Customer Success Associate
About this role
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.
What You'll Own:
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Support customers throughout their lifecycle to ensure continued usage and long-term success with Depositions by Filevine
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Monitor customer health metrics and usage trends to identify risks, opportunities, and expansion signals
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Assist in forecasting retention and growth through accurate health scoring and reporting
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Prepare and support business reviews by gathering usage data, outcomes, and operational insights
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Create and maintain enterprise-level reporting to help customers understand value and ROI
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Surface customer feedback and trends to internal teams to inform product improvements
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Partner with Sales, Implementation, and Marketing teams to support go-to-market initiatives and customer handoffs
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Assist with expansion motions and customer advocacy efforts
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Help ensure a seamless customer experience across the post-sale journey
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Support customer education through training materials, documentation, and best-practice resources
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Assist in onboarding reinforcement, feature adoption campaigns, and ongoing enablement initiatives
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Help customers understand and adopt new features and enhancements
Customer Retention & Adoption
Customer Insights & Reporting
Go-to-Market & Cross-Functional Support
Customer Education & Enablement
Who You Are:
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3-5 years of experience in Customer Success, Account Management, or a related client-facing role
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Strong communication skills with the ability to explain concepts clearly and empathetically
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Ability to occasionally travel to meet customers for sales/implementation meetings and conferences
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Data-driven mindset with comfort interpreting usage metrics and health indicators
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Highly organized and able to manage multiple customer initiatives simultaneously
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Collaborative and proactive, with a strong sense of ownership and accountability
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Experience in SaaS, legal tech, or B2B software is a plus
Frequently Asked Questions
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When was the Customer Success Associate job at filevine posted?
You'll be redirected to filevine's official application page on Lever.