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Customer Success Manager, Midmarket

EvenUp is one of the fastest-growing generative AI startups in history, on a mission to level the playing field for personal injury victims, which range from motor vehicle accidents to child abuse cases. Our products empower law firms to secure faster settlements, higher payouts, and better outcomes for those who need it most.

The Mid-Market Customer Success Manager will oversee a portfolio of ~60 mid-sized law firm accounts, balancing strategic engagement with scalability to deliver measurable customer outcomes. This role requires a strategic mindset and strong relationship management skills to address the unique needs of mid-market customers. You will act as a trusted advisor, advocate for customers within EvenUp, and identify opportunities to expand our partnership with each customer.

What you'll do:

Proactive Account Management:

  • Regularly conduct check-ins, business reviews, and adoption analyses to ensure customers are leveraging the full capabilities of EvenUp’s platform.

  • Collaborate with internal teams to deliver value and resolve challenges promptly.

Strategic Partnership Development:

  • Partner with customers to establish success metrics and ensure alignment with their business goals.

  • Develop and execute tailored success plans for each customer, driving measurable outcomes.

Customer Advocacy and Success:

  • Build and maintain strong relationships with key customer stakeholders, ranging from firm leadership to end-users.

  • Serve as the primary point of contact for all customer-related matters within your portfolio.

Renewal and Retention:

  • Own the renewal process for your accounts, working to secure favorable outcomes for both EvenUp and the customer.

  • Analyze and mitigate risks to customer retention by addressing concerns and providing solutions proactively.

Revenue Growth:

  • Identify and recommend upsell or cross-sell opportunities to drive additional value for customers.

  • Collaborate with Sales to design customized proposals for cross-sell opportunities based on customer-specific needs.

Insights and Feedback:

  • Document customer feedback, use cases, and success stories to inform internal product development and roadmap planning.

  • Act as a voice of the customer in internal discussions to prioritize feature requests and improvements.

Operational Excellence:

  • Ensure all customer interactions and account activities are tracked accurately in the CSP/CRM system.

  • Provide regular updates on account health metrics and identify trends across your portfolio.

Team Collaboration:

  • Partner with cross-functional teams, including Product, Sales, and Operations, to deliver seamless customer experiences.

  • Share insights and best practices with the broader Customer Success team to enhance overall team performance.

What we look for:

Education and Experience:

  • Bachelor’s degree in a related field

  • 3+ years of experience in Customer Success, Account Management, or a similar customer-facing role, preferably with mid-market customers.

  • Experience navigating a fast-paced, high-growth startup environment, balancing competing priorities while maintaining a customer-first mindset.

Skills and Expertise:

  • Proven ability to manage a portfolio of accounts and deliver exceptional results.

  • Strong problem-solving and critical-thinking skills with a proactive approach to customer challenges.

  • Exceptional interpersonal, communication, and presentation abilities.

  • Familiarity with SaaS business models, particularly recurring revenue and usage-based pricing, is a strong advantage.

  • Experience leveraging CSPs (Customer Success Platforms) and CRM systems to manage portfolios and track customer health metrics.

  • Legal Tech or experience working with law firms is a strong plus.

Attributes:

  • Highly organized, detail-oriented, and capable of managing competing priorities.

  • Collaborative and team-oriented mindset.

  • Motivated by achieving measurable customer outcomes and delivering value.

Other Requirements:

  • Ability to travel within the U.S. up to 25%.

Notice to Candidates:

EvenUp has been made aware of fraudulent job postings and unaffiliated third parties posing as our recruiting team – please know that we have no affiliation or connection to these situations. We only post open roles on our career page (https://jobs.ashbyhq.com/evenup) or reputable job boards like our official LinkedIn or Indeed pages, and all official EvenUp recruitment emails will come from the domains @evenuplaw.com, @evenup.ai, @ext-evenuplaw.com or no-reply@ashbyhq.com email address. 

If you receive communication from someone you believe is impersonating EvenUp, please report it to us by emailing talent-ops-team@evenuplaw.com. Examples of fraudulent email domains include “careers-evenuplaw.com” and “careers-evenuplaws.com”. 

Benefits & Perks:

Our goal is to empower every team member to contribute to our mission of fostering a more just world, regardless of their role, location, or level of experience. To that end, here is a preview of what we offer:

  • Choice of medical, dental, and vision insurance plans for you and your family

  • Flexible paid time off

  • 10 US observed holidays, and Canadian statutory holidays by province

  • A home office stipend

  • 401(k) for US-based employees

  • Paid parental leave

  • Sabbatical program

  • A meet-up program to get together in person with colleagues in your area

  • Offices in San Francisco, Los Angeles, and Toronto

Please note the above benefits & perks are for full-time employees

About EvenUp:

EvenUp is on a mission to level the playing field in personal injury cases. EvenUp applies machine learning and its AI model known as Piai™ to reduce manual effort and maximize case outcomes across the personal injury value chain. Combining in-house human legal expertise with proprietary AI and software to analyze records. The Claims Intelligence Platform™ provides rich business insights, AI workflow automation, and best-in-class document creation for injury law firms. EvenUp is the trusted partner of personal injury law firms. Backed by top VCs, including Bessemer Venture Partners, Bain Capital Ventures (BCV), SignalFire, NFX, DCM, and more, EvenUp’s customers range from top trial attorneys to America’s largest personal injury firms. EvenUp was founded in late 2019 and is headquartered in San Francisco. Learn more at www.evenuplaw.com.

EvenUp is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Average salary estimate

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What You Should Know About Customer Success Manager, Midmarket, EvenUp

At EvenUp, a rapidly growing generative AI startup based in Atlanta, we are on a mission to empower personal injury victims by assisting law firms in securing faster settlements and better outcomes. As a Midmarket Customer Success Manager, you’ll lead a portfolio of approximately 60 mid-sized law firm accounts, fostering strategic relationships and ensuring they get the most out of our innovative platform. This role is perfect for someone who thrives on proactive account management and enjoys collaborating with customers to develop tailored success plans that align with their business goals. You will be instrumental in conducting regular check-ins and business reviews, helping clients address their challenges swiftly, and turning their feedback into actionable insights to improve our offerings. Your expertise will also be crucial in driving customer renewals and identifying upselling opportunities to enhance revenue growth. At EvenUp, we value a customer-first mindset, and as the voice of our clients, you’ll contribute to product development discussions and champion their needs within the company. If you have a knack for relationship management and a desire to make a meaningful impact on the legal field, we would love to have you join our team!

Frequently Asked Questions (FAQs) for Customer Success Manager, Midmarket Role at EvenUp
What are the key responsibilities of a Customer Success Manager at EvenUp?

As a Customer Success Manager at EvenUp, you will be responsible for proactively managing a portfolio of mid-sized law firm accounts, ensuring they leverage EvenUp's platform effectively. This includes conducting regular check-ins, developing tailored success plans, advocating for customer needs internally, managing renewals, and identifying upsell opportunities to drive additional value.

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What qualifications do you need to apply for the Customer Success Manager position at EvenUp?

EvenUp requires candidates to hold a Bachelor’s degree in a related field and possess at least 3 years of experience in Customer Success or Account Management, particularly with mid-market customers. Familiarity with SaaS business models and experience with legal tech or law firms is preferred, alongside strong interpersonal and problem-solving skills.

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How does EvenUp support the professional growth of its Customer Success Managers?

EvenUp is committed to the professional growth of its employees by fostering a collaborative environment where knowledge sharing is encouraged. As a Customer Success Manager, you will have opportunities for targeted training, mentorship from senior leaders, and access to resources that support your development in customer relationship management and the tech landscape.

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What kind of culture can I expect as a Customer Success Manager at EvenUp?

At EvenUp, you can expect a dynamic and inclusive culture that values collaboration, innovation, and a customer-first approach. As a Customer Success Manager, you'll work closely with cross-functional teams and contribute to our mission of providing legal support to personal injury victims, ensuring your work has a meaningful impact.

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Can you describe the work environment for a Customer Success Manager at EvenUp?

EvenUp promotes a flexible, supportive work environment aimed at empowering employees to excel in their roles. As a Customer Success Manager, you may work from home or collaborate in our offices located in major cities, all while being part of a fast-paced team focused on providing exceptional customer experiences.

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Common Interview Questions for Customer Success Manager, Midmarket
How do you prioritize competing tasks in your role as a Customer Success Manager?

When prioritized competing tasks, I assess the urgency and impact of each task on customer outcomes, communicating with stakeholders to align expectations. I utilize tools like priority matrices to organize tasks effectively and remain adaptable to changing client needs.

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Can you give an example of a challenging customer issue you've resolved?

In my previous role, a customer faced issues with product adoption. I scheduled a series of check-ins, conducted a thorough analysis, and developed a tailored training plan that not only resolved their issues but also enhanced user engagement and overall satisfaction.

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What strategies do you use to build strong relationships with customers?

Building strong relationships with customers involves active listening and personalized communication. I make it a point to understand their unique challenges and objectives, ensuring regular face-to-face interactions to foster trust and demonstrate empathy throughout our partnership.

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Describe how you handle customer feedback and implement changes.

I take a proactive approach to customer feedback by documenting their suggestions and concerns. I then collaborate with internal teams to analyze this feedback, propose actionable changes, and communicate any updates back to the customer, closing the feedback loop.

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What tools or software do you find most effective in customer success management?

I find using Customer Success Platforms (CSPs) and CRM systems crucial for tracking account health metrics and managing my portfolio effectively. Tools like Salesforce or Gainsight allow me to gain insights into customer behavior and anticipate their needs.

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How do you ensure customer success metrics are met?

I ensure success metrics are met by establishing clear KPIs in collaboration with the customer during our initial discussions. Regularly checking in on these metrics and adjusting strategies based on performance data allows me to stay aligned with their business goals.

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What role does collaboration play in your success as a Customer Success Manager?

Collaboration is vital in my success as it helps create a seamless customer experience. I work closely with Sales, Product, and Support teams to ensure that customers receive cohesive, well-rounded service that addresses all their needs promptly.

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How do you approach difficult conversations with customers?

I approach difficult conversations with a mindset of openness and empathy. By actively listening to their concerns and validating their feelings, I can foster a constructive dialogue focused on finding solutions while maintaining a positive relationship.

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Why do you want to work as a Customer Success Manager at EvenUp?

I want to work as a Customer Success Manager at EvenUp because I admire your commitment to leveraging technology to make a substantial difference in the lives of personal injury victims. I am excited about the opportunity to contribute to such impactful work while helping law firms succeed with your innovative solutions.

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Can you explain how you'd handle a situation where a customer is unhappy with a product feature?

If a customer is unhappy with a product feature, I would first listen fully to their concerns without interruption. Then, I would offer constructive solutions or workarounds, document their feedback for our product team, and follow up to ensure their needs are being addressed, assuring them I am their advocate.

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EvenUp employs advanced AI technology under a strict zero-day retention policy. Data is deleted immediately after processing, ensuring no long-term storage risks and highlighting our commitment to data security and client privacy.

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EMPLOYMENT TYPE
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DATE POSTED
April 16, 2025

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