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Filevine
Filevine
201 – 500 Employees
H1B Visa SponsorArtificial IntelligenceLegalSaaS
Filevine is a legal technology SaaS company serving law firms and legal professionals with tools for managing cases, documents, contracts, leads, billing, time tracking, and client communication. Its platform brings together capabilities such as eSignature, analytics, client portals, and integrations with services including QuickBooks and Gmail. Filevine also develops AI solutions—including DemandsAI, ImmigrationAI, and FilevineAI—to help legal teams automate routine work and improve productivity. The company supports practices across areas such as personal injury, family law, and mass torts, with security and compliance features that include SOC 2 Type II and HIPAA certifications. Filevine’s team works in the legal technology and artificial intelligence space, with roles available through its company hiring channel.
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Customer Success Associate at Filevine (Hybrid, United States)

Support adoption, retention, and expansion for Filevine’s Depositions legal AI platform. Use customer education, health reporting, and cross-functional collaboration to drive post-sale success.

USUnited StatesCACaliforniaILIllinoisNYNew YorkUTUtahHybridFull-timeMiddleEnglish RequiredCustomer SuccessCustomer Success Manager

Description

  • Guide customers throughout their lifecycle to promote continued use and long-term success with Depositions by Filevine.
  • Track customer health metrics and usage patterns to identify risks, opportunities, and potential expansion.
  • Support retention and growth forecasting through reliable health scoring and reporting.
  • Prepare for business reviews by compiling usage data, customer outcomes, and operational insights.
  • Build and maintain enterprise reporting that helps customers evaluate product value and return on investment.
  • Share customer feedback and emerging trends with internal teams to support product improvements.
  • Collaborate with Sales, Implementation, and Marketing on go-to-market programs and customer handoffs.
  • Contribute to account expansion activities and customer advocacy programs.
  • Help deliver a consistent customer experience throughout the post-sale journey.
  • Develop customer education resources, including training materials, documentation, and best-practice guides.
  • Reinforce onboarding through feature adoption campaigns and ongoing enablement initiatives.
  • Help customers understand and adopt new product features and enhancements.

Requirements

  • Bring 3–5 years of experience in Customer Success, Account Management, or a related client-facing position.
  • Communicate clearly and empathetically when explaining concepts to customers.
  • Be available for occasional travel to customer sales or implementation meetings and conferences.
  • Use a data-oriented approach to interpret usage metrics and customer health indicators.
  • Stay organized while managing multiple customer initiatives at once.
  • Work collaboratively and proactively with strong ownership and accountability.
  • Experience with SaaS, legal technology, or B2B software is a plus.

Benefits

  • Medical, dental, and vision insurance for full-time employees.
  • Maternity and paternity leave for full-time employees.
  • Short- and long-term disability coverage.
  • Opportunities to learn from a dedicated leadership team.
  • Premium company swag.
  • Hybrid or fully onsite work options for candidates near specified offices.

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