Lead customer success through coaching, data analysis, and SaaS expertise at Clio, supporting a global team in a hybrid workplace.
As Team Lead of Customer Success Management, you will guide North America-based Customer Success Managers. You will support retention, adoption, and revenue growth across Clio’s Mid-Market customer portfolio. The work combines performance management, customer journey strategy, reporting, and cross-functional collaboration.
Key Responsibilities: Coach and mentor North America-based Customer Success Managers
Drive initiatives improving customer satisfaction and processes
Monitor health metrics, risks, and expansion opportunities
Support escalations and identify root causes and solutions




Develop scalable customer success processes and playbooks
Requirements: Four-plus years in B2B software Customer Success Management
Two-plus years of Team Lead or CSM leadership experience
Experience with QBRs, scorecards, reviews, and project management
Experience using Salesforce.com, Gainsight, ChurnZero, or similar systems
Experience growing and scaling Customer Success teams
Bring customer success leadership, performance coaching, and data-driven strategy to Clio’s growing SaaS organization.

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📌 Customer Success Team Lead SaaS (Ontario)
🏢 Clio
📍 Ontario