Head of Customer Success - Immigration Specialist

Metro Global Ventures LLC • Full-time • Greater Philadelphia, US • 8h ago

Head of Customer Success

Metro Global Ventures is an operationally focused PE firm looking to hire for one of our portfolio companies which operates in the legal services and legal software industry. This company provides a platform that is trusted by thousands of law professionals nationwide, helping attorneys streamline their workflows, reduce manual processes, and deliver better outcomes for their clients. The company is growing fast and we are looking for a Head of Customer Success who can own the post-sale experience and turn customers into long-term advocates.

About the Role

This is a player-coach role. You will manage a team of Customer Success Managers while personally owning relationships with our highest-value accounts. You will serve as the bridge between our customers and our product team, translating what firms need into what we build next. You will also lead our Practice Accelerator program, a consultative engagement where we audit a firm's workflows and technology stack to help them get dramatically more from our platform. This role has direct impact on retention, expansion revenue, and product direction.

Responsibilities:

-Team Leadership & Enablement

Manage and mentor a team of Customer Success Managers, setting clear KPIs around proactive outreach, account health, and education delivery
Ensure CSMs are engaging customers proactively by building structured touchpoint cadences and account plans
Train customer support reps and onboarding trainers on account management best practices, product knowledge, and consultative communication
Build repeatable playbooks for onboarding, adoption, escalation, and renewal workflows

-Practice Accelerator Program

Lead the Practice Accelerator process end-to-end: reviewing each client firm's current workflows, technology stack, and operational processes
Identify redundancies, manual bottlenecks, and areas where platform features can replace or automate existing steps
Deliver actionable optimization roadmaps to firms and guide them through implementation
Track and report on measurable outcomes (time saved, cases processed, efficiency gains) to demonstrate ROI

-Strategic Account Management

Own and nurture relationships with top-tier customer accounts, serving as their primary strategic point of contact
Drive net revenue retention through renewals, upsells, and expansion into underutilized modules
Conduct regular business reviews with key accounts to assess satisfaction, surface growth opportunities, and identify and address risk

-Product Feedback & Requirements

Log and categorize customer feature requests in a structured system
Prioritize feature requests based on volume, revenue weight, and strategic alignment
Write clear requirements for the engineering team based on aggregated customer feedback
Serve as the customer voice in product planning discussions and roadmap reviews

-Knowledge Base & Customer Education

Maintain and expand the knowledge base, adding new articles, guides, and video walkthroughs as features are released
Ensure documentation stays current, accurate, and easy to navigate
Identify gaps in self-service content by analyzing support ticket trends and common customer questions
Collaborate with content and product teams to plan educational materials around major releases

-Customer Health & Reporting

Build and maintain a customer health scoring model using usage data, support interactions, NPS/CSAT, and engagement signals
Report regularly on churn risk, retention trends, expansion pipeline, and customer satisfaction metrics
Own the voice-of-customer function — producing monthly or quarterly summaries of customer sentiment, top pain points, and product gaps for leadership

Qualifications

3+ years of experience working in an immigration law firm with case management systems
Experience writing product requirements or working closely with product teams to translate customer needs into specs
Demonstrated ability to manage complex, multi-stakeholder customer relationships
Strong organizational skills: ability to manage a portfolio of accounts, a team, and cross-functional projects simultaneously
Excellent written and verbal communication skills
Comfort with CRM tools and CS platforms (experience with Hubspot is a plus)

Required Skills

Experience in legal technology or serving law firm customers
Familiarity with law firm operations and case management workflows
Experience building or scaling a CS function from early stage: creating playbooks, health scores, and processes where few existed before
Experience managing a knowledge base or customer education program