Sr Manager, Customer Success

NetDocuments•Lehi, UT

4d•$150,000 - $160,000•Hybrid

About The Position

NetDocuments is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity without phone, video, and in person meetings and communications from emails using the @netdocuments.com domain. If you have any concerns or questions about communications you have received, please send them to [email protected] so our team members can review. About NetDocuments At NetDocuments, we're shaping the future of legal work. We believe legal professionals should spend less time searching for information and managing documents, and more time solving complex problems, serving clients, and delivering meaningful outcomes. That's why we're building technology that helps organizations work smarter, collaborate more effectively, and unlock the full value of their institutional knowledge. Our team is redefining what's possible for legal technology. NetDocuments is the trusted intelligent document management platform for legal professionals and the company behind the industry's first and only legal context graph—a breakthrough that gives legal professionals and AI a richer understanding of how matters, documents, people, and knowledge connect across an organization while respecting enterprise-grade security, governance, permissions, and ethical walls. Innovation is only part of our story. We believe our greatest strength is our people. We foster a collaborative, inclusive, and high-performing culture where curiosity is encouraged, diverse perspectives are valued, and employees are empowered to make a meaningful impact. Whether you're building products, serving customers, or supporting the business, your work helps shape the future of one of the world's most trusted legal technology platforms. That commitment to our employees and customers has earned us recognition as one of the nation's top workplaces, including: Four consecutive appearances on the Inc. 5000 list of America's Fastest-Growing Private Companies Five-time Top Workplace USA winner Five-time Salt Lake Tribune Top Workplace Multiple Top Workplaces Culture Excellence awards recognizing innovation, employee appreciation, work-life flexibility, and compensation & benefits If you're excited to solve meaningful challenges, work alongside talented colleagues, and help define the next generation of legal technology, we'd love to meet you. What You’ll Do NetDocuments is seeking a Senior Manager of Customer Success Operations to serve as the commercial and analytical engine behind our Customer Success organization. This is not a backward-looking reporting function. This leader is maniacal about moving Gross Revenue Retention (GRR), Net Revenue Retention (NRR), renewal rates, NPS, and product adoption in the right direction — in real time — rather than simply summarizing how we ended up after the fact. You will build the systems, models, and insights that tell us exactly where we are winning, where we are at risk, and precisely what action to take next. You will be a right hand to both the Chief Customer Officer and the VP of Customer Success, translating complex account, usage, and revenue data from Gainsight, Salesforce, and Power BI — accelerated by AI tools like Claude — into clear, concise, decision-ready narratives for the C-suite. This role reports directly to the Chief Customer Officer and works in lockstep with the VP of Customer Success on strategy and execution. Commercial Performance & Retention Ownership Own the end-to-end analytics and insight engine behind GRR, NRR, renewal rates, NPS, and adoption — driving proactive intervention, not after-the-fact reporting Build predictive, leading-indicator models (usage decay, health score erosion, engagement drop-off) that flag revenue risk and expansion opportunity before they surface in a QBR Partner closely with the VP of Customer Success to set commercial targets by segment and translate them into weekly and monthly operating cadences that hold the CS org accountable to outcomes, not activity Identify and quantify the highest-leverage interventions to move GRR, NRR, and renewal rate, and drive the organization to execute on them with urgency Systems, Data & Analytics Infrastructure Serve as the primary architect and owner of the CS data stack — Gainsight, Salesforce, and Power BI — ensuring health scores, journeys, and reporting are built on clean, trusted, unified data Design and maintain executive dashboards and self-service reporting that give leadership real-time visibility into retention, risk, and revenue-in-motion Use Claude and other AI tools to aggregate, summarize, and surface insight from account, usage, and sentiment data at a speed and scale manual analysis can’t match Continuously evaluate and evolve the CS systems and tooling roadmap, building the business case for new capabilities that improve commercial outcomes Executive Reporting & Insight-to-Action Own the executive reporting cadence for Customer Success — distilling GRR, NRR, renewal rate, NPS, and adoption performance into clear, concise narratives for the CCO and C-suite Translate data into a point of view: what’s happening, why it’s happening, and what we should do about it — every report ends in a recommendation, not just a chart Prepare board- and leadership-ready materials, QBR/EBR analytics, and ad hoc analyses that hold up under executive scrutiny Act as a thought partner to the Chief Customer Officer and VP of Customer Success, pressure-testing strategy with data and surfacing blind spots before they become problems Forecasting, Renewals & Revenue Alignment Build and continuously refine renewal and retention forecasting models in partnership with the Renewals and Finance teams Operationalize expansion, cross-sell, and upsell signals from Gainsight and Salesforce data, routing them to the right owner with urgency Partner with Sales, Renewals, and Finance to reconcile CS-owned metrics with company-level ARR, churn, and revenue targets AI & Automation Enablement Champion the use of AI (Claude and other tools) across the CS organization to accelerate account research, automate reporting, and free CSMs to focus on high-value customer work Identify where automation and AI can replace manual, backward-looking reporting work with proactive, insight-driven workflows Partner with Marketing, Product, and Enablement on Voice-of-Customer and NPS/CSAT programs, ensuring feedback loops translate into measurable action rather than static dashboards Cross-Functional Leadership Serve as the connective tissue between Customer Success, Renewals, Sales, Finance, and Product on all things data, metrics, and commercial performance Build and mentor a small, high-caliber team of analysts and/or systems specialists as the function scales Represent Customer Success in cross-functional forums where data-driven decisions about the installed base are made

Requirements

7+ years of experience in Customer Success Operations, Revenue Operations, Business Operations, or a related analytics/commercial function within a B2B SaaS company
Demonstrated track record of using data to directly move the needle on GRR, NRR, renewal rates, NPS, or adoption — not just reporting on them after the fact
Deep, hands-on fluency with Gainsight (health scoring, journey orchestration, reporting) and Salesforce (opportunity, renewal, and reporting workflows)
Advanced proficiency in Power BI (or an equivalent BI tool) — able to build models and dashboards independently, not just consume them
Experience using AI tools (Claude, ChatGPT, or similar) to aggregate, analyze, and accelerate insight generation from customer data
Executive presence and communication skills — able to distill complex data into clear, concise points of view for a VP and C-suite audience, verbally and in writing
A genuinely commercial mindset — driven by outcomes and revenue impact, restless to find the next lever, uncomfortable simply “keeping the lights on”
Bachelor’s degree in Business, Analytics, Finance, or a related discipline, or equivalent professional experience

Nice To Haves

Experience in the legal technology or legal services industry
Experience building a Customer Success Operations function from the ground up
Gainsight certification or equivalent platform credential
SQL or other data querying/manipulation skills
Experience supporting a consumption-based or usage-based pricing model, and building the metrics infrastructure to support it
Experience building VOC (Voice of Customer) programs and NPS/CSAT measurement loops that drove measurable change
Prior experience partnering directly with a C-suite executive as a trusted data and strategy right hand

Responsibilities

Own the end-to-end analytics and insight engine behind GRR, NRR, renewal rates, NPS, and adoption — driving proactive intervention, not after-the-fact reporting
Build predictive, leading-indicator models (usage decay, health score erosion, engagement drop-off) that flag revenue risk and expansion opportunity before they surface in a QBR
Partner closely with the VP of Customer Success to set commercial targets by segment and translate them into weekly and monthly operating cadences that hold the CS org accountable to outcomes, not activity
Identify and quantify the highest-leverage interventions to move GRR, NRR, and renewal rate, and drive the organization to execute on them with urgency
Serve as the primary architect and owner of the CS data stack — Gainsight, Salesforce, and Power BI — ensuring health scores, journeys, and reporting are built on clean, trusted, unified data
Design and maintain executive dashboards and self-service reporting that give leadership real-time visibility into retention, risk, and revenue-in-motion
Use Claude and other AI tools to aggregate, summarize, and surface insight from account, usage, and sentiment data at a speed and scale manual analysis can’t match
Continuously evaluate and evolve the CS systems and tooling roadmap, building the business case for new capabilities that improve commercial outcomes
Own the executive reporting cadence for Customer Success — distilling GRR, NRR, renewal rate, NPS, and adoption performance into clear, concise narratives for the CCO and C-suite
Translate data into a point of view: what’s happening, why it’s happening, and what we should do about it — every report ends in a recommendation, not just a chart
Prepare board- and leadership-ready materials, QBR/EBR analytics, and ad hoc analyses that hold up under executive scrutiny
Act as a thought partner to the Chief Customer Officer and VP of Customer Success, pressure-testing strategy with data and surfacing blind spots before they become problems
Build and continuously refine renewal and retention forecasting models in partnership with the Renewals and Finance teams
Operationalize expansion, cross-sell, and upsell signals from Gainsight and Salesforce data, routing them to the right owner with urgency
Partner with Sales, Renewals, and Finance to reconcile CS-owned metrics with company-level ARR, churn, and revenue targets
Champion the use of AI (Claude and other tools) across the CS organization to accelerate account research, automate reporting, and free CSMs to focus on high-value customer work
Identify where automation and AI can replace manual, backward-looking reporting work with proactive, insight-driven workflows
Partner with Marketing, Product, and Enablement on Voice-of-Customer and NPS/CSAT programs, ensuring feedback loops translate into measurable action rather than static dashboards
Serve as the connective tissue between Customer Success, Renewals, Sales, Finance, and Product on all things data, metrics, and commercial performance
Build and mentor a small, high-caliber team of analysts and/or systems specialists as the function scales
Represent Customer Success in cross-functional forums where data-driven decisions about the installed base are made