The Customer Success Associate is responsible for ensuring customers realize ongoing value from Depositions by Filevine. This role focuses on adoption, retention, and long-term customer satisfaction by proactively supporting clients throughout their lifecycle.
You’ll work closely with Deposition Ops, Sales, Implementation, Marketing, and Product teams to monitor customer health, support go-to-market initiatives, deliver insights through reporting and reviews, and help educate customers on best practices. This is an ideal role for someone who enjoys relationship-building, and helping customers succeed at scale.
What You'll Own:
Support customers throughout their lifecycle to ensure continued usage and long-term success with Depositions by Filevine
Monitor customer health metrics and usage trends to identify risks, opportunities, and expansion signals
Assist in forecasting retention and growth through accurate health scoring and reporting
Customer Insights & ReportingPrepare and support business reviews by gathering usage data, outcomes, and operational insights
Create and maintain enterprise-level reporting to help customers understand value and ROI
Surface customer feedback and trends to internal teams to inform product improvements
Go-to-Market & Cross-Functional SupportPartner with Sales, Implementation, and Marketing teams to support go-to-market initiatives and customer handoffs
Assist with expansion motions and customer advocacy efforts
Help ensure a seamless customer experience across the post-sale journey
Customer Education & EnablementSupport customer education through training materials, documentation, and best-practice resources
Assist in onboarding reinforcement, feature adoption campaigns, and ongoing enablement initiatives
Help customers understand and adopt new features and enhancements
Who You Are:
3-5 years of experience in Customer Success, Account Management, or a related client-facing role
Strong communication skills with the ability to explain concepts clearly and empathetically
Ability to occasionally travel to meet customers for sales/implementation meetings and conferences
Data-driven mindset with comfort interpreting usage metrics and health indicators
Highly organized and able to manage multiple customer initiatives simultaneously
Collaborative and proactive, with a strong sense of ownership and accountability
Experience in SaaS, legal tech, or B2B software is a plus
Skills Required
- 3-5 years of experience in Customer Success, Account Management, or a related client-facing role
- Strong communication skills and ability to explain concepts clearly and empathetically
- Ability to occasionally travel for customer meetings, sales and implementation meetings, and conferences
- Data-driven mindset with comfort interpreting usage metrics and customer health indicators
- Strong organizational skills and ability to manage multiple customer initiatives simultaneously
- Collaborative and proactive approach with ownership and accountability
- Experience in SaaS, legal tech, or B2B software
Filevine Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Filevine and has not been reviewed or approved by Filevine.
-
Healthcare Strength — Health, dental, and vision coverage plus disability insurance and parental leave are presented as part of the core package, indicating a solid baseline. Feedback suggests these offerings contribute to a perception of comprehensive foundational benefits.
Filevine Insights
What We Do
Filevine is case management software built for and inspired by real attorneys. As a fully-featured suite of tools, it comes ready to manage every part of a moving case. Assign tasks, upload files or images, monitor staff productivity, and communicate with your client directly from within their case file. Our software is built on the truth that every law firm functions differently. That’s why Filevine is so customizable. Build new case-type templates, design automatic workflows, and receive customized reports on a schedule that fits your needs. Accessing your information is never a problem, because Filevine is hosted on The Cloud. To ensure security, your law firm’s data is protected through state-of-the-art encryption on redundant servers. All you need to get started is an internet connection and your favorite web browser. Learn more at filevine.com.
Gallery
