Casepoint
Overview
Join to apply for the
Customer Success Lead, Corporate
role at
Casepoint . Base pay range:
$100,000.00/yr - $115,000.00/yr . Responsibilities
Conduct onboarding and discovery meetings for customers, understand customer context and goals, and provide product information to best serve those goals. Provide data discovery and litigation support consulting, high-level issue resolution, and technical and workflow solutions development and deployment. Assist customers with advanced technology capabilities such as keyword searches, near-duplicate/email threading and advanced analytics (AI) searching. Provide training and required documentation for advanced analytics and data culling. Design technical workflow and projections for customer success management meetings and executive business reviews. Design playbooks and best workflow procedures for Legal Hold, FOIA, eDiscovery. Improve product adoption and customer retention, and foster positive customer relationships to build loyalty. Develop and adhere to properly documented projects, including customer workflows, roles and task management, estimations, and process improvements. Delegate appropriate workflow tasks to analysts, including data management, processing, production, and quality control. Identify capabilities that could provide added value to customers and work with the Account Manager and Customer Enablement to increase adoption. Identify and document change requests through customer discovery sessions and engagement. Educate customers on new/enhanced features that can improve their workflows. Ensure exemplary customer service and communication management to all internal and external customers; proactively promote customer service throughout the department and among teams; respond to peer requests with recognition that the request serves a customer need. Requirements
A bachelor’s degree and a minimum of 4 to 8 years’ experience in a customer success role within the enterprise software space or an equivalent combination of experience and education. A strong understanding of eDiscovery, Legal Hold, and FOIA workflows and technologies. Demonstrated success in the management of multiple simultaneous projects. Strong success with software implementations for enterprise customers. Oral and written communication skills that provide a strong and confident leadership presence. Excellent customer relationship skills, including the ability to proactively manage customer expectations, recognize customer needs, and adapt company capabilities to consistently meet customer requirements. A solid understanding of legal hold, database design and management, data processing activities and legal document review requirements, and FOIA regulations. About OPEXUS + Casepoint
OPEXUS, a leader in government process management software, and Casepoint, a top provider of data discovery technology for litigation, investigations, and compliance, merged in January 2025, with a majority investment from Thoma Bravo. The merger combines OPEXUS\' expertise in government process management and Casepoint\'s advanced data discovery technology to create a scalable platform that meets growing demands for efficient, secure data management in the public and regulated sectors. This collaboration enhances workflows for government and enterprise clients, focusing on data discovery, litigation, and compliance. The Washington Post named OPEXUS + Casepoint as the best place to work, underscoring the company\'s commitment to a supportive, innovative, and inclusive work environment. Our dedicated team promotes a culture grounded in our shared values that encourage everyone to speak up, join in, and celebrate together. From our hybrid work schedules to our prime downtown D.C. location, working at OPEXUS + Casepoint offers the best of all worlds. OPEXUS + Casepoint is an Equal Opportunity Employer . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Other Industries: Software Development
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Join to apply for the
Customer Success Lead, Corporate
role at
Casepoint . Base pay range:
$100,000.00/yr - $115,000.00/yr . Responsibilities
Conduct onboarding and discovery meetings for customers, understand customer context and goals, and provide product information to best serve those goals. Provide data discovery and litigation support consulting, high-level issue resolution, and technical and workflow solutions development and deployment. Assist customers with advanced technology capabilities such as keyword searches, near-duplicate/email threading and advanced analytics (AI) searching. Provide training and required documentation for advanced analytics and data culling. Design technical workflow and projections for customer success management meetings and executive business reviews. Design playbooks and best workflow procedures for Legal Hold, FOIA, eDiscovery. Improve product adoption and customer retention, and foster positive customer relationships to build loyalty. Develop and adhere to properly documented projects, including customer workflows, roles and task management, estimations, and process improvements. Delegate appropriate workflow tasks to analysts, including data management, processing, production, and quality control. Identify capabilities that could provide added value to customers and work with the Account Manager and Customer Enablement to increase adoption. Identify and document change requests through customer discovery sessions and engagement. Educate customers on new/enhanced features that can improve their workflows. Ensure exemplary customer service and communication management to all internal and external customers; proactively promote customer service throughout the department and among teams; respond to peer requests with recognition that the request serves a customer need. Requirements
A bachelor’s degree and a minimum of 4 to 8 years’ experience in a customer success role within the enterprise software space or an equivalent combination of experience and education. A strong understanding of eDiscovery, Legal Hold, and FOIA workflows and technologies. Demonstrated success in the management of multiple simultaneous projects. Strong success with software implementations for enterprise customers. Oral and written communication skills that provide a strong and confident leadership presence. Excellent customer relationship skills, including the ability to proactively manage customer expectations, recognize customer needs, and adapt company capabilities to consistently meet customer requirements. A solid understanding of legal hold, database design and management, data processing activities and legal document review requirements, and FOIA regulations. About OPEXUS + Casepoint
OPEXUS, a leader in government process management software, and Casepoint, a top provider of data discovery technology for litigation, investigations, and compliance, merged in January 2025, with a majority investment from Thoma Bravo. The merger combines OPEXUS\' expertise in government process management and Casepoint\'s advanced data discovery technology to create a scalable platform that meets growing demands for efficient, secure data management in the public and regulated sectors. This collaboration enhances workflows for government and enterprise clients, focusing on data discovery, litigation, and compliance. The Washington Post named OPEXUS + Casepoint as the best place to work, underscoring the company\'s commitment to a supportive, innovative, and inclusive work environment. Our dedicated team promotes a culture grounded in our shared values that encourage everyone to speak up, join in, and celebrate together. From our hybrid work schedules to our prime downtown D.C. location, working at OPEXUS + Casepoint offers the best of all worlds. OPEXUS + Casepoint is an Equal Opportunity Employer . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Other Industries: Software Development
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