Customer Success Associate
Confirmed on the employer's own hiring board on Oct 9, 2026. First seen by Alion on Oct 8, 2026. Filevine scores B on the Alion truth index.
Role Summary:
The Customer Success Associate is responsible for ensuring customers realize ongoing value from Depositions by Filevine. This role focuses on adoption, retention, and long-term customer satisfaction by proactively supporting clients throughout their lifecycle.
You’ll work closely with Deposition Ops, Sales, Implementation, Marketing, and Product teams to monitor customer health, support go-to-market initiatives, deliver insights through reporting and reviews, and help educate customers on best practices. This is an ideal role for someone who enjoys relationship-building, and helping customers succeed at scale.
What You'll Own:
Support customers throughout their lifecycle to ensure continued usage and long-term success with Depositions by Filevine
Monitor customer health metrics and usage trends to identify risks, opportunities, and expansion signals
Assist in forecasting retention and growth through accurate health scoring and reporting
Prepare and support business reviews by gathering usage data, outcomes, and operational insights
Create and maintain enterprise-level reporting to help customers understand value and ROI
Surface customer feedback and trends to internal teams to inform product improvements
Partner with Sales, Implementation, and Marketing teams to support go-to-market initiatives and customer handoffs
Assist with expansion motions and customer advocacy efforts
Help ensure a seamless customer experience across the post-sale journey
Support customer education through training materials, documentation, and best-practice resources
Assist in onboarding reinforcement, feature adoption campaigns, and ongoing enablement initiatives
Help customers understand and adopt new features and enhancements
Customer Retention & Adoption
Customer Insights & Reporting
Go-to-Market & Cross-Functional Support
Customer Education & Enablement
Who You Are:
3-5 years of experience in Customer Success, Account Management, or a related client-facing role
Strong communication skills with the ability to explain concepts clearly and empathetically
Ability to occasionally travel to meet customers for sales/implementation meetings and conferences
Data-driven mindset with comfort interpreting usage metrics and health indicators
Highly organized and able to manage multiple customer initiatives simultaneously
Collaborative and proactive, with a strong sense of ownership and accountability
Experience in SaaS, legal tech, or B2B software is a plus