Sr. Customer Success Manager

NetDocuments is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity without phone video and in person meetings and communications from emails using the @ domain. If you have any concerns or questions about communications you have received please send them tomso our team members can review.

About NetDocuments

At NetDocuments were shaping the future of legal work. We believe legal professionals should spend less time searching for information and managing documents and more time solving complex problems serving clients and delivering meaningful outcomes. Thats why were building technology that helps organizations work smarter collaborate more effectively and unlock the full value of their institutional knowledge.

Our team is redefining whats possible for legal technology. NetDocuments is the trusted intelligent document management platform for legal professionals and the company behind the industrys first and only legal context grapha breakthrough that gives legal professionals and AI a richer understanding of how matters documents people and knowledge connect across an organization while respecting enterprise-grade security governance permissions and ethical walls.

Innovation is only part of our story. We believe our greatest strength is our people. We foster a collaborative inclusive and high-performing culture where curiosity is encouraged diverse perspectives are valued and employees are empowered to make a meaningful impact. Whether youre building products serving customers or supporting the business your work helps shape the future of one of the worlds most trusted legal technology platforms.

That commitment to our employees and customers has earned us recognition as one of the nations top workplaces including:

• Four consecutive appearances on the Inc. 5000 list of Americas Fastest-Growing Private Companies
• Five-time Top Workplace USA winner
• Five-time Salt Lake Tribune Top Workplace
• Multiple Top Workplaces Culture Excellence awards recognizing innovation employee appreciation work-life flexibility and compensation & benefits

If youre excited to solve meaningful challenges work alongside talented colleagues and help define the next generation of legal technology wed love to meet you.

Your opportunity for impact:

NetDocuments is seeking a Onboarding Customer Success Manager. This role will support our customers building long-term client retention through presenting product information assisting the sales team with upselling and renewals and addressing customer issues. The CSM will be responsible for onboarding new customers. This role will be reporting to the Senior Manager Customer Success.

What your contributions will be:

• Client Relationship Management
  • Serve as the primary point of contact for a portfolio of legal industry clients
  • Develop strategic relationships
  • Act as a consultative advisor
• Gainsight Administration & Strategy
  • Use Gainsight daily to monitor health scores automate workflows log activities and manage proactive engagement and risk alerts for accounts with churn or low engagement risks.
• Adoption
  • Ensure smooth product adoption tailored to legal workflows and compliance requirements.
• Retention & Expansion
  • Manage renewals identify upsell and cross-sell opportunities and drive account growth.
  • Manage and identify churn for customers creating action plans and working with other internal teams to rectify
• Voice of the Customer
  • Advocate internally for client needs
  • Provide feedback to improve product roadmap user experience and service delivery.
• Business Reviews & Insights
  • Conduct regular business reviews (QBRs) to demonstrate ROI and adoption
  • Align product usage with client goals and develop actionable insights using data-driven analysis from platforms like Salesforce Splunk and Power BI.
• Documentation & Enablement
  • Maintain detailed records of client interactions milestones and sentiment using Gainsight Timeline and CTAs
  • Lead enablement and adoption efforts for legal teams transitioning to for existing and new product sets
• Legal Industry Expertise
  • Understand and address the unique challenges regulatory requirements and compliance nuances of legal clients offering tailored solutions and best practices.

Required Education and Experience:

• Bachelors degree in Business discipline or equivalent years experience
• 4 years in software technology in account management marketing customer success training/consulting services or project managementwith a SaaS company.

Preferred Experience :

• Legal industry experience preferred
• Gainsight and Salesforce

Benefits

• The People!
• 90% healthcare premiums company covered
• HSA company contribution
• 401K match at 4% with immediate vesting
• Flexible PTO (typically 3 to 4 weeks a year)
• 10paid holidays
• Monthly contributions forlife activities &wellness
• Access to LinkedIn learning with monthly dedicated time to explore

Compensation Transparency:

The annual compensation range for this position is: $85000 - $95000 base plus 20% variable bonus.

The posted cash compensation for this position includeson target earnings base salary and variable if applicable. Some roles may qualify for overtime pay. Individual compensation packages are determined based on various factors specific to each candidate such as career level skills experience geographic location qualifications and other job-related considerations

Equal Opportunity

NetDocuments is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs job requirements individual qualifications without regard to race color religion sex (including pregnancy) national origin age physical and mental disability marital status sexual orientation gender identity and/or expression military and veteran status or any other status protected by laws or regulations in the locations where we operate. NetDocuments believes diversity and inclusion among our employees is critical to our success and we are committed to providing a work environment free of discrimination and harassment.