Customer Success Manager

Casepoint is a top provider of data discovery technology for litigation, investigations, and compliance. The Customer Success Manager (CSM) is responsible for delivering successful customer outcomes, supporting growth opportunities across Government accounts, and ensuring customers effectively adopt Casepoint products.

Responsibilities:

• Manage the day‑to‑day experience of assigned Government accounts and support retention and renewal readiness activities
• Help automate low to mid-market customer touchpoints
• Serve as a point of escalation for Government concerns and needs, collaborating with the Customer Success Team and the Casepoint Customer Delivery Organization to support and help manage customers from onboarding, adoption, service delivery, value realization, account growth, and retention
• Collaborate closely with Casepointteam members across departments to actively:
• Support government sales opportunity capture activities
• Ensure smooth customer onboarding, solution, and service delivery post-contract award
• Contribute inputs to account planning and customer goals, in partnership with Senior CSMs, Sales, or CS leadership
• Achieve retention and availability to renew goals
• Coordinate with internal teams on clearance‑related requirements and communicate status to customers
• Follow established processes related to contract requirements and communicate risks or compliance considerations to the appropriate internal teams
• Actively provide insights on customer accounts (account data points, business/technical/service insights, etc.) to support account reviews
• Develop strategic relationships with stakeholders to understand a customer’s business, goals, and develop and execute the strategic account plan
• Advocate for customer needs to overcome adoption blockers and drive new feature development
• Prepare for and participate in customer business reviews; independently lead standard QBRs for assigned accounts to inform on business and technical needs of the customer
• Coordinate with project managers to ensure project schedules/plans, risk management plans, and communication plans are developed and executed. In conjunction with the project manager and/or Casepoint leadership, provide budget management for Casepoint projects or matters
• Develop a thorough understanding of Casepoint’s products and service offerings to support continued account growth and retention
• Lead and manage relationships with other commercial partners on a project, either as a prime or subcontractor, including subcontracts, modifications, invoicing, and performance
• Provide proper and consistent communication for the customer relationship
• Collaborate closely with Casepoint team members across departments to support onboarding, issue resolution, and customer outcomes
• Ensure exemplary customer service and communication management of all assigned customers; proactively promote customer service throughout the organization and among teams; respond to peer requests when that request serves a customer’s need
• Contribute to customer collateral, including white papers, webinars, events, guides, and other materials
• Contribute to team and corporate projects and initiatives to promote continuous improvement

Requirements:

• 3–4+ years of experience in customer‑facing roles within SaaS, Public Sector technology, or related fields
• Strong project management experience in deploying projects and technology products, experience supporting SaaS projects and/or products
• Passion for technology and for helping others to understand and use it
• Excellent verbal presentation skills and written communication skills
• Experience in self-training and developing expertise with new user-based technology
• B.A. and/or M.S. or equivalent experience
• US Citizen (non-dual) and eligible for Secret Clearance
• Demonstrated ability to develop and execute strategic account plans that drive retention, renewal, and account growth across complex customer environments
• Strong commercial and business acumen with the ability to translate customer goals into measurable success outcomes
• Demonstrated success leading or coordinating multi-phase technology implementations or SaaS deployments for Federal customers
• Experience using customer data, health metrics, and feedback to inform business reviews and drive process improvement
• Experience supporting Government or public‑sector customers is strongly preferred
• Familiarity with federal processes, terminology, or compliance expectations (e.g., clearance workflows, ATO basics) is a plus
• Working knowledge of Federal procurement processes, FAR/DFARS basics, and contract lifecycle management