Shape B2B customer success at Clio through portfolio strategy, product adoption, and empathetic performance coaching for a global team.

This Team Lead of Customer Success Management supports Clio’s growing Customer Success department and reports to its Director. You will oversee work serving Mid-Market customers, helping retain portfolios, increase adoption, and grow revenue throughout the customer lifetime. Success requires leadership in SaaS, data-informed strategy, and solid customer relationships.

Key Responsibilities:

- Oversee diverse customer portfolios and touch models
- Analyze customer behavior, needs, trends, and KPI performance
- Identify at-risk accounts and expansion opportunities
- Partner with Sales, Marketing, Product, and operations teams




- Advocate for customer insights in strategic decisions

Requirements:

- Proven SMB and enterprise portfolio management in SaaS
- Experience growing and scaling Customer Success teams
- Strong performance management, coaching, and development skills
- Experience with business reviews, project management, and BI tools
- Strong self-awareness, accountability, and interpersonal skills

Use portfolio insight, customer advocacy, and leadership experience to strengthen adoption and retention across Clio’s Mid-Market customers.

📌 B Customer Success Manager Lead (Vancouver)
🏢 Clio
📍 Vancouver