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 strong 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 Solid 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.

#J-18808-Ljbffr

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