Customer Success Manager
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Before you apply
SalaryNo pay range posted
LocationSan Francisco
Work modehybrid
Typefull-time
SeniorityMid
Experience2–4 yrs
DepartmentCustomer Success
Company size6+ people
PostedJul 30, 2026 · 3mo ago
Verified live2d ago
At a glanceSummarised by Seekless from the posting.
2–4 years in a customer success or account management role, ideally in B2B SaaS
Track record of owning renewal and expansion targets, not just satisfaction scores
Comfortable running business reviews and having commercial conversations directly with customers
Organized and self-directed — you can manage a full book without close oversight
Experience with a CRM (HubSpot preferred) and comfort working from ARR/health data
Legal, legal tech, or personal injury industry experience is a strong plus
Skills
HubSpot
What You’ll Do
• Own a named book of Growth-tier accounts as the primary point of contact from onboarding through renewal
• Build and execute account plans that drive adoption of Tavrn’s records retrieval and chronology tools
• Run regular check-ins and business reviews with firm leadership and case management staff
• Monitor account health, get ahead of churn risk, and lead save efforts on at-risk renewals
• Identify and execute expansion opportunities — new practice areas, additional seats, upsells
• Partner with Support and Tech Ops to resolve escalations affecting your accounts
• Maintain accurate pipeline, health scores, and renewal forecasts in HubSpot
• Contribute customer feedback to Product and Marketing (case studies, NPS follow-up, referrals)
What We’re Looking For
• 2–4 years in a customer success or account management role, ideally in B2B SaaS
• Track record of owning renewal and expansion targets, not just satisfaction scores
• Comfortable running business reviews and having commercial conversations directly with customers
• Organized and self-directed — you can manage a full book without close oversight
• Experience with a CRM (HubSpot preferred) and comfort working from ARR/health data
• Legal, legal tech, or personal injury industry experience is a strong plus
What Success Looks Like
• Consistent achievement of gross and net revenue retention targets for your book
• Proactive risk identification — renewals rarely surprise you
• Documented account plans and business reviews for every account
• A track record of expansion revenue sourced from your accounts