Customer Success Manager

Job not on LinkedIn

🕒 August 4

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Logo of 8am

8am

501 - 1000 employees

Founded 2005

⚖️ Legal

☁️ SaaS

💳 Fintech

💰 Private equity on 2024-08

Legal • SaaS • Fintech

8am is a professional business platform that helps law firms, accounting firms, associations, and other professional services manage billing, payments, compliance, and case/practice workflows. The company offers a suite of SaaS products — including LawPay, MyCase, CasePeer, DocketWise, CPACharge, ClientPay, and AffiniPay — that combine payments, practice management, document and case tools, and practical AI features to automate work, improve cash flow, and maintain industry-specific compliance. 8am emphasizes secure, compliant payments (PCI Level 1, IOLTA compliance for legal), integration with other tools, and measurable time and productivity savings for professionals.

📋 Description

• Guide customers through onboarding, adoption, value realization, expansion, and retention. • Develop, execute, and monitor customer success plans across digital and hybrid engagement models. • Identify risks and opportunities through customer data, usage trends, and engagement signals. • Drive customer engagement and adoption of workflows, features, and solutions. • Support retention, growth, expansion, and renewal-readiness initiatives. • Collaborate with cross-functional teams to share customer insights and influence roadmaps and programs. • Advocate for customers and represent their voice within the organization. • Provide consultative guidance on optimizing use of 8am solutions. • Support scaled outreach and lifecycle programs, including campaigns, webinars, enablement sessions, and in-app journeys. • Monitor customer health indicators, engagement levels, and success milestones. • Improve Customer Success playbooks, processes, and digital programs. • Maintain accurate documentation in customer success platforms and CRM systems. • Serve as a brand ambassador in customer interactions.

🎯 Requirements

• 3+ years of experience in Customer Success, Account Management, SaaS Support, or a related customer-facing role. • Experience working in digital-first or hybrid customer engagement models preferred. • Strong ability to analyze customer data and translate insights into action. • Proven ability to build trust and credibility with customers in remote and scaled environments. • Excellent written and verbal communication skills. • Strong organizational, prioritization, and time management skills. • Comfortable learning and navigating new technologies and systems. • Ability to work effectively in a fast-paced, evolving environment. • SaaS experience required. • Payments, fintech, or legal industry experience preferred. • Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation.

🏖️ Benefits

• Medical, dental, and vision plans • 100% company-paid HDHP plan for employees • Annual bonuses • Equity options • 401(k) or RRSP if in Canada, with company match for all team members • Flexible Time Off • Paid holidays • Parental leave program • Wellness stipends • Mental health support • One-on-one nutrition coaching • Continuous learning through 8am.edu • Leadership programs • Professional development funds • Individually focused talent development • Charitable matching gift program • Paid time off for volunteer service • Company-sponsored volunteer events, both local and virtual • Virtual and in-person team-building events • Quarterly award recognition through the Rise & Shine Award of Excellence Program • Peer-to-peer appreciation platform

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