Customer Success Manager

About Athennian Athennian delivers Governance Ops™ software that aligns legal, finance, tax and fund teams through a secure, integrated source of truth for entity and ownership data. The platform enables organizations managing complex corporate and investment structures to automate governance workflows, maintain audit-ready records and collaborate across functions with confidence. More than 500,000 entities across over 150 countries are managed on Athennian, helping organizations modernize entity management and transform governance operations into a strategic advantage. We are a fast-moving, solutions-driven team using an AI-forward approach to solve complex operational challenges. If you are passionate about building technology that transforms traditional industries, we’d love to have you join us. About the role As a Customer Success Manager (CSM) reporting to the Director, Customer Success, you'll be a high-impact contributor who serves as a trusted advocate for our clients, a strategic growth driver, and a data-driven decision-maker. In this role, you will build deep relationships to understand unique client needs and empower them to achieve exceptional results by fully leveraging Athennian’s platform. You will act as the voice of our clients, develop value-driven success plans, and analyze key metrics to drive continuous improvement. As a CSM, you will manage a dedicated portfolio of accounts, proactively driving product adoption, mitigating churn risks, and identifying opportunities to expand client value. What you'll do As a key contributor to our Customer Success team, you will be responsible for: Relationship Management: Own and build strong, trusted relationships with a dedicated portfolio of customers, ensuring they see continuous value from Athennian. Retention & Growth: Drive customer renewal and retention to meet quarterly Net Dollar Retention (NDR) goals, identifying expansion opportunities and managing upsell conversations. Adoption & Engagement: Monitor customer health and product usage data to proactively drive engagement, feature adoption, and healthy user habits. Cross-Functional Collaboration: Partner with internal teams (such as Onboarding, Support, and Product) to ensure seamless implementations and convey customer feedback effectively. Escalation Management: Serve as a primary point of contact for customer issues, working efficiently to resolve roadblocks and maintain high customer satisfaction. Business Reviews: Prepare and execute regular business reviews with clients to demonstrate ROI, review health metrics, and align on their evolving business goals. Process Contribution: Participate in internal initiatives to help refine Customer Success processes, playbooks, and best practices. Qualifications Experience: 3–5 years of commercially-focused Customer Success or Account Management experience in B2B SaaS. Domain Knowledge: Familiarity with legal tech, governance, entity management, or private equity software is a strong asset. Relationship & Commercial Skills: Proven ability to build trust with stakeholders, proactively drive renewals, and identify expansion opportunities. Communication: Excellent verbal and written skills, with the ability to explain complex workflows clearly to both day-to-day users and decision-makers. Problem-Solving: Resourceful, empathetic, and proactive in managing account health, mitigating churn, and resolving customer issues. Organization: Highly organized and detail-oriented, with the ability to manage a diverse portfolio and competing priorities simultaneously. Logistics: Located in and authorized to work in the US/Canada (working on an EST schedule); open to occasional travel for client and company events. Nice to have: An understanding of managing SaaS solutions within highly regulated environments, particularly at the enterprise level. Experience working at a law firm or with an in-house legal team. Knowledge of and ongoing interest in the legal space, corporate governance, and regulations that may impact our customers and their business. Location We're a distributed team, which lets us hire incredible talent across North America. This role is fully remote within Canada or the US, with preference given to candidates in the Eastern Standard Time zone . Wherever you're based, you'll be part of a connected, collaborative, high-performing team that values flexibility and trust. To apply, you'll need to be eligible to live and work in one of those two countries — we can't wait to hear from you. Our Culture We thrive in a fast-paced startup environment where every team member plays a critical role in our success. We value ambitious, results-driven people who spot opportunities, take initiative and go the extra mile. Collaboration fuels our growth as we take on new challenges, learn constantly and move quickly. If you're a go-getter who thrives on impact, you'll fit right in. Our values are: Outcome Driven: We focus on setting ambitious goals and achieving measurable results, valuing success by the outcomes we deliver. Wide Responsibility: Our team is empowered to shape success, taking ownership from problem identification to solution implementation. Learning Mindset: We embrace curiosity, rejecting the status quo and encouraging continuous learning and agility. Strategic Speed: We make fast, effective decisions and embrace a bias for action to seize opportunities quickly. Benefits at Athennian We keep things simple and invest in the perks that matter — your wellbeing, growth and flexibility. Compensation: Competitive salary, equity and performance-based bonus structure. Work-Life Balance: A minimum of 3 weeks vacation, 5 sick days and 6 personal/flex days, plus a company-wide winter holiday shutdown. Comprehensive Coverage: Health, dental, vision, long-term disability and a Health Spending Account (HSA). Family Support: Flexible parental leave, including top-ups. Remote Setup: A work-from-home allowance to get you set up for success. Note: There is OTE in addition to the base salary*