Customer Success Manager (West Region)

Assembly Software; United States; Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

Disability coverage

Supplemental insurance

401(k)

Flexible time off

Paid parental leave

Employee Assistance Program

Job summary

Assembly Software is a fully remote company serving personal injury and legal firms, with three brands: Neos, Needles, and TrialWorks. The Customer Success Manager will own a portfolio of law firm accounts, drive adoption, and lead proactive outreach, health reviews, and client training to ensure renewal and expansion signals are captured.

You will work across time zones, connect via Teams, and help clients maximize value from our platform while enjoying a comprehensive benefits package and

Responsibilities

• Own a portfolio of law firm accounts from onboarding end, driving adoption and value.
• Conduct proactive outreach, health reviews, and training to keep clients engaged.
• Catch usage dips or health score slips early and prevent renewal problems.
• Identify expansion or referral signals and route them as qualified leads.

Tools

Teams

Job description

We don't just sell a product and walk away. We stay. We help our clients build better workflows, train their teams, and actually use the platform they're paying for, and that's what makes our retention numbers something to be proud of.

We're looking for a Customer Success Manager who thrives on making clients genuinely successful, not just satisfied. In our POD model, the CSM has a clear and powerful mandate: own the customer relationship, drive adoption, renew confidently, and generate the kind of qualified leads that only come from deep customer trust. You're freed from deal forecasting and transactional selling. Your job is to make customers love Assembly, and let that speak for itself.

You'll own a portfolio of law firm accounts from the moment onboarding ends, running the proactive outreach, health reviews, and training that keep clients engaged and adopting new features. When usage dips or a health score slips, you'll catch it early and act before it becomes a renewal problem. And when you spot the kind of expansion or referral signal that only comes from a trusted relationship, you'll route it to the right team as a real, qualified lead, not just a note in passing.

If this sounds like the seat you've been waiting for, we'd love to hear from you.

When you're considering a new job, it's normal to have questions. Here are a few things we get asked all of the time:

1. I'm tired of the daily commute. Where are you located?

Assembly Software is a fully remote company. We work across time zones and connect through Teams, so you can build your career from wherever you do your best work: home office, favorite coffee shop, or yes, in your PJs if that's your vibe.

2. What makes Assembly Software different?

Our people. We're a fast growing SaaS company and the leading provider of case management solutions for personal injury and legal firms. Through our three brands, Neos, Needles, and TrialWorks, we serve over 2,500 law firms and 40,000+ users, the largest user base in the industry. Backed by Ridge Road Partners since 2017, we combine decades of legal tech expertise with a scrappy, entrepreneurial energy. We move fast, we care about the product, and we have fun doing it. Our sales team also enjoys uncapped commission with built in accelerators, so top performers are rewarded for their impact.

3. What's the benefits package like?

Competitive and comprehensive. You'll have access to:

• Medical, dental, and vision plans
• Short and long term disability coverage
• Supplemental insurance options
• 401(k)
• Flexible time off
• Paid parental leave
• An Employee Assistance Program

We invest in our people because we know our results depend on them. When you do great work here, you'll be recognized and rewarded for it.

Assembly Software provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.