Digital Client Success Manager - Billing & Onboarding

Socket.dev; Chicago (IL); Hybrid; USD 73,000 - 80,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Wellness stipend

Parental leave

Office snacks

Job summary

Smokeball in Chicago, IL is seeking a Digital Client Success Manager (Legal Billing Specialist) to own onboarding, adoption, and ongoing client engagement. This hands-on, client-facing role partners with Sales and Product to ensure clients realize value from our platform.

You’ll need 3+ years in client success or training in SaaS, and a working knowledge of billing concepts (e.g., QuickBooks). The role is hybrid with in-office Wednesdays and Thursdays, focused on customer outcomes and expansion

Qualifications

• 3+ years in client success, onboarding, account management, or training in a SaaS or PLG environment.
• Working knowledge of billing/trust accounting concepts (e.g. QuickBooks, legal billing) to support client questions.
• Proven success managing customer relationships, product adoption, and training initiatives.
• Strong presentation and facilitation skills across live, recorded, and self-paced mediums.

Responsibilities

• Act as the dedicated account manager for Boost clients, supporting them post-sale and during funnel progression.
• Support billing-related client questions, acting as a billing specialist/backup where needed.
• Review client health metrics and onboarding progress to identify accounts needing intervention.
• Host onboarding calls or product walkthroughs and deliver tailored virtual training sessions.
• Respond to escalated client questions or training needs outside standard support.
• Conduct strategic check-ins to review usage and align on business goals.
• Collaborate with Sales on expansion opportunities and provide usage insights.
• Partner with Product to relay feedback and improve the product-led experience.
• Contribute to scalable enablement content and log key interactions in the CRM.

Skills

Client Success

Billing

SaaS experience

Relationship management

Training & coaching

Tools

Salesforce

ChurnZero

Intercom

HubSpot

QuickBooks

Job description

Smokeball in Chicago, IL is seeking a Digital Client Success Manager (Legal Billing Specialist) to own onboarding, adoption, and ongoing client engagement. This hands-on, client-facing role partners with Sales and Product to ensure clients realize value from our platform.

You’ll need 3+ years in client success or training in SaaS, and a working knowledge of billing concepts (e.g., QuickBooks). The role is hybrid with in-office Wednesdays and Thursdays, focused on customer outcomes and expansion