As a Team Lead, Customer Success Manager, you will mentor junior team members, manage a portfolio of accounts, drive client retention and growth, handle complex escalations, and deliver strategic client engagement.
Company Overview:
Eve is an industry leader in legal tech, empowering plaintiff attorneys with AI-driven solutions to achieve better outcomes for their clients. Our core values—Excellence, Visionary Innovation, and Elevation—drive everything we do. We are committed to providing tools that transform the legal industry and support our clients' success at every step. Targeting a total addressable market (TAM) of over $500 billion, we are positioned at the forefront of a rapidly expanding industry.
Why Join Eve:
As a Team Lead, Customer Success Manager at Eve, you'll bridge the gap between individual contribution and team leadership while driving exceptional client outcomes. You will mentor emerging customer success professionals, manage a diverse portfolio of accounts, and serve as a critical escalation point for complex client challenges. This role offers the perfect opportunity to develop your leadership skills while maintaining direct client impact in the rapidly evolving legal technology space.
What You Will Accomplish:
- Lead and Mentor Emerging Talent: Guide and develop 3-4 Customer Success team members (L1-L2 CSMs) through regular coaching, training sessions, and performance feedback to accelerate their professional growth and client management capabilities.
- Drive Client Retention and Growth: Manage a portfolio of 20 small to mid-sized accounts plus overflow, achieving 90%+ retention rates and identifying 15+ annual upsell opportunities to drive expansion revenue.
- Serve as Escalation Expert: Handle complex client issues and serve as the primary escalation point for your team, ensuring swift resolution and maintaining NPS scores of 80%+.
- Deliver Strategic Client Engagement: Conduct quarterly business reviews (QBRs) that demonstrate clear ROI, drive deeper product adoption, and strengthen long-term client relationships.
- Optimize Product Adoption: Achieve 110%+ Matter utilization across your portfolio while coaching team members to drive similar adoption rates with their accounts.
- Develop Team Capabilities: Design and deliver training programs that enhance team product knowledge, client management skills, and customer success best practices.
- Cross-Functional Collaboration: Partner with Sales, Product, and Support teams to ensure seamless client experiences and provide valuable feedback for continuous improvement.
What We Are Looking For:
- Emerging Leadership Skills: Natural mentor and coach with the ability to inspire and develop junior team members while maintaining high personal performance standards.
- Legal Industry Knowledge: Solid understanding of law firm operations, legal workflows, and the challenges facing small to mid-sized legal practices.
- Customer Success Expertise: Strong foundation in customer success methodologies, retention strategies, and expansion techniques with proven results.
- Problem-Solving Excellence: Exceptional troubleshooting abilities with experience managing complex client escalations and finding creative solutions.
- Communication Mastery: Outstanding verbal and written communication skills with the ability to present to diverse stakeholders and facilitate productive team discussions.
- Adaptability and Growth Mindset: Thrives in a fast-paced environment while balancing individual account management with team leadership responsibilities.
You Will Thrive in This Role If You Have:
- 4+ years of Customer Success experience with 1-2 years in a team lead or mentoring capacity, preferably in B2B SaaS environments.
- Legal tech or professional services experience with understanding of how small to mid-sized firms evaluate and implement technology solutions.
- Portfolio management success with proven ability to manage 15+ accounts simultaneously while maintaining high client satisfaction and retention rates.
- Training and development experience with a track record of successfully onboarding and developing junior team members.
- Escalation management expertise with experience resolving complex client issues and turning challenging situations into success stories.
Benefits:
- Competitive base salary
- 401(k) with Company Match
- Comprehensive Health, Dental, and Vision Insurance
- Unlimited PTO for work-life balance
- Professional development budget for continuous learning
- Leadership development opportunities and career advancement pathways
- An inclusive, collaborative, and innovation-driven work environment
Top Skills
B2B Saas
Legal Technology
Similar Jobs
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
The Customer Success Manager drives customer interactions, manages their impact plans, ensures customers meet business goals, and fosters strong relationships to enhance satisfaction and retention.
Top Skills:
AIServicenow PlatformSuccess Plays
Artificial Intelligence • Healthtech • Software
The Customer Success Manager at SmarterDx ensures clients have a positive experience by managing relationships, resolving issues, and aiding in customer onboarding.
Top Skills:
Data AnalyticsJIRA
Software
As a Senior Customer Success Manager, you will manage key customer relationships, drive long-term engagement, and collaborate with cross-functional teams to ensure customer success and business growth.
Top Skills:
SaaS
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
