Filevine

Customer Success Associate

United States, Remote. Posted a month ago

The role

You will help customers get ongoing value from Depositions by Filevine. The role focuses on adoption, retention and customer satisfaction across the customer lifecycle, working with Deposition Ops, Sales, Implementation, Marketing and Product teams.

What you will do

  • 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 on go-to-market initiatives and customer handoffs
  • Assist with expansion motions and customer advocacy efforts
  • Support customer education through training materials, documentation and best-practice resources
  • Help customers understand and adopt new features and enhancements

Required qualifications

  • 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 or implementation meetings and conferences
  • Data-driven mindset with comfort interpreting usage metrics and health indicators
  • Highly organized and able to manage multiple customer initiatives at once
  • Collaborative and proactive, with a strong sense of ownership and accountability

Nice to have

  • Experience in SaaS, legal tech or B2B software

Benefits

  • Medical, dental and vision insurance (full-time employees)
  • Competitive and fair pay
  • Paid time off policy
  • Maternity and paternity leave (full-time employees)
  • Short and long-term disability
  • Opportunity to learn from a dedicated leadership team
  • Top-of-the-line company swag

Before you apply

  • Communication about this job will only come from email addresses using filevine.com

About the company

Filevine is a Legal AI company delivering Legal Operating Intelligence through its LOIS system, which connects data, documents, workflows and teams in one platform. The posting notes AI awards and recognition from Deloitte and Inc. as one of the fastest-growing technology companies in the country.

Customer Success Associate at Filevine | JobZoey