Customer Success Associate

Filevine

. Support customers throughout their lifecycle to ensure continued usage and long-term success with Depositions by Filevine .

Posted 10/8/2026full-timeUnited StatesMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Customer Success and Account Management, focusing on customer health metrics, retention strategies, and effective communication. Proficient in data analysis to drive customer engagement and product adoption.

Highest-signal resume keywords

Customer Success ExperienceData-Driven MindsetStrong Communication SkillsSaaS ExperienceOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Health ScoringUsage Metrics InterpretationEnterprise-Level ReportingCustomer EducationOnboarding Reinforcement

Soft Skills

CollaborationProactivityEmpathyAccountability

Industry Keywords

SaaSLegal TechB2B SoftwareCustomer AdvocacyGo-To-Market Initiatives

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Medical, Dental, & Vision Insurance (for full-time employees)
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
Hybrid or fully onsite work arrangement for candidates near specified offices