Customer Success Manager

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Centerbase

51 - 200 employees

Founded 2014

☁️ SaaS

⚖️ Legal

🤝 B2B

💰 Debt financing on 2022-04

SaaS • Legal • B2B

Centerbase is a customizable, cloud-based legal practice management platform that helps mid-sized law firms run core firm operations. It combines case/matter management, legal accounting (including trust accounting), billing and legal billing, timekeeping, document and workflow management, and custom reporting in a single SaaS product to modernize firms while retaining legacy system functionality. Centerbase targets legal professionals seeking a cloud-first practice management and billing solution for improved efficiency and firm-wide visibility.

📋 Description

• Serve as the trusted advisor and primary point of contact for a portfolio of customers • Manage post-sales customer relationships with the goal of creating Customers for Life • Drive customer health, retention, product adoption, customer advocacy, referrals, and revenue growth through upsells and cross-sells • Develop thorough knowledge of Centerbase’s technology and partner offerings to communicate product value and features • Help customers achieve meaningful business outcomes • Contribute to improvements in internal tools and processes • Provide constructive feedback and mentor colleagues to improve departmental efficiency • Build cross-functional relationships, navigate the company, and escalate customer concerns appropriately • Become a Centerbase product expert and identify opportunities that drive adoption, customer value, and business growth • Build and nurture relationships with assigned customers through proactive, clear, and professional communication • Understand customers’ business needs and collaborate on objectives and desired outcomes • Deliver Business Reviews sharing Centerbase’s added value and growth opportunities • Act as a customer advocate and collaborate with internal teams to meet customer needs and resolve issues • Own customer escalations through resolution and proactively address potential issues • Drive retention through proactive engagement and excellent customer experience • Own renewals and identify upsell/cross-sell opportunities

🎯 Requirements

• 1–2 years of experience as a Customer/Client Success Manager within an enterprise SaaS business • Proficiency with Salesforce and similar software products • Ability to navigate a growing, fast-paced company and autonomously manage a book of business • Strong attention to detail when communicating and following up on customer inquiries • Proven track record of consistently attaining or exceeding renewal and expansion quota

🏖️ Benefits

• Flexible PTO • 2 Company-Wide Mental Health Days • Parental Leave Programs • 401(k) with Company Match • Broad Equity Participation

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