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Jobs at Tavrn (Now Hiring) — 2 open

Tavrn logoTavrn

Customer Success Manager

San Francisco, California, United States · Hybrid

Mid level$16M raised

What You'll Do • Own a named book of Growth-tier accounts as the primary point of contact from onboarding through renewal • Build and execute account plans that drive adoption of Tavrn's records retrieval and chronology …

Skills: Customer Success, Account Management, B2B SaaS, Renewal Management, Expansion Sales

Tavrn logoTavrn

Senior Customer Success Manager

San Francisco, California, United States · Hybrid

Senior$16M raised

What You'll Do • Own a book weighted toward higher-complexity Growth accounts and select Enterprise accounts • Lead executive-level business reviews and renewal negotiations for accounts with significant ARR and multi-st…

Skills: Customer Success, Account Management, B2B SaaS, Renewal Negotiations, Executive Business Reviews

Tavrn logo

Customer Success Manager

Tavrn

San Francisco, California, United States • Hybrid

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Mid level

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  • Full-time
  • Posted 1d ago
  • ~40 hrs/week

Responsibilities

Manage a book of Growth-tier accounts from onboarding through renewal while driving product adoption and account health. Identify expansion opportunities and conduct regular business reviews to ensure client success and revenue retention.

Requirements

Requires 2–4 years of experience in customer success or account management, preferably within a B2B SaaS environment. Candidates must demonstrate a track record of managing renewal and expansion targets and possess proficiency with CRM tools like HubSpot.

Full job description

What You'll Do

  • Own a named book of Growth-tier accounts as the primary point of contact from onboarding through renewal
  • Build and execute account plans that drive adoption of Tavrn's records retrieval and chronology tools
  • Run regular check-ins and business reviews with firm leadership and case management staff
  • Monitor account health, get ahead of churn risk, and lead save efforts on at-risk renewals
  • Identify and execute expansion opportunities — new practice areas, additional seats, upsells
  • Partner with Support and Tech Ops to resolve escalations affecting your accounts
  • Maintain accurate pipeline, health scores, and renewal forecasts in HubSpot
  • Contribute customer feedback to Product and Marketing (case studies, NPS follow-up, referrals)

What We're Looking For

  • 2–4 years in a customer success or account management role, ideally in B2B SaaS
  • Track record of owning renewal and expansion targets, not just satisfaction scores
  • Comfortable running business reviews and having commercial conversations directly with customers
  • Organized and self-directed — you can manage a full book without close oversight
  • Experience with a CRM (HubSpot preferred) and comfort working from ARR/health data
  • Legal, legal tech, or personal injury industry experience is a strong plus

What Success Looks Like

  • Consistent achievement of gross and net revenue retention targets for your book
  • Proactive risk identification — renewals rarely surprise you
  • Documented account plans and business reviews for every account
  • A track record of expansion revenue sourced from your accounts

Related keywords

Customer Success ManagerB2B SaaSAccount ManagementOnboardingRenewalGrowth-tierRecords RetrievalChronology ToolsBusiness ReviewsChurn RiskUpsellsHubSpotPipeline ManagementHealth ScoresLegal TechPersonal Injury

About Tavrn

LinkedInVisit site

Tavrn is the agentic operating system for medical record retrieval.

Industry
Technology, Information and Internet
Company size
51-200 employees
Founded
2022
Headquarters
San Francisco , California
LinkedIn followers
1,748
Total funding
$16M

Tavrn is AI-powered medical record retrieval. We get the records so your team doesn't have to.

Offices: San Francisco , California , US

Medical Record RetrievalLegal Technology Agentic AIPersonal injury lawMedical Chronologiesand Demand lettersConsumerService IndustryLegal TechEnterprise
View all jobs at Tavrn

About Tavrn

LinkedInVisit site

Tavrn is the agentic operating system for medical record retrieval.

Industry
Technology, Information and Internet
Company size
51-200 employees
Founded
2022
Headquarters
San Francisco , California
LinkedIn followers
1,748
Total funding
$16M

Tavrn is AI-powered medical record retrieval. We get the records so your team doesn't have to.

Offices: San Francisco , California , US

Medical Record RetrievalLegal Technology Agentic AIPersonal injury lawMedical Chronologiesand Demand lettersConsumerService IndustryLegal TechEnterprise
View all jobs at Tavrn

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