer questions and technical issues, troubleshooting problems, and escalating to Engineering when necessary.
- Train customers on new features and best practices through webinars, training sessions, and educational materials.
- Identify opportunities to expand customer usage and partner with the Sales team on upsell and expansion opportunities.
- Collect and document customer feedback and feature requests to advocate for product improvements.
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