Customer Success Operations Specialist - LegalOn Technologies at LegalOn Technologies San Franc[...]

Customer Success Operations Specialist - LegalOn Technologies job at LegalOn Technologies. San Francisco, CA. About Us At LegalOn, we’re redefining how legal work gets done. Too often, legal teams are slowed down by repetitive, manual contracting tasks. We’re eliminating that busywork, freeing people to think, decide, and lead their businesses forward. As the global leader in legal AI for contracting, we serve over 7,000 companies and firms worldwide. Our software pairs cutting‑edge AI with deep legal expertise to identify contract risks, make precise redlines, and organize contract data—eliminating hours of manual work that delay deals and increase risk. We are building the most trusted and beloved brand in legal technology, and we want ambitious and driven individuals to join us. If you are eager to grow your career through performance, capability, and impact, you will thrive at LegalOn. Role Overview We are seeking a Customer Success Operations Specialist to help optimize and scale the processes, tools, and systems that enable our Customer Success team to deliver exceptional customer experiences. In this role, you’ll design and refine workflows, implement new technology (including a new Customer Success platform), and ensure that our internal systems work seamlessly to support our customer journey. You’ll collaborate closely with Customer Success leadership and cross‑functional partners in Sales, Marketing, RevOps, and Product to drive operational excellence and process clarity. This is a high‑impact role for someone who enjoys building structure, improving efficiency, and enabling teams to perform at their best. Responsibilities Tool & System Management Lead the review, implementation, and ongoing optimization of a Customer Success platform. Maintain and update key systems used by the CS team to ensure data accuracy, visibility, and efficiency. Build and manage dashboards and workflows to monitor customer health, product adoption, and team performance. Partner with Revenue Operations and other stakeholders to ensure alignment and integration across systems. Process Design & Documentation Design and document scalable workflows for onboarding, renewals, and health tracking in collaboration with CS leadership. Maintain up-to-date internal process documentation, playbooks, and knowledge bases. Standardize and improve how information and insights are shared across Customer Success, Sales, and Product. Analytics & Reporting Create and maintain reports and dashboards to provide actionable insights into customer success metrics and operational efficiency. Identify trends and recommend process or tool improvements to increase team performance. Support CS leadership with quarterly and monthly reporting on KPIs and performance metrics. Enablement & Cross‑Functional Support Partner with Sales, Marketing, and Product to streamline communication workflows. Support new tool rollouts and ensure team adoption through training and clear documentation. Act as a systems expert and go‑to resource for troubleshooting and optimization. Qualifications 2+ years of experience in Customer Success Operations, Revenue Operations, or a similar process‑focused role in a SaaS environment. Relevant work experience in the legal/contract review space is strongly preferred. Proficiency with tools including Trello, Slack, HubSpot, Intercom, Outreach, Notion, and Looker. Strong analytical and problem‑solving skills, with the ability to translate data into actionable insights. Excellent written communication and documentation skills. Experience with workflow automation or systems integration is a plus. Self‑starter who thrives in a fast‑paced, dynamic environment. A passion for operational excellence and enabling others to succeed. Benefits Competitive salary Generous paid time off policies Health, dental, and vision insurance 401(k) Professional development opportunities How to Apply If you are passionate about building systems that help teams succeed and want to make a meaningful impact in the legal technology industry, we encourage you to apply by sending your resume and a cover letter outlining your qualifications and experience. LegalOn Technologies is an equal‑opportunity employer. We welcome and encourage diversity in our workforce and are committed to providing a workplace free of discrimination and harassment. Join LegalOn Technologies and help us empower legal teams to focus on what truly matters. #J-18808-Ljbffr LegalOn Technologies