Manage a portfolio of enterprise accounts, driving customer satisfaction, retention, renewals, expansion, product adoption, and account health. Serve as a strategic advisor and customer advocate, deliver training, identify risks, develop mitigation plans, and collaborate cross-functionally with Legal Ops, Legal, Finance, and IT stakeholders. Contribute to best practices, scalable customer programs, onboarding, interviewing, and coaching while translating customer needs into product and process improvements.
About Onit:
We're redefining the future of legal operations through the power of AI. Our cutting-edge platform streamlines enterprise legal management, matter management, spend management and contract lifecycle processes, transforming manual workflows into intelligent, automated solutions.
We’re a team of innovators using AI at the core to help legal departments become faster, smarter, and more strategic. As we continue to grow and expand the capabilities of our new AI-centric platform, we’re looking for bold thinkers and builders who are excited to shape the next chapter of legal tech.
If you're energized by meaningful work, love solving complex problems, and want to help modernize how legal teams operate, we’d love to meet you.
Position Summary
We are seeking a dedicated and motivated individual for the role of Customer Success Manager, Enterprise - Unity dedicated to managing a book of key accounts. This position will play a critical role in driving customer satisfaction, best-practice adoption, and long-term account health across Onit’s client relationships. This role requires a proactive, high-impact individual who excels in aligning internal teams with customer goals, building strong cross-functional partnerships, and cultivating lasting client value. You will serve as a strategic voice of the customer internally while ensuring the successful retention and growth of key accounts. Your efforts will directly impact customer experience, renewals, expansion, and overall platform success across a portfolio of high-value clients.
Key Responsibilities:
- Owns success strategy for customers in segment, ensuring client satisfaction, retention, and growth.
- Identifies risks to customer health, proactively design mitigation strategies, and drive engagement.
- Acts as a trusted partner and advocate for accounts, building strong relationships with client stakeholders.
- Drives product adoption through scalable programs and training sessions for stakeholders.
- Serves as a thought partner and product champion, guiding customers in maximizing value from Onit.
- Proactively takes ownership of problem-solving for customers and internal stakeholders.
- Serves as a strategic advisor to customers, providing insights on industry trends, best practices, and emerging optimizations to help them maximize value.
- Acts as a trusted thought leader, influencing customer strategy and internal innovation by translating real-world business challenges into actionable product and process recommendations.
- Develops and shares best practices to improve quality, efficiency, and effectiveness of processes.
- Collaborates cross-functionally with internal teams to deliver seamless experiences.
- Demonstrates flexibility in supporting scalable programs while maintaining a personalized approach.
- Assists team by helping onboard new hires and interviewing candidates.
- Demonstrates senior-level accountability and sets the bar for technical excellence.
Customer Success and Retention
Product Expertise and Adoption
Thought Leadership and Advisor
Operational Excellence
Training & Coaching
Qualifications and Skills:
- 5+ years of professional experience in Customer Success, Account Management, or Implementation.
- Background in Consulting or Software (Legal Software is a plus).
- Strong understanding of SaaS business models and metrics.
- Startup Experience working within a small Customer Success Org.
- Experience working with multiple stakeholders (Legal Ops, Legal, Finance, and IT in our case).
- Bachelor's Degree
- Strong understanding of SaaS business models and metrics.
Required Qualifications
Preferred Qualifications
At Onit, we’re committed to offering fair and competitive compensation. In addition to base pay, associates are eligible for an annual discretionary bonus. The final base salary you receive will reflect factors such as your skills, education, experience, and work location.
Benefits & Perks That Support You:
Onit offers a comprehensive total rewards package designed to support the whole employee at work and beyond:
Health Coverage Choices: Three medical plan options, plus dental and vision, so you can choose what fits best. Employees on our HDHP plan also receive employer contribution to the HSA.
Retirement Savings: 401(k) with a 100% match on the first 3% and 50% on the next 2% of employee contributions.
Time Away: Flexible paid time off, 7 sick days, and 9 paid company holidays annually.
Family Support: Exceptional paid leave for birth parents, non-birth parents, and caregivers. Onit also offers surrogacy and adoption reimbursement.
Income Protection: 100% employer-paid life and disability insurance.
Additional Coverage Options: Voluntary benefits including hospital indemnity, critical illness, accident, and even pet insurance.
Tax-Advantaged Accounts: Healthcare FSA, HSA, and dependent care FSA.
Community Engagement: One paid volunteer day each year to give back to the community.
Our Commitment to Applicants
We know that not everyone will check every box in a job description. At Onit, we value diversity, inclusion, and authenticity. If you’re excited about this role but your experience doesn’t align perfectly with every qualification, we encourage you to apply. You may be exactly who we’re looking for.
This position will remain open for applications for 7 calendar days from the posting date.
Onit Mountain View, California, USA Office
Mountain View, United States
Similar Jobs
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound calls and warm leads, consult customers on insurance needs, recommend appropriate Property and Casualty products and coverages, and convert prospects into policyholders. Complete paid licensing and sales training, represent the Liberty Mutual brand, communicate persuasively, and maintain customer-focused service. The role requires a prescribed schedule, state residency, professional home workspace, reliable wired high-speed internet, and eventual Property and Casualty licensing.
Top Skills:
Cable/Fiber/Dsl InternetHigh-Speed InternetPc
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Partner with skilled nursing and long-term care clients to assess and improve revenue cycle operations—admissions, payer authorization, MDS/PDPM reimbursement, billing, collections, and denials. Lead client engagements, recommend process and system improvements using EHR and billing data, manage project execution, deliver training, and support change management to optimize reimbursement and financial performance.
Top Skills:
Billing SystemsElectronic Health Record (Ehr)Revenue Cycle Management Systems
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Own and prioritize the Workday/ERP product backlog, translate business needs into epics and user stories, partner with Finance and business leaders, support Agile delivery and releases, manage integrations and reporting, ensure compliance and security, and drive continuous improvement and adoption across Workday modules.
Top Skills:
AgileWorkday FinancialsWorkday IntegrationsWorkday PsaWorkday Release ManagementWorkday Reporting
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
