Customer Success Manager at spellbook.legal | Remote

Spellbook is an innovative AI copilot designed specifically for transactional lawyers, enhancing their efficiency and precision. Integrating seamlessly with Microsoft Word, Spellbook empowers legal teams to draft, review, and negotiate contracts up to 10 times faster. Currently, over 4,000 law firms, in-house teams, and solo practitioners benefit from Spellbook, transforming their workflows and alleviating the tedious aspects of contract management.Supported by notable investors such as Khosla Ventures, Thomson Reuters Ventures, and Inovia Capital, Spellbook recently secured $50 million in Series B funding, elevating its total financing to over $80 million.ABOUT THE ROLEWe are on the lookout for an enthusiastic Customer Success Manager (CSM) to enhance the experience of our mid-market and enterprise clients. The ideal applicant will have a solid background in SaaS customer success, adeptly manage client objections, and be committed to delivering tangible value to our clientele.RESPONSIBILITIESAct as the primary liaison for a portfolio of mid-market and enterprise accounts.Cultivate robust relationships with key stakeholders to foster satisfaction and loyalty.Oversee onboarding and training for new clients, ensuring successful adoption of Spellbook’s platform.Conduct regular business reviews (QBRs) to share insights and pinpoint growth opportunities.Resolve objections and effectively communicate the ROI of Spellbook’s solutions.Design and dispatch targeted communications to engage legal professionals less inclined towards traditional meetings.Deliver customized presentations and product demonstrations tailored to client requirements.Analyze usage metrics to uncover trends, enhance engagement, and illustrate ROI.Manage contract renewals to ensure high retention rates and collaborate with the expansion team on upselling opportunities.Diagnose technical issues and work alongside support and product teams for resolutions.Serve as the customer’s advocate, providing insights to internal teams for product enhancements.Additional responsibilities as assigned.QUALIFICATIONSMinimum of 3 years in customer success roles within a SaaS environment.Proven track record of managing client relationships and driving customer satisfaction.Strong analytical skills with the ability to interpret data and drive decision-making.Excellent communication and presentation skills.

Spellbook builds an AI copilot for transactional lawyers, integrated directly into Microsoft Word. Legal teams use Spellbook to draft, review, and negotiate contracts significantly faster and with greater accuracy. More than 4,000 law firms, in-house groups, and solo practitioners rely on Spellbook to streamline contract work and reduce repetitive tasks. Our investors include Khosla Ventures, Thomson Reuters Ventures, Inovia Capital, The LegalTech Fund, Bling Capital, and Moxxie Ventures. Spellbook recently completed a $50 million Series B led by Keith Rabois at Khosla Ventures, bringing total funding to over $80 million. This is an existing vacancy. Role overview The Scaled Customer Success Manager (CSM) plays a key role in driving adoption, retention, and engagement across a wide range of small to mid-sized clients. This remote role suits someone who enjoys working at scale, thinks creatively about outreach, and delivers value efficiently, often without frequent meetings. Automation, data insights, and thoughtful communication are central to this position. Responsibilities span the entire customer journey for assigned accounts: onboarding, adoption, risk management, and renewals. The goal is to help clients maximize Spellbook’s benefits and ensure they continue to find value as their needs evolve. What you will do Manage a portfolio of 150+ accounts, focusing on retention and driving product adoption. Deliver tailored training for new and existing clients to help them get the most from Spellbook. Maintain regular engagement with accounts through check-in calls (phone or Zoom). Monitor product usage and launch targeted re-engagement efforts when risk signals appear. Spot at-risk accounts early and reach out with helpful content, reinforcing Spellbook’s value through direct communication. Use scalable formats, such as Loom videos, email playbooks, personalized resources, and group training, to provide value beyond 1:1 meetings. Clearly communicate Spellbook’s ROI and guide customers to features that improve their workflow and accuracy. Lead renewal conversations by presenting usage data, outcomes, and new opportunities for partnership. Location This position is remote within Canada.

As a Customer Success Manager at Samsara, you will play a pivotal role in ensuring our customers achieve their desired outcomes through our innovative solutions. You will be responsible for building strong relationships with clients, understanding their unique needs, and guiding them to maximize the value of our platform.Your proactive approach will involve onboarding new customers, delivering training sessions, and providing ongoing support to ensure their success. You will collaborate closely with cross-functional teams to advocate for customer needs and drive product enhancements.

Location: Remote (Canadian Time Zone)Reports to: Customer Success ManagerRole OverviewWe are looking for a dedicated Customer Success Manager to spearhead client relationships and ensure their ongoing success and satisfaction. The ideal candidate must be fluent in English and will be instrumental in onboarding, training, and supporting clients throughout their journey with Parent™. Acting as the primary contact for assigned accounts, you will guarantee seamless adoption, proactive engagement, and continual value realization.Key ResponsibilitiesPrimary Contact: Be the main liaison for assigned client accounts, managing relationships in both English and French.Onboarding and Training: Conduct effective onboarding and training sessions for new clients, ensuring they can utilize the Parent™ system proficiently.Customer Success: Foster customer satisfaction by actively engaging with clients to meet their objectives.Monitor account health, usage, and engagement to discover improvement and growth opportunities.Chat Support: Provide immediate assistance to clients through chat for quick inquiries and ensure timely resolutions.Address client inquiries and coordinate with internal teams (technical, product, and support) for prompt issue resolution.Maintain accurate and updated account information in the CRM.Collaborate with cross-functional teams to share feedback, resolve client issues, open support tickets, and follow up with the development team for timely resolutions and enhanced client experiences.Support renewal and retention efforts by cultivating strong, trust-based relationships with clients.

Role Overview BusPlanner is looking for a Customer Success Manager based in Ontario, Canada (remote). This role focuses on building strong client relationships and supporting customers as they use BusPlanner solutions. The position centers on understanding customer needs, offering guidance, and making sure clients get the most value from the platform. What You Will Do Serve as the primary contact for a set group of customers. Schedule and lead regular check-ins to help clients use BusPlanner tools effectively. Work with teams across the company to resolve customer issues. Collect and relay customer feedback to inform product updates and improvements. Location This is a remote position open to candidates in Ontario, Canada.

Join Athennian as a Customer Success Manager and play a pivotal role in ensuring our customers achieve their desired outcomes with our innovative solutions. You will be the primary point of contact for our clients, guiding them through the implementation process and ensuring they derive maximum value from our products.Your responsibilities will include developing strong relationships with customers, conducting regular check-ins to assess their needs, and addressing any challenges they may face. You will also collaborate closely with internal teams to enhance our offerings based on customer feedback.If you are passionate about customer success and thrive in a fast-paced, dynamic environment, we want to hear from you!

Join our dynamic international team at Faroutscout as an experienced Enterprise Customer Success Manager (ENT CSM). In this pivotal role, you will steer our valued customers through their post-sales journey, ensuring they derive long-term success and value from our innovative solutions.Your responsibility will include managing a portfolio of approximately 50 high-value global Enterprise accounts. You will forge strong relationships, drive onboarding, maximize product adoption, ensure customer retention, and spearhead renewals and expansion efforts. Collaboration with our international Sales partners and cross-functional teams will be essential to deliver outstanding customer experiences and identify growth opportunities.Key ResponsibilitiesOversee a diverse portfolio of strategic global Enterprise accounts.Manage the entire customer lifecycle from onboarding to renewal and expansion.Lead complex renewal negotiations to optimize net revenue retention.Proactively enhance product adoption and customer satisfaction while reducing churn risk.Conduct strategic check-ins, kickoff meetings, and executive business reviews.Accurately forecast renewal and expansion revenue for upcoming quarters.Identify growth opportunities in collaboration with Sales teams.Develop and implement quarterly account plans for prioritized strategic customers.Exceed KPIs related to engagement, retention, satisfaction, renewals, and expansion.Collaborate cross-functionally with teams in Sales, Product, Legal, Finance, Marketing, Support, and Operations.Advocate for international customers, sharing insights and addressing challenges.Lead customer advocacy initiatives, including case studies and partnerships.Engage in enablement programs and special projects as necessary.

Join Auvik Networks as a Digital Customer Success Manager and play a pivotal role in ensuring our clients achieve their desired outcomes using our innovative solutions. In this fully remote position, you will be responsible for guiding customers through their journey, fostering long-term relationships, and maximizing their success with our products.

Elevate Customer Success: Drive retention, enhance growth, and create a significant impact in higher education.In this dynamic role, you will manage a portfolio of French-speaking partners primarily involved in health profession programs, including medicine, nursing, and allied health. Your focus will be on guiding these partners through their admissions process, ensuring revenue growth, and cultivating strong relationships that lead to referrals. You will help partners maximize the value of our innovative assessment tools, including Casper, our premier situational judgment test, and Video Interviews, our latest offering that provides in-depth insights into applicants.Joining our team means stepping into an exciting period of growth. As we evolve, the definition of outstanding Customer Success is also changing at Acuity. We are enhancing our processes to be more structured and proactive, with a sharper emphasis on delivering value, mitigating risks, and facilitating expansion. Your role will not merely be about maintaining relationships; it will be about deeply understanding account dynamics and taking decisive action to propel progress.Your contributions will extend beyond our products. The programs you support make critical admissions decisions that significantly impact student success, thus creating a ripple effect that distinguishes this role from typical Customer Success positions.This position is fully remote and open to candidates located anywhere in Canada.What Awaits YouSome foundational elements are already established. You will take over a portfolio of well-defined partner relationships, work with a trusted product, and collaborate with a passionate team dedicated to our mission and those we serve.However, there is still much to develop. Our playbooks are evolving, processes are being refined, and we are sharpening our approach to account health management, renewals, and growth strategies. You will be instrumental in this development.This role requires a proactive mindset. If you thrive in environments where you can create structure and see tangible results from your efforts, you will find ample opportunity to make a meaningful impact.Your Key ResponsibilitiesProtecting and Expanding Your PortfolioYou will own a portfolio of partners in higher education, focusing on French-speaking programs in medicine, nursing, and allied health. Your success will be measured by the retention, health, and growth of this portfolio.This includes:Leading renewal discussions and ensuring partner satisfaction...

Are you passionate about transforming global health and wellness care?Practice Better is an innovative, all-in-one platform designed to empower health and wellness practitioners to manage their businesses, enhance client care, and amplify their impact. Established in 2016 by practitioners, we have evolved into the leading EHR and practice management platform within the wellness sector, serving tens of thousands of practitioners across over 70 countries.This year, we extended our comprehensive care offerings through the acquisition of That Clean Life, integrating nutrition planning into our platform.As a remote-first organization based in Toronto, we are a team of curious, driven, and empathetic individuals committed to building tools that enable practitioners to create sustainable, independent practices and conduct meaningful work. While we primarily operate remotely, we prioritize team cohesion with regular off-site gatherings and events.Position OverviewWe are seeking a Customer Success Manager to join our expanding team.In this pivotal role, you will be instrumental in crafting and delivering innovative, outcome-focused customer experiences that create immediate and lasting impacts for all our clients. With a solid base of customers eager to deepen their engagement with Practice Better, you will collaborate closely with our Product and Marketing teams to define and implement a comprehensive customer orchestration strategy tailored to key post-sale moments.The ideal candidate will be responsible for building a team that empowers customers to adopt, expand, and derive continuous value from the Practice Better platform through an omnichannel, one-to-many approach.Note: Practice Better is a remote-first company with team members across North America. However, this position is currently available to Canadian-based candidates only, with preference given to those legally authorized to work in Canada.

At Hive, we redefine Customer Success by focusing not just on product knowledge but on the true achievements of our clients. We take pride in empowering the world's leading event brands to maximize their potential through our innovative features.We are seeking a dynamic Customer Success Manager (CSM) who possesses exceptional communication skills and a strong background in email marketing. In this role, you will serve as an in-house email marketing specialist, partnering directly with our clients to ensure they deploy effective strategies that foster customer engagement and drive ticket sales.Responsibilities:Deliver strategic email marketing guidance to clients while keeping them informed of industry best practices.Maintain regular communication with key customers, ensuring they fully utilize Hive's offerings and stay updated on new features.Facilitate customer onboarding and nurturing, guiding them towards successful product adoption.Actively gather customer feedback to inform and influence the product roadmap.Leverage your email marketing expertise to enhance our marketing strategies and identify opportunities for educational content development.Support our major partners, including agencies, e-commerce platforms, and tech companies.Contribute to the evolution of our customer experience strategy as we scale.Qualifications:Minimum 2 years of experience in customer success, account management, or a comparable role focused on relationship building.Exceptional communicator, skilled at engaging clients through various channels.Self-driven and proactive, with a knack for identifying opportunities to create impact.Natural problem solver, adept at pinpointing challenges and devising effective solutions.Detail-oriented writer with the ability to simplify complex concepts.Experience with HubSpot and other Customer Success Management tools is preferred.Preferred Qualifications:Experience in a B2B environment, particularly within small teams or hands-on email marketing roles.2+ years of direct email marketing experience.

Have you considered joining BlueCat Networks? We are a distinguished leader actively reshaping the landscape of Intelligent Network Operations. In an era where organizations demand a new approach to network management—one that integrates essential services with a profound, predictive insight into network health and performance—we stand at the forefront.Our unique offering, Intelligent NetOps, is a pioneering solution that harmonizes systems of understanding and change. BlueCat empowers teams to enhance agility and minimize risks associated with rapid changes through a cohesive management lifecycle that spans from provisioning to proactive troubleshooting and remediation.At BlueCat, we take great pride in our award-winning culture, which is a fundamental aspect of our identity. We are honored to have received numerous prestigious accolades, including the "Great Place to Work" certification. By joining our team, you align yourself with a company leading the charge in technology and become part of one of Canada's most esteemed workplaces in various categories, such as Technology, Today's Youth and Women, and Mental Health and Inclusion.Lead. Inspire. Elevate the Customer Experience.At BlueCat, we manage some of the world's most complex and mission-critical networks. Our clients depend on us for certainty in an increasingly fluid infrastructure landscape. We are on the lookout for a Customer Success Manager who is ready to lead with confidence, drive strategic initiatives, inspire teams, and enhance the customer journey across our diverse product portfolio.This role is more than just a leadership position; it is an opportunity to influence the future of Customer Success at BlueCat.Key ResponsibilitiesAs the Customer Success Manager, you will directly oversee and guide a team of Customer Success Managers, taking full responsibility for their performance, growth, and overall impact throughout the customer lifecycle. You will define the strategic vision for the team, ensure the consistent execution of customer success initiatives, and drive significant outcomes in areas such as retention, adoption, expansion, and long-term customer value.Your role will also encompass the oversight of departmental operations, performance management, and resource allocation, fostering a culture that emphasizes accountability, collaboration, and customer advocacy. A critical aspect of your position will be mentoring and developing your Customer Success Managers, equipping them to effectively manage customer portfolios while evolving into strategic advisors.You will design and implement customer success strategies that align with corporate objectives, spearheading initiatives to enhance customer satisfaction and engagement. Identifying scalable process enhancements, optimizing operational efficiency, and tracking key performance indicators will be essential to ensuring the function delivers exceptional business outcomes.

Our Mission at Clipboard:At Clipboard, we are dedicated to empowering individuals to ascend the socioeconomic ladder. Our innovative app-based marketplace enables professionals to transform their extra time and ambition into significant career advancement and financial success. We connect talented individuals with workplaces in need, facilitating on-demand shift bookings and providing seamless access to skilled professionals.About Clipboard:Clipboard is a rapidly expanding Series C marketplace, recognized as a leader in the Long Term Care sector and actively branching into new domains such as Dental Offices and Educational Institutions. As a YC Top Company, we boast a global, remote team of over 700 dedicated professionals. Since achieving profitability in 2022, we have successfully filled millions of shifts annually across the United States, partnering with tens of thousands of professionals each year. We invite you to join us in our mission to expand our reach and enhance opportunities for even more professionals and workplaces. Discover more about us on our website here.Role Overview:As a vital member of our team, the Customer Success Manager plays a crucial role in nurturing the relationships we cultivate with healthcare facilities. You will ensure that our partners experience unparalleled service, addressing any challenges that arise and providing support at all levels of their organizations. Your responsibilities will include acting as a resource for facilities, liaising with corporate contacts, and monitoring key business metrics to drive success.If you possess exceptional problem-solving skills, strong communication abilities, and a commitment to excellence, Clipboard is the ideal environment for you to advance your career and refine your professional skills. Join us in making a significant impact on our customers while enhancing your business insight.Key Responsibilities:Manage a portfolio of accounts, engaging with assigned clients to resolve issues promptly and assist with invoicing processes.Build trust and credibility with healthcare providers and executives through a deep understanding of clinical workflows, facilitating meaningful relationships.Effectively communicate the value of our products to both clinical and non-clinical stakeholders, while providing education on product workflows.Collect and analyze feedback from clients to inform product improvements and enhance service delivery.

Role overview samacoaching seeks a Customer Success Manager to join its remote team in Montreal, Quebec, Canada. The focus of this position is to support clients using coaching services, helping them achieve their goals and feel valued at every stage. What you will do Connect directly with clients to understand their goals and expectations Provide tailored guidance and solutions to support client objectives Develop and sustain long-term relationships with clients Serve as a main contact for client questions or challenges Work closely with teammates to enhance the client experience Who succeeds in this role Individuals who take satisfaction in helping others reach their goals Communicators who listen carefully and respond thoughtfully Problem-solvers who adapt to a range of client needs This is a remote role based in Montreal, Quebec, Canada.

Join Dropbox as a Customer Success Manager, where you will play a pivotal role in ensuring our clients achieve their desired outcomes using our platform. You will be responsible for building strong relationships with customers, understanding their needs, and providing tailored solutions to enhance their experience. Your expertise will be crucial in driving customer retention and satisfaction.

Join Spare as a Senior Customer Success Manager and help us prioritize customer satisfaction!In this pivotal role, you will:Foster strong customer relationships—become the go-to trusted advisor for our customers at Spare, ensuring they are always happy and supported.Drive customer success by optimizing processes, providing training, managing operations, and troubleshooting to empower our customers to be self-sufficient.Proactively identify and implement improvements in transit services, collaborating with customers to enhance their operational efficiency.If you’re seeking a company that values customer-centricity, your search ends here!While our headquarters are located in Vancouver, BC, this position allows for remote work throughout Canada. For those who prefer an office environment, you are welcome to work from our HQ or receive a co-working stipend to work from another office location.Key Responsibilities Customer Advocacy: Recognize customer pain points, suggest effective solutions, and act as an advocate for our customers within the Product Team.Relationship Management: Develop and maintain robust relationships with customers and key stakeholders from diverse backgrounds.Customer Success: Comprehend what success means to our customers and assist them in achieving autonomy in their operations.Cross-team Collaboration: Work in tandem with the Growth and Solutions Engineering teams to fulfill pre-sale RFP commitments.Additional Job Details:Travel Requirements: Regular travel within Canada and the USA for onsite visits (approximately 20 days per quarter).Short Notice Travel: Be prepared for travel on short notice, ideally residing within 1.5 hours of an international airport.Participate with the Launch and Customer Success teams as the primary contact for emergencies, which may occur during evenings and weekends (typically one week every few months).

Why Auvik Networks? Meaningful technology: Auvik's network management platform helps IT teams automate tasks, improve efficiency, and manage risk. As remote network management becomes more important, our tools give IT professionals the visibility and control they need. Transparent leadership: The leadership team brings experience and a commitment to the success of both the company and its people. Their open approach supports collaboration and new ideas. Products customers value: With an NPS score of 57, Auvik's customer base is both technical and engaged, reflecting the care put into product delivery and support. Growth and learning: Auvik invests in employee development through thorough onboarding, regular feedback, and programs designed to support career advancement. Remote flexibility: The team is fully distributed across Canada, supporting remote work and trusting employees to perform at their best in their preferred setting. Role Overview The Customer Success Manager at Auvik Networks focuses on building strong, long-term relationships with a portfolio of customers. The goal is to help customers realize value from Auvik's suite of products, leading to renewals and growth. This position serves as a trusted advisor, listening to customer needs and advocating for them within Auvik. While not expected to have every answer, the Customer Success Manager works closely with teams across Product, Sales, Marketing, and Customer Support to find solutions and resolve issues. Retention is a core focus, along with identifying ways to improve the customer experience and expand product adoption.

At Range Group, we recognize the significant role that professional travel advisors play in creating exceptional travel experiences. With over $4.5 billion in annual travel sales, we are committed to empowering travel advisors through innovative technology and unwavering support. Our philanthropic efforts through the Range Foundation, which allocates 10% of group profits towards social initiatives, reflect our dedication to building a better future. We invest in exploration grants, enhance access to education, support cultural infrastructure, and lend a helping hand to our global community in times of need.Role Overview:The Customer Success Manager (CSM) serves as a vital link between our clients and our services, responsible for enhancing, retaining, and optimizing corporate travel programs across a diverse portfolio. This strategic role ensures that clients derive maximum value from their travel initiatives while identifying avenues for service expansion and revenue growth.The CSM acts as a trusted advisor, managing client relationships post-sale and aligning program performance with business goals.

Who We AreSamsara (NYSE: IOT) leads the way in Connected Operations™ Cloud technology, empowering organizations reliant on physical operations to leverage Internet of Things (IoT) data for actionable insights and operational enhancements. We are dedicated to improving the safety, efficiency, and sustainability of the sectors that drive our global economy. Our impact is significant, as these industries represent over 40% of global GDP, encompassing agriculture, construction, field services, transportation, and manufacturing. We are thrilled to support the digital transformation of these operations at scale.Joining Samsara means participating in the evolution of physical operations and collaborating with a team that is developing a diverse range of product solutions, including Video-Based Safety, Vehicle Telematics, Apps and Driver Workflows, and Equipment Monitoring. As a publicly traded company, you will have the autonomy and resources to make a significant impact while we build for the future.About the Role:As a Senior Customer Success Manager, you will take the lead in fostering relationships with Samsara’s largest and most intricate customers. You will build an understanding of their operations and unique challenges, guiding them on how to maximize their investment in Samsara and establishing yourself as their long-term partner. By acting as a transformation partner, you will help drive multi-year initiatives to revolutionize their physical operations, aligning executives and influencing long-term customer roadmaps.Being the inaugural person in this role, you will work closely with our Customer Outcomes leaders to shape the position, including the development and delivery of scalable content and processes. Your responsibilities will span across various departments such as Product, Support, Sales, and Finance, providing you with a comprehensive view of the inner workings of a rapidly expanding company.This is a fully remote opportunity for candidates residing in the US, excluding the San Francisco Bay Metro Area, NYC Metro Area, and Washington, D.C. Metro Area.

We are seeking a passionate and experienced Senior Customer Success Manager to join our dynamic team at Hootsuite. In this pivotal role, you will be responsible for ensuring the success and satisfaction of our valued customers. You will work closely with clients to understand their needs, provide strategic guidance, and drive product adoption. Your expertise will help our clients achieve their business objectives through effective use of our platform.