Lead customer success in a SaaS workplace at Clio, using coaching and data analysis to support global Customer Success Managers.
As Team Lead of Customer Success Management, you will report to the Director of Customer Success Management. You will guide North America-based team members while supporting retention, product adoption, and revenue growth across Mid-Market customers. The work combines performance management, customer journey oversight, and process creation.
Key Responsibilities: Coach and mentor the North America-based Customer Success team
Drive customer satisfaction and customer journey process improvements
Monitor lifecycle stages, health metrics, and customer portfolios
Support escalations and identify root causes with stakeholders
Develop scalable processes and customer success 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, performance reviews, and BI tools
Experience owning customer escalations and outcomes
Experience with Salesforce.com, Gainsight, or ChurnZero
Bring B2B customer success leadership, data-driven decision-making, and coaching expertise to Clio’s growing global team.
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📌 Customer Success Team Lead SaaS (British Columbia)
🏢 Clio
📍 British Columbia
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