Strategic Customer Success Lead - SMB & Mid-Market

Codes Health; United States; On-site; USD 80,000 - 120,000; Full time

Job summary

Codes Health is looking for a Mid-Market & SMB Customer Success Lead to engage with small to mid-sized law firms. This role requires managing a portfolio of clients, ensuring onboarding, and maintaining relationships to foster growth.

The ideal candidate has 3–5 years in B2B Customer Success, balancing efficiency with personalized service. Strong analytical skills and excellent written communication are essential to this high-impact position within a rapidly growing company.

Qualifications

• 3–5 years of B2B Customer Success experience managing a high-volume SMB or mid-market book.
• Proven ability to balance scale and personalization in customer relationships.
• Experience in legal tech, healthcare, or document management SaaS is a plus.

Responsibilities

• Manage a portfolio of mid-market and SMB law firms through the customer lifecycle.
• Run structured onboarding for new customers within 2 weeks.
• Monitor account health signals and proactively reach out to at-risk accounts.
• Identify expansion opportunities through regular account reviews.
• Build scalable touchpoint sequences for customer engagement.

Skills

B2B Customer Success experience

Analytical instincts

Excellent written communication

Ability to manage multiple accounts

Job description

Codes Health is looking for a Mid-Market & SMB Customer Success Lead to engage with small to mid-sized law firms. This role requires managing a portfolio of clients, ensuring onboarding, and maintaining relationships to foster growth.

The ideal candidate has 3–5 years in B2B Customer Success, balancing efficiency with personalized service. Strong analytical skills and excellent written communication are essential to this high-impact position within a rapidly growing company.