Relativity Technologies

Lead Customer Success Manager

Relativity Technologies$100K — $150K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7–10 years in Customer Success, Consulting, or Strategic Account Management with enterprise relationship experience
  • Proven track record of driving measurable outcomes in complex, multi-stakeholder accounts
  • Expertise in developing methodologies, playbooks, or assets that enhance team performance
  • C-suite credibility to lead executive conversations and influence strategic direction
  • Deep understanding of AI adoption strategies and governance in legal practices
  • Demonstrated ability in change-management leadership and customer consensus building
  • Commercial awareness of renewal dynamics and sales support without role overstepping

Responsibilities

  • Own Premier Tier customer success, coordinating account teams to deliver value
  • Drive customer health assessments and manage the renewal business case daily
  • Lead executive-level Business Reviews and ROI Summaries connecting outcomes to customer priorities
  • Establish and nurture champion relationships to achieve referenceable outcomes
  • Serve as a leader in AI adoption, guiding customers through comprehensive transformations
  • Own customer conversations on AI implications for workflows and risk management
  • Develop repeatable playbooks for AI adoption and contribute to Tier 1 methodologies

Benefits

  • Remote/hybrid work flexibility
  • Opportunity to shape internal methodology and impact business outcomes
  • Work with prestigious Premier Tier accounts
  • Collaborative environment with cross-functional engagement
  • Professional development and training opportunities
Full Job Description

Posting Type

Remote/Hybrid

Job Overview

The Lead Customer Success Manager operates at the intersection of strategic customer consulting and internal team leadership. This role owns a portfolio of Premier Tier (PSP) accounts, which are the highest-value, most complex relationships in the business. This role also serves as a methodology leader, coaching resource, and execution standard-setter for the broader CSM team. The Lead CSM is accountable, not only for their own portfolio outcomes, but for the quality of AI adoption, change-management practice, and domain expertise that CSMs in their orbit deliver. This role shapes what excellence looks like.

Job Description and Requirements

Own Premier-Tier Customer Outcomes

  • Deliver the full Premier Tier value proposition: orchestrate the PSP catalogue, coordinatethe account team(TAM, Adoption Services, Executive Sponsor), and own the customer’s overall success program quality.

  • Own customer health; make building the renewal business case a daily motion.

  • Lead ROI Summaries, benchmarking reports, and executive-level Business Reviews that quantify impact and connect to customer C-suite priorities.

  • Build VO champion relationships; deliver referenceable outcomes that Marketing and Sales leverage — and holdself accountableto referenceable account targets.

Lead AI Adoption and Change Management at the Highest Level

  • Serve as the team’s AI adoption and change-management exemplar: lead customers through comprehensiveaiRworkflow integration, advising on governance, defensibility, and how to transform legal practice.

  • Own the conversation with GCs, senior partners, and legal ops leaders on what AI means for their team, their workflows, and theirriskposture. Be the person customers trust to co-design AI-governed legal workflows.

  • Use generative AI tools to accelerate success planning, VO creation, and customer prep,and model what this looks like for peers.

  • Build repeatable AI adoption and change-management playbooks for your segment; contribute to the team’s Tier 1methodology.

Serve as a Methodology Leader and Internal Multiplier

  • Own at least one department-level initiative per year with measurable business impact (e.g., AIadoptionplaybook development, Tier 1 methodology, change-management framework).

  • Train and coach CSMs on VO quality, Tier 1 adoption, AI governance conversations, exec engagement, and success planning; serve as the practical expert peers go to before escalating to management.

  • Represent the CSM function in cross-functional forums, product councils, or Sales alignment meetings; bring a documented customer perspective that shapes decisions.

Execute with Executive Credibility and Commercial Awareness 

  • Maintain C-suite relationships across PSP accounts; be recognized by customer executives as a strategic peer and change-management advisor 

  • Partner with AEs and Sales leadership as a peer: bring account intelligence, surface growth signals, and co-develop expansion strategies,whilemaintainingthe trusted advisor boundary.

  • Anticipate and navigate complex stakeholder environments, including multi-entity global structures and political dynamics, without escalation dependency.

WhatWe’reLooking For

  • 7–10 years in Customer Success, Consulting, or Strategic Account Management with demonstrable ownership of enterprise or premier-tier relationships

  • Track recordof driving measurable outcomes across complex, multi-stakeholder accounts at the executive level

  • Proven ability to develop teammethodology, playbooks, or enablement assets that improve peer performance

  • C-suite credibility: able to lead exec-level conversations, challenge assumptions constructively, and influence strategic decisions

  • Deep AI fluency: able to advise customers onaiRadoption strategy, AI governance, workflow defensibility, and the business case for AI-enabled legal practice transformation

  • Change-management leadership: able to help customers build internal consensus, navigate resistance, and measure adoption by outcomes.

  • Commercial awareness: understandsrenewal dynamics, growth signals, and how to support Sales without overstepping role boundaries

Required 

  • Deep expertise in legal technology, eDiscovery, litigation operations, or a compliance-regulated environment. This role advises GCs and senior partners; domain credibility is non-negotiable 

 

Preferred 

  • Background in legal practice, litigation support, or legal operations; the ability to speak as a peer to senior legal professionals 

  • Experience owning Premier or paid success programs with defined SLAs and commercial accountability 

  • Gainsight advanced user; able to build or influence scorecard logic and reporting to drive team outcomes 

Required Skills:

Account Management, Collaboration, Communication, Customer Relationship Management (CRM), Customer Relationships, Customer Retentions, Customer Success, Relationship Management, Strategic Planning, Team Leadership

About Relativity Technologies

Relativity Technologies, Inc. provides software solutions. The Company offers software that helps organizations to modernize their legacy applications. Relativity Technologies serves customers in the United States.
Learn more about Relativity Technologies
Size
100 employees
Industry
Founded
2001

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