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Customer Success Associate

Filevine

Remote · 3-5 years experience · Full-time · Remote · Posted Oct 8, 2026

At a glance

Experience
3-5 years experience
Employment
Full-time
Workplace
Remote
Location
Remote

Responsibilities

  • 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
  • Prepare 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
  • Partner with Sales, Implementation, and Marketing teams to support go-to-market initiatives and customer handoffs
  • Assist with expansion motions and customer advocacy efforts
  • Support customer education through training materials, documentation, and best-practice resources
  • Assist in onboarding reinforcement, feature adoption campaigns, and ongoing enablement initiatives

Requirements

  • 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

Preferred qualifications

  • Experience in SaaS, legal tech, or B2B software is a plus

Benefits

  • Medical, Dental, & Vision Insurance (for full-time employees)
  • Competitive & Fair Pay
  • Maternity & paternity leave (for full-time employees)
  • Short & long-term disability
  • Opportunity to learn from a dedicated leadership team
  • Top-of-the-line company swag

Workplace

  • Candidates residing in or near these metro areas are expected to work on a hybrid (2-3 days in-office/week) or fully onsite basis.

Filevine

Customer Success Associate

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