Customer Success Lead, Enterprise

🕒 April 23

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Codes Health

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤖 Artificial Intelligence

☁️ SaaS

🤝 B2B

Artificial Intelligence • SaaS • B2B

Codes Health is a company that provides a legal-grade AI platform and services to automate medical record retrieval, review, and case chronologies for law firms handling pre-litigation matters. It combines automated retrieval and follow-ups, AI-powered extraction and error-checking, and human verification (nurses/paralegals) to surface diagnoses, treatments, and billing details, helping attorneys find hidden facts, reduce rejections, and settle cases faster. The product is targeted at personal injury, mass tort, medical malpractice, workers' compensation, and related litigation practices.

📋 Description

• Own a portfolio of enterprise accounts starting post-sale, from building key relationships to maintaining account health • Lead structured onboarding for new enterprise customers — platform training, first case submission, integration into firm workflows • Conduct regular business reviews (QBRs) and executive check-ins to surface value, resolve friction, and identify growth opportunities • Maintain documented account health status for every firm in your portfolio; flag at-risk accounts and lead recovery plans • Own expansion within your book: upsell volume, additional practice areas, additional offices, and new service lines • Be the customer's advocate internally — route feedback to product, operations, and leadership and close the loop with customers on outcomes • Build and iterate on scalable playbooks for onboarding, QBRs, renewals, and escalations • Collaborate with the Support Lead to ensure enterprise escalations are resolved quickly and with white-glove service

🎯 Requirements

• 4–7 years of B2B Customer Success or Account Management experience, ideally in legal tech, healthcare tech, or a document/workflow SaaS • Demonstrated track record managing enterprise accounts with strong NRR and expansion results • Executive presence — comfortable running QBRs with partners and firm administrators • Highly organized, process-oriented: you build playbooks, not just relationships • Strong instincts for identifying expansion signals and converting them into revenue • Experience with CRM / CS platforms (Salesforce, HubSpot, Gainsight, or equivalent) • Comfortable in an early-stage environment — you can build structure without waiting to be told.