Customer Success Lead

PointOne Technologies, Inc

$90K — $130K *
Enterprise Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in customer success or account management, preferably in legal tech or vertical SaaS
  • Strong skills in relationship building and communication
  • Experience handling B2B customers with complex integrations
  • Proactive mindset with problem anticipation skills
  • Ability to summarize customer feedback into actionable plans
  • Familiarity with working alongside product and engineering teams
  • Interest in AI and its impact on professional services

Responsibilities

  • Own the customer success lifecycle from onboarding to adoption
  • Build relationships across various user roles, including paralegals and managing partners
  • Manage pilot processes to convert prospects into contracts
  • Lead onboarding and training to ensure successful product use
  • Serve as the first line of support and coordinate issue resolution
  • Proactively consult accounts to identify pain points and upsell opportunities
  • Document user insights and collaborate with product teams to influence development
  • Establish metrics to track customer health and satisfaction
  • Create foundational playbooks and processes for future customer success expansion
  • Turn customers into loyal advocates

Benefits

  • Comprehensive health, dental, and vision insurance
  • Meals provided in the office
  • Regular team events to build camaraderie
  • Opportunities to shape the company's culture and vision
  • Competitive equity component in compensation package
Full Job Description


You have 5+ years of experience in customer success, account management, or other client-facing roles in a fast-paced, high-growth tech company - ideally in legal tech or other vertical SaaS.

You have:
  • A passion for building deep, trusted relationships with customers
  • Excellent communication and problem-solving skills
  • Experience managing B2B customers with complex workflows or integrations
  • A proactive mindset - you don't wait for problems to be reported; you anticipate them
  • Experience working with product and engineering teams to represent the voice of the customer
  • The ability to distill and prioritize customer feedback into concrete action plans
  • An interest in AI and the future of professional services

Most importantly: you're excited to own and build out the customer success function from day one, define what world-class customer experience means at PointOne, and help shape the company's culture and vision.

What you'll do

As our founding Customer Success Lead, you won't just support customers - you'll create and scale the function. You'll design the systems, playbooks, and metrics that will become the backbone of PointOne's customer success strategy.

To accomplish this, you will:
  • Own the entire customer success lifecycle, from onboarding to long-term adoption
  • Build strong relationships with users - from paralegals to managing partners
  • Manage our pilot process to ensure we convert prospective customers into closed contracts
  • Lead onboarding and training sessions to drive successful adoption
  • Be the first line of support when issues arise - and coordinate resolution with engineering
  • Proactively check in with accounts to uncover pain points, usage gaps, and upsell opportunities
  • Document user feedback and partner with product/engineering to influence the roadmap
  • Establish and track customer health metrics such as retention, engagement, and satisfaction
  • Build playbooks, training materials, and scalable processes that will serve as the foundation for a future CS team
  • Turn our customers into champions and advocates

This is intense early-stage startup work. You will be expected to take ownership, bring structure to ambiguity, and build the connective tissue between our customers and our product.

The compensation for this position is determined by multiple factors, including prior experience and expertise. A competitive equity component will also be offered as part of the package. Benefits include comprehensive health, dental, and vision insurance, as well as meals in office, regular team events, and more!

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