🕒 3 days ago
Build trusted customer partnerships by educating clients on software, driving product adoption, coordinating cross-functional support, and proactively addressing risks to strengthen retention and customer outcomes.
Customer Success Associate
🕒 11 days ago
Customer SuccessAccount ManagementClient-facing RoleCommunication Skills
📜 Description
- Support customers throughout their lifecycle to ensure continued usage and long-term success with Depositions by Filevine.
- Monitor customer health metrics and usage trends to identify risks, opportunities, and expansion signals.
- Assist in forecasting retention and growth through accurate health scoring and reporting.
- Prepare and support business reviews by gathering usage data, outcomes, and operational insights.
- Partner with Sales, Implementation, and Marketing teams to support go-to-market initiatives and customer handoffs.
🛠️ Requirements
- 3-5 years of experience in Customer Success, Account Management, or a related client-facing role
- Strong communication skills with the ability to explain concepts clearly and empathetically
- Ability to occasionally travel to meet customers for sales/implementation meetings and conferences
- Data-driven mindset with comfort interpreting usage metrics and health indicators
- Highly organized and able to manage multiple customer initiatives simultaneously
- Collaborative and proactive, with a strong sense of ownership and accountability
✨ Benefits
- Medical Insurance (for full-time employees)
- Dental Insurance (for full-time employees)
- Vision Insurance (for full-time employees)
- Competitive & Fair Pay
- Maternity Leave (for full-time employees)
- Paternity Leave (for full-time employees)
- Short-term disability
- Long-term disability
Full job description
Filevine is a Legal AI company delivering Legal Operating Intelligence for the future of legal work. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform—where modern legal work happens with clarity and consistency.
Powered by LOIS, the Legal Operating Intelligence System, Filevine connects context across every matter to transform legal operations from reactive to proactive. LOIS reads, understands, and reasons across your data to surface insight, automate complexity, and give professionals the clarity and confidence to see more, know more, and do more. Fueled by a team of exceptional collaborators and innovators, Filevine’s rapid growth has earned AI awards and recognition from Deloitte and Inc. as one of the most innovative and fastest-growing technology companies in the country.
Role Summary:
The Customer Success Associate is responsible for ensuring customers realize ongoing value from Depositions by Filevine. This role focuses on adoption, retention, and long-term customer satisfaction by proactively supporting clients throughout their lifecycle.
You’ll work closely with Deposition Ops, Sales, Implementation, Marketing, and Product teams to monitor customer health, support go-to-market initiatives, deliver insights through reporting and reviews, and help educate customers on best practices. This is an ideal role for someone who enjoys relationship-building, and helping customers succeed at scale.
Filevine is a Legal AI company delivering Legal Operating Intelligence for the future of legal work. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform—where modern legal work happens with clarity and consistency. Powered by LOIS, the Legal Operating Intelligence System, Filevine connects context across every matter to transform legal operations from reactive to proactive. LOIS reads, understands, and reasons across your data to surface insight, automate complexity, and give professionals the clarity and confidence to see more, know more, and do more. Fueled by a team of exceptional collaborators and innovators, Filevine’s rapid growth has earned AI awards and recognition from Deloitte and Inc. as one of the most innovative and fastest-growing technology companies in the country. Work Location Expectation: Remote or option to be hybrid/in-office in one the following locations: San Francisco, New York, Chicago, or Salt Lake City Cool Company Benefits: - A dynamic, rapidly growing company, focused on helping organizations thrive - Medical, Dental, & Vision Insurance (for full-time employees) - Competitive & Fair Pay - Maternity & paternity leave (for full-time employees) - Short & long-term disability - Opportunity to learn from a dedicated leadership team - Top-of-the-line company swag Privacy Policy Notice Filevine will handle your personal information according to what’s outlined in our Privacy Policy. Communication about this opportunity, or any open role at Filevine, will only come from representatives with email addresses using "filevine.com". Other addresses reaching out are not affiliated with Filevine and should not be responded to. Filevine is an Equal Opportunity Employer. Qualifications for employment, promotion and other terms and conditions of employment are based upon the ability to perform the job. Equal-employment opportunities are provided to all applicants and employees without regard to race, creed, religion, color, age, national origin, sex, disability, veteran status, or other legally protected class. Filevine is committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or accommodation due to disability, or if you have concerns related to Filevine’s equal employment opportunities, you may contact us at legal@filevine.com
What You'll Own:
Customer Retention & Adoption
-
Support customers throughout their lifecycle to ensure continued usage and long-term success with Depositions by Filevine
-
Monitor customer health metrics and usage trends to identify risks, opportunities, and expansion signals
-
Assist in forecasting retention and growth through accurate health scoring and reporting
-
Prepare and support business reviews by gathering usage data, outcomes, and operational insights
-
Create and maintain enterprise-level reporting to help customers understand value and ROI
-
Surface customer feedback and trends to internal teams to inform product improvements
-
Partner with Sales, Implementation, and Marketing teams to support go-to-market initiatives and customer handoffs
-
Assist with expansion motions and customer advocacy efforts
-
Help ensure a seamless customer experience across the post-sale journey
-
Support customer education through training materials, documentation, and best-practice resources
-
Assist in onboarding reinforcement, feature adoption campaigns, and ongoing enablement initiatives
-
Help customers understand and adopt new features and enhancements
Customer Insights & Reporting
Go-to-Market & Cross-Functional Support
Customer Education & Enablement
Who You Are:
-
3-5 years of experience in Customer Success, Account Management, or a related client-facing role
-
Strong communication skills with the ability to explain concepts clearly and empathetically
-
Ability to occasionally travel to meet customers for sales/implementation meetings and conferences
-
Data-driven mindset with comfort interpreting usage metrics and health indicators
-
Highly organized and able to manage multiple customer initiatives simultaneously
-
Collaborative and proactive, with a strong sense of ownership and accountability
-
Experience in SaaS, legal tech, or B2B software is a plus
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