Customer Success Manager

Patlytics

$90K — $130K *
Information Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in Customer Success or Account Management in SaaS
  • Strong communication and relationship-building skills
  • Ability to manage multiple accounts and prioritize effectively
  • Familiarity with CRM tools such as HubSpot or Salesforce
  • Analytical mindset capable of interpreting usage data and driving insights

Responsibilities

  • Lead onboarding and training for new customers to ensure a smooth implementation
  • Develop success plans and monitor customer health metrics to drive adoption
  • Act as a trusted advisor to help customers achieve their business objectives
  • Work closely with Product and Engineering teams to relay customer feedback
  • Identify upsell and cross-sell opportunities in coordination with Sales
  • Manage customer renewals and proactively engage to mitigate churn risk

Benefits

  • Work at a fast-growing, AI-native patent intelligence platform
  • Opportunity to influence the development of a cutting-edge product
  • Be part of a diverse team shaping the future of intellectual property
  • Engagement with leading Fortune 500 companies and Am Law 100 firms
  • Participate in a company culture that encourages bold ideas and innovation
Full Job Description
As a Customer Success Manager at Patlytics, you will own the post-sale customer lifecycle, ensuring our clients achieve maximum value from our platform. You'll manage onboarding, drive adoption, and build long-term relationships that lead to retention and expansion. Your ability to understand customer needs, deliver strategic guidance, and advocate internally will be critical to shaping the future of IP intelligence.

You will:
  • Lead onboarding and training for new customers, ensuring a seamless implementation experience.
  • Develop success plans and proactively monitor customer health metrics to drive adoption and retention.
  • Serve as a trusted advisor, helping customers achieve their business objectives using Patlytics.
  • Collaborate with Product and Engineering teams to relay customer feedback and influence roadmap.
  • Identify upsell and cross-sell opportunities in partnership with Sales.
  • Manage renewals and mitigate churn risk through proactive engagement.


You have:
  • 3+ years in Customer Success or Account Management in SaaS.
  • Strong communication and relationship-building skills.
  • Ability to manage multiple accounts and prioritize effectively.
  • Familiarity with CRM tools (HubSpot, Salesforce) and customer success platforms.
  • Analytical mindset with ability to interpret usage data and drive insights.


Bonus:
  • Experience in a high-growth startup environment.
  • Knowledge of analytics or data-driven SaaS products.

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