---
title: 'Customer Success Manager at Patlytics, Inc.'
canonical: 'https://feeny.ai/job/customer-success-manager-patlytics-inc-new-york-h6mjezjkd88z'
type: 'job'
last_seen: '2026-10-15'
---

# Customer Success Manager at Patlytics, Inc.

- **Company:** Patlytics, Inc.
- **Location:** New York, NY
- **Compensation:** $100k–$150k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-25
- **Last confirmed live:** 2026-10-15
- **Apply:** https://jobs.ashbyhq.com/patlytics/84d55c37-dc46-42e3-85c2-7a1ba4ce2089

## Job description

Patlytics is an AI-powered patent intelligence platform. IP law firms and in-house patent teams use us across the patent lifecycle: invention disclosure, drafting, prosecution, portfolio analysis, and infringement and litigation work. Our customers are practitioners who work to a very high standard of accuracy. Our job is to make them faster without costing them any of that precision.

## The Role

As a Customer Success Manager, you will own post-sale relationships with a book of law firm and corporate IP customers. You will be their trusted advisor from onboarding through renewal. You will drive adoption across practice groups, show measurable value to partners and IP leaders, and turn what customers tell you into insight our Product and Engineering teams can act on. This role suits someone who already knows how legal teams buy, adopt, and resist new technology, and who likes the challenge of earning attorneys' trust.

## What You'll Do

- Own a portfolio of customer accounts, including onboarding, adoption, health, renewals, and expansion
- Lead onboarding and training for attorneys, patent agents, paralegals, and innovation or KM teams, tailored to each group's workflows
- Build success plans with clear adoption and ROI milestones, and run regular business reviews with partners, IP counsel, and legal ops leaders
- Watch usage and health signals, spot risk early, and step in before a renewal is at risk
- Find expansion opportunities across practice groups, offices, and use cases, and work with Sales to close them
- Act as the voice of the customer internally. Bring structured, specific feedback to Product and Engineering, and help set roadmap priorities
- Work with Support and Engineering on escalations until they are fully resolved
- Help build the CS function by creating playbooks, onboarding materials, health scoring, and processes that scale

## What We're Looking For

- 3+ years in Customer Success, Account Management, or Implementation at a B2B SaaS company
- Legaltech experience is required. You have worked with law firms, in-house legal teams, or both, and you understand how they operate: billable-hour economics, partner-driven decisions, KM and innovation teams, and confidentiality and security expectations
- A record of hitting retention, adoption, and expansion goals
- Comfort presenting to senior attorneys and executives, and the credibility to hold your ground with them
- Strong written communication. Your emails, recaps, and success plans are clear, precise, and professional
- Highly organized, with the ability to manage many accounts at once without losing track of details
- Curiosity about AI and how it is changing legal work

## Nice to Have

- Experience in IP, patent prosecution, or patent litigation, whether at a firm, in-house, or at an IP-focused software company
- A JD, patent agent registration, or technical or scientific background
- Early-stage startup experience, including helping build a CS function from scratch
- Familiarity with HubSpot or a similar CRM and with customer success tooling

## How We Work

Our Cultural Pillars shape how we operate. For this role, a few matter most:

- Earn Customer Trust Always. Our customers stake their professional reputations on the work product. You protect that trust in every interaction.
- Precision Is Part of Speed. Moving fast only helps if the details are right.
- Make Progress Visible. You make customer health, wins, and risks easy for everyone to see.
- Get Things Done Yesterday, Together. You act with urgency, and you pull in the right people instead of working alone.

## About Patlytics, Inc.

## Company Overview
- **One-liner**: Patlytics is an AI-powered platform that supports the full patent lifecycle—from invention disclosure and drafting to infringement detection and portfolio management—for law firms, in-house IP teams, and Fortune 500 companies.
- **Entity Type**: Private (Series B; total funding reported as $58.5M [cbinsights.com](https://www.cbinsights.com/company/patlytics) or $80.1M [linkedin.com](https://www.linkedin.com/company/patlytics) – conflicting figures)
- **Headquarters**: San Francisco, California, USA (also has a New York, USA location per LinkedIn) [cbinsights.com](https://www.cbinsights.com/company/patlytics) [linkedin.com](https://www.linkedin.com/company/patlytics)
- **Founded**: 2023 (per CB Insights) or 2024 (per LinkedIn) [cbinsights.com](https://www.cbinsights.com/company/patlytics) [linkedin.com](https://www.linkedin.com/company/patlytics)
- **Founders**: Paul Lee (CEO & Co-Founder) and Arthur Jen (CTO & Co-Founder) [linkedin.com](https://www.linkedin.com/company/patlytics)

## Core Business
- **Primary industry**: Intellectual property software / Legal technology
- **Target customers**: B2B; Am Law 100 law firms, in-house IP departments, Fortune 500 companies, and IP professionals globally [patlytics.ai](https://www.patlytics.ai/)
- **Mission**: Reduce cycle times, increase margins, and deliver winning IP outcomes at scale [patlytics.ai](https://www.patlytics.ai/)

## Products & Services
- **AI Patent Intelligence Platform**: End-to-end platform covering the entire patent lifecycle – SaaS [patlytics.ai](https://www.patlytics.ai/)
  - **Infringement Detection & Monitoring**: Automatically detects potential infringements using AI, reduces manual overhead.
  - **Patent‑to‑Product Mapping**: Matches patent claims to product functionality for licensing or litigation.
  - **Portfolio Management & Classification**: Auto‑tags patents, identifies high‑value vs. low‑value assets, and enables portfolio pruning.
  - **Claim Chart Automation**: Builds audit‑ready claim charts quickly.
  - **Drafting Assistance**: Provides structured templates, prior art search, and claim tree generation.
  - **Invalidity Analysis**: Surfaces prior art and automates invalidity contentions.

## Market Standing
- **Valuation**: Not disclosed
- **Key Metric**: Total funding – $58.5M (CB Insights) or $80.1M (LinkedIn) – conflicting reports; latest round was a $40.5M Series B led by SignalFire in April 2026 [cbinsights.com](https://www.cbinsights.com/company/patlytics) [linkedin.com](https://www.linkedin.com/company/patlytics)
- **Notable Investors/Partners**: SignalFire (lead Series B), Gradient (lead Seed), Myriad Venture Partners, Liquid 2 Ventures, Alumni Ventures, N47, Jeff Hammes [cbinsights.com](https://www.cbinsights.com/company/patlytics) [linkedin.com](https://www.linkedin.com/company/patlytics)
- **Growth Signals**: Headcount grew ~97% year‑over‑year to 50 employees; operates in 7 countries (US, Taiwan, Malaysia, Canada, Singapore, UK, Vietnam); top‑tier firms from Am Law 100 and IAM Patent 1000 are customers [linkedin.com](https://www.linkedin.com/company/patlytics) [patlytics.ai](https://www.patlytics.ai/)

## Competitive Advantages
- **AI‑native platform** purpose‑built for IP, fine‑tuned on global patent data with citation‑backed outputs and confidence indicators to prevent hallucinations
- **Security certifications**: SOC 2 Type 2, ISO 27001, ISO 42001; customer data encrypted and never used for model training [patlytics.ai](https://www.patlytics.ai/)
- **High switching cost**: Deep integration into existing law firm and corporate IP workflows, replacing multiple point tools with a single platform

## Strategic Focus
- Expanding AI capabilities across the full patent lifecycle and scaling go‑to‑market to capture more law firm and enterprise accounts
- Recent $40M Series B will be used to “expand the AI platform purpose‑built for IP work” [cbinsights.com](https://www.cbinsights.com/company/patlytics)

## Why Work Here
- **Culture**: Emphasizes extreme ownership, autonomy, responsiveness, and a high quality bar [patlytics.ai/careers](https://www.patlytics.ai/careers)
- **Work environment**: Hybrid & flexible work culture; globally distributed team across 7 countries [patlytics.ai/careers](https://www.patlytics.ai/careers) [linkedin.com](https://www.linkedin.com/company/patlytics)
- **Benefits**: Health, dental, vision, 401k program, and professional development opportunities [patlytics.ai/careers](https://www.patlytics.ai/careers)
- **Diversity & inclusion**: Committed to fostering a diverse and inclusive workplace where all employees can bring their authentic selves [patlytics.ai/careers](https://www.patlytics.ai/careers)
- **Engineering culture**: Technical team comprises 20% of headcount; strong emphasis on AI/ML and patent data expertise [linkedin.com](https://www.linkedin.com/company/patlytics)

## Sources
1. [patlytics.ai](https://www.patlytics.ai/)
2. [patlytics.ai/careers](https://www.patlytics.ai/careers)
3. [patlytics.ai/about](https://www.patlytics.ai/about)
4. [cbinsights.com](https://www.cbinsights.com/company/patlytics)
5. [linkedin.com](https://www.linkedin.com/company/patlytics)

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