Customer Success Manager – AI Platform
About the role
Lumenci is a premier intellectual property consulting firm specializing in patent litigation, expert witness testimony, and patent monetization. We integrate deep technical expertise with litigation strategy to support high-stakes disputes. Headquartered in Austin, Texas, with offices in San Francisco, New York, and Gurugram, India, we deliver end-to-end support including technical analysis, expert strategy, valuation, and monetization execution.
Responsibilities
Own onboarding for law firms, enterprise customers, and early AI platform adopters under the guidance of the Customer Success & GTM Lead.
Assist customers in navigating AI-powered product workflows and implementation processes, ensuring a smooth and confident launch.
Drive platform adoption by responding to customer questions, documenting best practices, and escalating issues as needed.
Capture and organize customer feedback, workflow challenges, and adoption barriers for review by Product and Customer Success leadership.
Support coordination of iLumos pilot programs, including scheduling, customer communication, and tracking deliverables.
Help structure pilot documentation, including success criteria, timelines, and enablement materials.
Collect usage metrics and qualitative feedback from pilot customers and summarize insights for Product and GTM stakeholders.
Contribute to playbooks and templates that support scalable onboarding and customer success programs.
Support go-to-market initiatives such as preparing customer-facing presentations, assisting with product demos, and engaging early adopters.
Partner with Sales, Product, and Marketing to ensure consistent messaging and positioning for iLumos.ai.
Maintain CRM and customer tracking data related to pilots, onboarding status, and adoption milestones.
Participate in structured customer discovery calls, taking notes and documenting key pain points and workflow needs.
Help monitor competing legal tech, AI, and enterprise legal SaaS offerings and summarize relevant insights for the Product team.
Assist in organizing customer and market feedback to inform product roadmap discussions.
Track pilot outcomes and support conversion of successful pilots into recurring subscription or usage-based revenue opportunities.
Help identify upsell and expansion signals and route them to the Customer Success & GTM Lead and Sales.
Maintain basic dashboards or reports that show customer health indicators, adoption metrics, and expansion opportunities.
Qualifications
3–5 years of experience in one or more of the following areas: Customer success or account management, Enterprise SaaS or software implementation, Product operations, sales engineering, or revenue operations.
Strong written and verbal communication skills, with comfort interacting with external customers and internal stakeholders.
Ability to manage multiple tasks, follow structured processes, and maintain accurate documentation.
An analytical mindset with the ability to work with basic product usage data, customer feedback, and workflow metrics.
Comfortable working in a fast-paced, evolving product environment with a high degree of ownership.
Preferred Qualifications
Experience in one or more of the following areas is helpful but not required: Customer success or onboarding for legal SaaS products, Legal technology, IP analytics, or adjacent professional services, Workflow automation, AI-enabled tools, or data-driven products.
Familiarity with CRM tools such as Salesforce or HubSpot and collaboration tools such as Jira, Confluence, or similar platforms.
Exposure to or interest in go-to-market activities (e.g., supporting demos, pilot programs, or customer discovery).