Team Lead, Customer Success Management

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.

We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Summary:

Clio is an innovative, culture-focused Canadian based SaaS solution seeking to make a key hire within our Customer Success department - Team Lead of Customer Success Management.

Reporting to the Director of Customer Success Management, you will provide leadership, mentorship and assistance to day-to-day operations of Clio’s growing team of global Customer Success Managers. This department is responsible for retaining a portfolio of Clio’s Mid-Market customers , driving product adoption and growing revenue across a customer’s lifetime with Clio. We are seeking someone with an entrepreneurial spirit that has strong previous experience in both B2B customer success management and leadership.

Key Qualities and Qualifications

• Contagious passion for Customer Success, this individual brings a proven track record of managing SMB and enterprise portfolios in a SaaS environment and worked in start up and hypergrowth environments.
• Strong performance management who can coach and develop team members with empathy and curiosity, creating a positive, supportive culture while driving accountability against KPIs and team deliverables.
• Excels in guiding the customer journey through a data-driven approach, leveraging systems to enhance customer experience. Skilled in data analysis and process creation, able to translate insights into strategic decisions, prioritize effectively, and drive continuous improvement.
• A top performer with a history of building efficiencies, enhancing customer experiences, and holding their team accountable to clear, results-focused metrics.
• Experienced in handling diverse customer portfolios and touch models, adapting strategies to meet varied client needs.
• Solution-focused and resilient, thriving on the opportunity to tackle tough challenges with creativity and agility.
• Articulates technical specifications and product value propositions with clarity and impact, both verbally and in writing.
• Motivated, detail-oriented, confident, and competitive, with a drive for excellence and high achievement.
• A relationship builder with exceptional interpersonal skills, inspiring high performance and loyalty from those around them.
• A solution-focused problem solver who thrives finding solutions to tough challenges

Responsibilities

• Provide coaching and mentorship to the North America-based team, fostering a culture of accountability, innovation, continuous improvement, and high performance, ensuring consistent development and effective performance management across all team members.
• Design and drive initiatives to enhance customer satisfaction, leveraging data insights to identify opportunities for process improvements that optimize the customer journey.
• Oversee the execution of critical lifecycle stages ensuring consistency and high impact at every point in the customer journey.
• Oversee a diverse portfolio, conducting detailed reporting and analysis to drive insights into customer behavior, needs, and trends. Use these insights to inform team strategies that support KPI attainment, including net retention, customer adoption, and growth.
• Regularly monitor and report on customer health metrics, proactively identifying at-risk accounts and potential expansion opportunities to support the Director in managing funnel visibility and strategic decision-making.
• Support customer escalations and act as the first line of leadership investigation to identify root cause, solutions, and partner with cross-functional stakeholders to drive closure and success.
• Develop scalable, repeatable processes and playbooks that address team and customer needs, supporting efficient and consistent execution of customer success activities across all stages of the customer lifecycle.
• Partner closely with Sales, Marketing Product, and other key teams to ensure alignment with strategic initiatives and organizational goals.
• Act as the advocate for customer needs and insights within the organization, influencing product development and strategic decisions that drive customer success.
• Collaborate with operations and technology teams to ensure the effective deployment and adoption of tools and drive performance management.

Qualifications

• 4+ years of previous experience in a B2B software within Customer Success Management
• 2+ years of previous leadership experience in a Team Lead, CSM role
• Experience with business reviews, QBRs, scorecards, performance reviews, project management and BI tools
• Strong sense of self awareness and accountability
• Experience in owning customer escalations and outcomes
• Experience with CS systems (Salesforce.com, Gainsight, ChurnZero etc.)
• Experience growing and scaling Customer Success teams

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Some highlights of our Total Rewards program include:

• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office minimum twice per week.
• Flexible time off policy, with an encouraged 20 days off per year.
• $2000 annual counseling benefit
• RRSP matching and RESP contribution
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

The base salary range for this role is $100,000 to $150,000 CAD. with on-target earnings (OTE) of $117,700 to $176,500 at 100% attainment. All commission eligible roles have a set base/variable pay mix depending on role, and are eligible for uncapped commissions. Variable compensation is not guaranteed and will depend on individual, team, or company performance. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @clio.com email addresses.