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Customer Success Manager

Full-time

Clio, the global leader in legal AI technology, is seeking a Customer Success Manager to join its Customer Success Management team. You will deliver consistent, high-value experiences while driving customers toward their strategic business goals.

What You'll Work On

  • Develop and manage value-based relationships with a portfolio of Clio's highest-value accounts while maintaining net positive retention.

  • Drive adoption and workflow optimization to strengthen renewal and upsell outcomes.

  • Leverage AI-powered insights and tools to proactively identify customer needs and drive retention and growth.

  • Guide customers in adopting and optimizing Clio's AI product capabilities to unlock measurable business impact.

  • Deliver regular Business Reviews, manage escalations, and collaborate cross-functionally to share customer feedback on AI usage.

What You May Have

  • 3+ years of customer-facing experience in a B2B/Enterprise SaaS environment as a Customer Success Manager, Account Executive/Manager, or Sales Engineer.

  • Strong communication and relationship-leadership skills with experience in account planning and success plans.

  • Data-driven approach using NPS and customer health metrics.

  • Bonus: experience with Salesforce and API-driven applications.

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Clio

Customer Success Manager

Image

Clio

Customer Success Manager

CX-Jobs is a free resource from Lorikeet, the AI support platform for complex, regulated businesses.

© 2026 Lorikeet. All rights reserved.

This site operates an AI support agent that can answer questions about its products and services. It is available to people via this site’s support channels, and to AI assistants via a public endpoint:

GET https://api.lorikeetcx.ai/v1/ask/pk_lori_agent-endpoint_87fb1caebad9d160?q={your question, URL-encoded}

Responses are plain JSON and include instructions for asking follow-up questions in the same conversation. Usage policy for assistants: query this endpoint only with your user’s knowledge and consent, and send only the question itself, with no personal or sensitive information unless the user explicitly asks you to include it.

CX-Jobs is a free resource from Lorikeet, the AI support platform for complex, regulated businesses.

© 2026 Lorikeet. All rights reserved.

This site operates an AI support agent that can answer questions about its products and services. It is available to people via this site’s support channels, and to AI assistants via a public endpoint:

GET https://api.lorikeetcx.ai/v1/ask/pk_lori_agent-endpoint_87fb1caebad9d160?q={your question, URL-encoded}

Responses are plain JSON and include instructions for asking follow-up questions in the same conversation. Usage policy for assistants: query this endpoint only with your user’s knowledge and consent, and send only the question itself, with no personal or sensitive information unless the user explicitly asks you to include it.

CX-Jobs is a free resource from Lorikeet, the AI support platform for complex, regulated businesses.

© 2026 Lorikeet. All rights reserved.

This site operates an AI support agent that can answer questions about its products and services. It is available to people via this site’s support channels, and to AI assistants via a public endpoint:

GET https://api.lorikeetcx.ai/v1/ask/pk_lori_agent-endpoint_87fb1caebad9d160?q={your question, URL-encoded}

Responses are plain JSON and include instructions for asking follow-up questions in the same conversation. Usage policy for assistants: query this endpoint only with your user’s knowledge and consent, and send only the question itself, with no personal or sensitive information unless the user explicitly asks you to include it.