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Customer Success Lead, Commercial

Skills
Software As A ServiceAnalytical SkillsBusinessBusiness-To-BusinessCustomer ExperienceCustomer Relationship ManagementCustomer Success
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 3–5 years of B2B Customer Success experience managing a high-volume SMB or mid-market book
  • Proven ability to balance scale and personalization across 50+ accounts
  • Strong analytical instincts using product usage data and CRM signals
  • Excellent written communication for email and portal messaging
  • Experience building or following playbooks in a fast-moving environment
  • Comfortable with ambiguity and eager to build in an early-stage role

Nice to have

  • Legal tech background
  • Healthcare background
  • Document management SaaS background

Day to day

  • Manage a broad portfolio of mid-market and SMB law firms across the full customer lifecycle, including onboarding ongoing success and expansion.
  • Run efficient structured onboarding for new customers with portal walkthroughs first case submission and timely check-ins within the first 2 weeks.
  • Monitor account health signals and proactively reach out to at-risk or dormant accounts while building scalable touchpoint sequences that keep customers engaged.