Customer Success Manager, SMB

EvenUp is on a mission to close the justice gap using technology and AI. We empower personal injury lawyers and victims to get the justice they deserve. Our products enable law firms to secure faster settlements, higher payouts, and better outcomes for victims injured through no fault of their own in vehicle collisions, accidents, natural disasters, and more.

We are one of the fastest-growing vertical SaaS companies in history, and we are just getting started. EvenUp is backed by top VCs, including Bessemer Venture Partners, Bain Capital Ventures, SignalFire, and Lightspeed. We are looking to expand our team with talented, driven, and collaborative individuals who seek to have a lasting impact. Learn more at www.evenuplaw.com.

Our Customer Success Manager, SMB will oversee a portfolio of 200 sole proprietor law firm accounts, balancing strategic engagement with scalability to deliver measurable customer outcomes. This role requires a strategic mindset and strong relationship management skills to address the unique needs of SMB customers. You will act as a trusted advisor, advocate for customers within EvenUp, and identify opportunities to expand our partnership with each customer.
What you'll do:

Proactive Account Management:

• Regularly conduct check-ins, business reviews, and adoption analyses to ensure customers are leveraging the full capabilities of EvenUp’s platform.

• Collaborate with internal teams to deliver value and resolve challenges promptly.

Partnership Development:

• Partner with customers to establish success metrics and ensure alignment with their business goals.

• Execute success plans for customers, driving measurable outcomes.

Customer Advocacy and Success:

• Build and maintain strong relationships with key customer stakeholders, ranging from firm leadership to end-users.

• Serve as the primary point of contact for all customer-related matters within your portfolio.

Renewal and Retention:

• Own the renewal process for your accounts, working to secure favorable outcomes for both EvenUp and the customer.

• Analyze and mitigate risks to customer retention by addressing concerns and providing solutions proactively.

Revenue Growth:

• Identify and qualify upsell or cross-sell opportunities to drive additional value for customers.

• Collaborate with Sales on proposals for cross-sell opportunities based on customer-specific needs.

Insights and Feedback:

• Document customer feedback, use cases, and success stories to inform internal product development and roadmap planning.

• Act as a voice of the customer in internal discussions to prioritize feature requests and improvements.

Operational Excellence:

• Ensure all customer interactions and account activities are tracked accurately in the CRM system.

• Provide regular updates on account health metrics and identify trends across your portfolio.

Team Collaboration:

• Partner with cross-functional teams, including Product, Sales, and Operations, to deliver seamless customer experiences.

• Share insights and best practices with the broader Customer Success team to enhance overall team performance.

What we look for:

Education and Experience:

• Bachelor’s degree in a related field

• 2+ years of experience in Customer Success, Account Management, or a similar customer-facing role, preferably with SMB customers.

• Experience navigating a fast-paced, high-growth environment, balancing competing priorities while maintaining a customer-first mindset.

Skills and Expertise:

• Proven ability to manage a portfolio of accounts and deliver exceptional results.

• Strong problem-solving and critical-thinking skills with a proactive approach to customer challenges.

• Exceptional interpersonal, communication, and presentation abilities.

• Familiarity with SaaS business models is a strong advantage.

• Experience leveraging CRM systems to manage portfolios and track customer health metrics.

• Legal Tech or experience working with law firms is a strong plus.

Attributes:

• Highly organized, detail-oriented, and capable of managing competing priorities.

• Collaborative and team-oriented mindset.

• Motivated by achieving measurable customer outcomes and delivering value.

Notice to Candidates:

EvenUp has been made aware of fraudulent job postings and unaffiliated third parties posing as our recruiting team – please know that we have no affiliation or connection to these situations. We only post open roles on our career page (evenuplaw.com/careers) or reputable job boards like our official LinkedIn or Indeed pages, and all official EvenUp recruitment emails will come from the domains @evenuplaw.com, @evenup.ai, @ext-evenuplaw.com, [email protected] or no‑[email protected] email addresses.

To ensure fairness and proper consideration, we do not accept resumes or expressions of interest via email or social media messages. If you’re interested in a role, please submit your application directly through our careers page.

If you receive communication from someone you believe is impersonating EvenUp, please report it to us at [email protected]. Examples of fraudulent domains include “careers-evenuplaw.com” and “careers-evenuplaws.com”.

Benefits & Perks:

As part of our total rewards package, we offer attractive benefits and perks to our employees, including:

• Choice of medical, dental, and vision insurance plans for you and your family

• Additional insurance coverage options for life, accident, or critical illness

• Flexible paid time off, sick leave, short-term and long-term disability

• 10 US observed holidays, and Canadian statutory holidays by province

• A home office stipend

• 401(k) for US-based employees and RRSP for Canada-based employees

• Paid parental leave

• A local in-person meet-up program

• Hubs in San Francisco and Toronto

Please note the above benefits & perks are for full-time employees

EvenUp is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.