Customer Success Manager

About Us:

• Foundation AI revolutionizes how plaintiff-focused law firms manage their incoming documents and case files.


• Our platform automates manual processes—capturing, classifying, and integrating documents into existing case management systems—so law firms can focus on delivering exceptional client service, not administrative drudgery.
• Top plaintiff firms nationwide trust Foundation AI for a more efficient, error-free workflow.
• We are a growing, mission-driven team passionate about using AI to bring transformative efficiency to the legal industry.
• We embrace diversity and inclusion, encourage open dialogue, and value a growth mindset.
• At Foundation AI, you’ll be supported by a team that values innovation, curiosity, and personal development.
• This is a remote role, but we're considering candidates in Los Angeles, Houston, Dallas, Miami, or New York.

Job Overview:

•   Foundation AI is seeking a ​Customer Success Manager. ​You will be a key member of our team and will ​build strong relationships with existing customers, have an in-depth understanding of our customers’ goals, and monitor their experience with and adoption of the Foundation AI platform to prove out ROI.


• To be a good fit for the position, we have to make sure we align on a few key things outlined below.
• The ideal candidate for this role is eager to work for a high-growth SaaS company that is poised for continued growth.
• Does this sound like you?

If so, apply now.

Job Responsibilities:

• Serve as the primary point of contact for our clients, understanding their business objectives and using that knowledge to help them achieve their goals through the use of our platform.


• Establish and maintain strong relationships with clients through virtual meetings, on-site visits, and attending industry events, ensuring their satisfaction and loyalty.
• Develop and maintain a deep understanding of our platform, its capabilities, and its use cases.
• Work closely with clients to understand their needs and requirements, and collaborate with internal teams to develop and deliver solutions that meet those needs.
• Provide guidance and best practices to clients on how to leverage the platform to achieve their business objectives.
• Proactively monitor client usage and identify opportunities for upselling or cross-selling of additional products and services.
• Act as an advocate for clients internally, ensuring their needs are addressed and their feedback is heard.
• Provide regular updates and reports to internal stakeholders on client health and usage.
• Responsible for renewals, identifying upsell opportunities, training, and post-implementation solutioning.

Job Requirements:

• Bachelor's degree in Business Administration, Marketing, Communications, or related field. 5+ years of experience in customer success or account management in the technology industry, in the legal sector. 2+ years experience in legal and/or legal software.


• Strong understanding of SaaS business models and software development lifecycles.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
• Proven ability to manage complex projects and timelines, and to prioritize and multitask effectively.
• Strong analytical and problem-solving skills, with the ability to identify and address customer needs and requirements.
• Ability to work independently in a remote environment, with a high degree of self-motivation and self-discipline.

It would be nice if you have:

• Experience working with AI-powered technologies.


• Exposure to working on an onshore-offshore set up.
• Experience in managing larger projects with multiple stakeholders.
• Experience in the Personal Injury or LegalTech industry.

Personal Attributes we are looking for:

•   Analytical nature with the ability to solve complex business issues High emotional quotient is desired.

A ‘can do’ attitude to be able to work within existing constraints and come up with innovative ideas that may not be obvious or apparent.  Maturity and level-headedness to handle difficult situations and still maintain healthy relationships with customers and partners.  Extremely detail-oriented, self-motivated, and passionate about a customer’s success  Our Commitment:

• At Foundation AI, we're committed to creating an inclusive and diverse workplace.


• We value equal opportunity and affirmative action principles, giving everyone an equal chance to succeed.
• We're dedicated to offering equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status.
• Upholding these values and adhering to applicable laws is paramount to us.
• For any feedback or inquiries, please contact us at [email protected] .
• Learn more about us at www.foundationai.com Powered by JazzHR