Customer Success Associate

Who We’re Looking For

We are seeking a motivated and customer-centric Customer Success Associate to support our

growing portfolio of law firm clients. This is an excellent opportunity to launch your career in

customer success within a fast-moving, AI-driven environment. You will work alongside senior

Customer Success Managers to help clients onboard, adopt, and get maximum value from Supio’s

platform. The ideal candidate is eager to learn, thrives on building relationships, and is energized

by our mission to transform how law firms leverage data.

Key Responsibilities

Customer Relationship Support

• Assist in managing day-to-day client interactions, serving as a responsive and reliable point of
  
  

contact for assigned accounts.

• Participate in regular check-ins and business reviews, helping to document customer goals
  
  

and track progress toward them.

• Build trust with customers by demonstrating genuine care for their outcomes and following
  
  

through on commitments.

Onboarding and Implementation

• Support new customers through the onboarding process, coordinating training sessions and
  
  

ensuring smooth platform adoption.

• Help create and maintain customized success plans in collaboration with senior CSMs to
  
  

accelerate customer time-to-value.

• Act with urgency to address onboarding questions and remove early-stage barriers to
  
  

customer success.

Account Health and Retention

• Monitor customer health metrics and usage data, flagging at-risk accounts to senior team
  
  

members for proactive outreach.

• Assist in preparing and delivering materials for renewal conversations and expansion
  
  

discussions.

• Collaborate cross-functionally with Sales, Product, and Support teams to resolve customer
  
  

issues efficiently.

Product Knowledge and Customer Education

• Develop a strong working knowledge of Supio’s platform to answer customer questions and
  
  

guide best practices.

• Help create and maintain customer-facing resources such as training guides, FAQs, and how-
  
  

to documentation.

• Leverage AI tools to identify customer needs and deliver timely, relevant recommendations.
  
  

Reporting and Continuous Learning

• Track and log customer interactions and account updates in the CRM to maintain accurate
  
  

records.

• Assist in preparing reports on account status and customer health for internal stakeholders.
• Stay current with industry trends, customer success methodologies, and Supio product
  
  

updates to continuously grow your expertise.

Skills and Competencies

• Strong interpersonal skills with a genuine passion for helping customers succeed.
• Eagerness to learn and grow in a fast-paced, AI-driven environment.
• Ability to manage multiple tasks and priorities simultaneously while maintaining attention to
  
  

detail.

• Collaborative mindset with clear, professional written and verbal communication skills.
• Customer-first orientation with a proactive, problem-solving attitude.
• Comfort with technology platforms and openness to leveraging AI tools in daily work.
  
  

Required Qualifications

• Bachelor’s degree in Business, Marketing, Communications, or related field, or equivalent
  
  

experience.

• 1–2 years of experience in a customer-facing role such as customer success, account
  
  

management, client support, or sales.

• Excellent written and verbal communication skills.
• Strong organizational skills and ability to prioritize in a dynamic environment.
• Basic familiarity with CRM platforms (e.g., Salesforce, HubSpot) or customer success tools.
  
  

Preferred Qualifications

• Experience in SaaS or technology industry.
• Internship or work experience at a startup or growth-stage company.
• Exposure to data analysis or familiarity with customer health scoring concepts.
• Interest in legal technology or AI-driven products.