Tavrn.ai
LegalDirect Ashby career site

Customer Success Manager

Location
San Francisco, CA (Remote) · On-site
Job type
Full-time
Level
Mid-level
Experience
2+ years
Listed
23 days ago

Skills & highlights for this role

  • account management
  • renewal and expansion management
  • business reviews
  • customer health analysis

Also useful

  • HubSpot
  • B2B SaaS
  • legal technology

What You'll Do

  • Own a named book of Growth-tier accounts as the primary point of contact from onboarding through renewal
  • Build and execute account plans that drive adoption of Tavrn's records retrieval and chronology tools
  • Run regular check-ins and business reviews with firm leadership and case management staff
  • Monitor account health, get ahead of churn risk, and lead save efforts on at-risk renewals
  • Identify and execute expansion opportunities - new practice areas, additional seats, upsells
  • Partner with Support and Tech Ops to resolve escalations affecting your accounts
  • Maintain accurate pipeline, health scores, and renewal forecasts in HubSpot
  • Contribute customer feedback to Product and Marketing (case studies, NPS follow-up, referrals)

What We're Looking For

  • 2-4 years in a customer success or account management role, ideally in B2B SaaS
  • Track record of owning renewal and expansion targets, not just satisfaction scores
  • Comfortable running business reviews and having commercial conversations directly with customers
  • Organized and self-directed - you can manage a full book without close oversight
  • Experience with a CRM (HubSpot preferred) and comfort working from ARR/health data
  • Legal, legal tech, or personal injury industry experience is a strong plus

What Success Looks Like

  • Consistent achievement of gross and net revenue retention targets for your book
  • Proactive risk identification - renewals rarely surprise you
  • Documented account plans and business reviews for every account
  • A track record of expansion revenue sourced from your accounts
Read the original posting

From Tavrn.ai's careers page, first listed on Rolev.ai on October 17, 2026. Rolev.ai is not the employer.

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Common questions

Where is the Customer Success Manager job at Tavrn.ai located?

Yes, this Customer Success Manager opening at Tavrn.ai is listed as San Francisco, CA (Remote) (On-site). Always check Tavrn.ai's application page for specific state eligibility or relocation policies.

What qualifications are required for Customer Success Manager at Tavrn.ai?

For the Customer Success Manager role, Tavrn.ai highlights 2+ years of relevant experience; experience with account management, renewal and expansion management, business reviews, customer health analysis. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Customer Success Manager position at Tavrn.ai?

This listing links directly to Tavrn.ai's Ashby application page. You can apply directly on Tavrn.ai's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.

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