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Customer Success Lead, Enterprise

Skills
Software As A ServiceAccount ManagementBusiness-To-BusinessCustomer ExperienceCustomer Relationship ManagementCustomer SuccessEnterprise Accounts
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 4–7 years of B2B Customer Success or Account Management experience
  • Experience in legal tech healthcare tech or a document/workflow SaaS
  • Proven track record managing enterprise accounts with strong NRR and expansion results
  • Executive presence and comfort running QBRs with partners and firm administrators
  • Highly organized and process-oriented with playbook building experience
  • Strong instincts for identifying expansion signals and converting them into revenue
  • Experience with CRM or CS platforms such as Salesforce HubSpot Gainsight or equivalent
  • Comfortable in an early-stage environment and able to build structure independently

Nice to have

  • Executive presence
  • Process-oriented
  • Highly organized
  • Customer advocate
  • Growth-minded
  • Self-starter

Day to day

  • Own a portfolio of enterprise accounts and build trusted relationships from post-sale through growth
  • Lead structured onboarding for new customers including platform training first case submission and workflow integration
  • Run QBRs and executive check-ins to surface value resolve friction and identify expansion opportunities
  • Act as the customer's advocate internally by routing feedback to product operations and leadership and closing the loop on outcomes
  • Build scalable playbooks and coordinate with support to resolve escalations quickly with white-glove service