Customer Success Manager at Tavrn.ai (San Francisco, CA)

Tavrn.ai· San Francisco, CA· $85k–$110k·6d ago

Role details

Salary

$85k–$110k

Work type

Hybrid

Employment

Full-Time

Job description

Own a named book of Growth-tier accounts as the primary point of contact from onboarding through renewal
Build and execute account plans that drive adoption of Tavrn's records retrieval and chronology tools
Run regular check-ins and business reviews with firm leadership and case management staff
Monitor account health, get ahead of churn risk, and lead save efforts on at-risk renewals
Identify and execute expansion opportunities — new practice areas, additional seats, upsells
Partner with Support and Tech Ops to resolve escalations affecting your accounts
Maintain accurate pipeline, health scores, and renewal forecasts in HubSpot
Contribute customer feedback to Product and Marketing (case studies, NPS follow-up, referrals)

2–4 years in a customer success or account management role, ideally in B2B SaaS
Track record of owning renewal and expansion targets, not just satisfaction scores
Comfortable running business reviews and having commercial conversations directly with customers
Organized and self-directed — you can manage a full book without close oversight
Experience with a CRM (HubSpot preferred) and comfort working from ARR/health data
Legal, legal tech, or personal injury industry experience is a strong plus

What Success Looks Like

High-growth environment: Headcount grew 316.7% YoY, indicating rapid scaling and opportunity for career advancement.
Mission-driven work: The product directly helps legal teams build stronger cases faster, with measurable impact (50-70% reduction in review time, 6x ROI on platform cost).
Sales-heavy culture: With 46% of employees in Sales, this is a go-to-market focused organization — ideal for those who want to be on the front lines of a fast-growing startup.
Remote/hybrid policy: Not explicitly stated, but the team is distributed across the US and Brazil, suggesting flexibility.
Notable perks: Not publicly available, but the company emphasizes data privacy (data never used to train AI models) and enterprise-grade security.

One-liner: Tavrn provides an AI-powered platform for law firms that automates medical record retrieval, creates structured medical chronologies, and drafts demand letters to accelerate personal injury and civil litigation casework.
Entity Type: Private (Series A)
Headquarters: San Francisco, California, United States
Founded: 2022
Founders: Not publicly available

Primary industry: Legal Technology (LegalTech) / AI for Litigation
Target customers: B2B — specifically personal injury (PI), Social Security Disability Insurance (SSDI), and medical malpractice law firms
Mission or purpose statement: Not publicly available, but the company's platform is built to "transform dense medical records into clear, structured overviews" and "build stronger cases, faster" tavrn.ai.

Tavrn offers a suite of AI-powered modules designed for law firm workflows, all cross-compatible and exportable:

Medical Chronology: Converts thousands of pages of medical records into structured, hyperlinked summaries delivered in under 24 hours. Designed for PI, SSDI, and malpractice cases.
Demand Generation: Drafts tailored, persuasive demand letters using AI-derived damages and financial context, transforming raw records into settlement arguments.
Record Retrieval: Automates the acquisition of records from providers, insurers, and institutions, removing administrative delays from case development.
Intake & Evaluation: Captures, organizes, and triages client data for early-stage case analysis, streamlining onboarding and improving decision accuracy.
eDiscovery: Surfaces relevant digital documents and correspondence with audit-ready clarity and reduced cost.

Valuation/Market Cap: Not disclosed
Key Metric: Total Funding of $16.4M
Notable Investors/Partners: Left Lane Capital (led Series A), Hummingbird Ventures (led Pre-Seed) linkedin.com
Growth Signals: Headcount grew 316.7% year-over-year to 38 employees; reported 50–70% reductions in record review time for clients; demand letters generated via Tavrn have led to a reported 6x return on platform cost within a single quarter tavrn.ai.

End-to-end AI platform covering the full litigation workflow (intake, record retrieval, chronology, demand letters, eDiscovery) rather than a point solution.
Speed and defensibility: Medical chronologies delivered in under 24 hours; each output links directly to its source, making every insight defensible in court.
Enterprise-grade security: 256-bit AES encryption at rest, TLS 1.2 in transit, SSO/MFA, and AWS cloud infrastructure. Data is never used to train AI models tavrn.ai.
Human oversight as a principle: All modules are built for law firm workflows with human review as a core design feature, not an afterthought.

Scaling the sales organization: With 46% of employees in Sales and recent hires of a VP of Sales and Enterprise Account Directors, the company is aggressively building a go-to-market engine linkedin.com.
Product expansion: Continuing to build out the full litigation workflow suite (Intake, eDiscovery) to become the operating system for plaintiff law firms.
Geographic growth: Expanding presence beyond the US, with a small team already in Brazil.

Sources