What You'll Do
• Own a named book of Growth-tier accounts as the primary point of contact from onboarding through renewal
• Build and execute account plans that drive adoption of Tavrn's records retrieval and chronology tools
• Run regular check-ins and business reviews with firm leadership and case management staff
• Monitor account health, get ahead of churn risk, and lead save efforts on at-risk renewals
• Identify and execute expansion opportunities — new practice areas, additional seats, upsells
• Partner with Support and Tech Ops to resolve escalations affecting your accounts
• Maintain accurate pipeline, health scores, and renewal forecasts in HubSpot
• Contribute customer feedback to Product and Marketing (case studies, NPS follow-up, referrals)
What We're Looking For
• 2–4 years in a customer success or account management role, ideally in B2B SaaS
• Track record of owning renewal and expansion targets, not just satisfaction scores
• Comfortable running business reviews and having commercial conversations directly with customers
• Organized and self-directed — you can manage a full book without close oversight
• Experience with a CRM (HubSpot preferred) and comfort working from ARR/health data
• Legal, legal tech, or personal injury industry experience is a strong plus
What Success Looks Like
• Consistent achievement of gross and net revenue retention targets for your book
• Proactive risk identification — renewals rarely surprise you
• Documented account plans and business reviews for every account
• A track record of expansion revenue sourced from your accounts
Skills Required
- 2-4 years in a customer success or account management role
- Experience in B2B SaaS
- Proven track record owning renewal and expansion targets
- Comfortable running business reviews and having commercial conversations with customers
- Organized and self-directed; ability to manage a full book without close oversight
- Experience with a CRM
- Experience with HubSpot
- Comfort working from ARR and account health data
- Legal, legal tech, or personal injury industry experience
What We Do
Tavrn is an invite-only app that helps creators, singers, actors and professionals in the creative industry to connect. We facilitate eight-person member events weekly - all members have to do is indicate interest to attend and we take care of all the rest!
