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About the role
Key responsibilities & impact- Own a portfolio of law firm and corporate IP customer accounts, including onboarding, adoption, health, renewals, and expansion
- Lead onboarding and training for attorneys, patent agents, paralegals, and innovation or KM teams
- Build success plans with adoption and ROI milestones
- Run regular business reviews with partners, IP counsel, and legal operations leaders
- Monitor usage and health signals and address renewal risks
- Identify expansion opportunities across practice groups, offices, and use cases and work with Sales to close them
- Bring structured customer feedback to Product and Engineering and help set roadmap priorities
- Work with Support and Engineering on escalations through resolution
- Create CS playbooks, onboarding materials, health scoring, and scalable processes
- Serve as a trusted advisor from onboarding through renewal
Requirements
What you’ll need- 3+ years in Customer Success, Account Management, or Implementation at a B2B SaaS company
- Legaltech experience required
- Experience working with law firms, in-house legal teams, or both
- Understanding of billable-hour economics, partner-driven decisions, KM and innovation teams, and confidentiality and security expectations
- Record of hitting retention, adoption, and expansion goals
- Comfort presenting to senior attorneys and executives
- Strong written communication
- Highly organized, with ability to manage many accounts simultaneously
- Curiosity about AI and its impact on legal work
- Experience in IP, patent prosecution, or patent litigation preferred
- JD, patent agent registration, or technical/scientific background preferred
- Early-stage startup experience preferred
- Familiarity with HubSpot or similar CRM and customer success tooling preferred
Benefits
Comp & perks- Equity
- Commission
