---
title: 'Customer Success Manager at Tavrn.ai'
canonical: 'https://feeny.ai/job/customer-success-manager-tavrn-ai-san-francisco-kjfcgwb5pm7j'
type: 'job'
last_seen: '2026-09-13'
---

# Customer Success Manager at Tavrn.ai

- **Company:** Tavrn.ai
- **Location:** San Francisco, CA
- **Compensation:** $85k–$110k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-07-30
- **Last confirmed live:** 2026-09-13
- **Apply:** https://jobs.ashbyhq.com/tavrn/01de86d9-fc07-4b16-8727-87dbd6e866ed

## Job description

## What You'll Do

- 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)

## What We're Looking For

- 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
- Consistent achievement of gross and net revenue retention targets for your book
- Proactive risk identification — renewals rarely surprise you
- Documented account plans and business reviews for every account
- A track record of expansion revenue sourced from your accounts

## About Tavrn.ai

## Company Overview
- **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

## Core Business
- **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](https://www.tavrn.ai/).

## Products & Services
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.

## Market Standing
- **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](https://www.linkedin.com/company/tavrnla)
- **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](https://www.tavrn.ai/).

## Competitive Advantages
- **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](https://www.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.

## Strategic Focus
- **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](https://www.linkedin.com/company/tavrnla).
- **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.

## Why Work Here
- **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.

## Sources
1. [tavrn.ai](https://www.tavrn.ai/)
2. [linkedin.com](https://www.linkedin.com/company/tavrnla)
3. [theorg.com](https://theorg.com/org/tavrn)
4. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/tavrn)

## Other roles at Tavrn.ai

- [Enterprise Account Executive](https://feeny.ai/job/enterprise-account-executive-tavrn-ai-san-francisco-z853dzbp80tr) — San Francisco, CA
- [Regional Vice President, Sales](https://feeny.ai/job/regional-vice-president-sales-tavrn-ai-san-francisco-9trms8fq4vpt) — San Francisco, CA
- [Mailroom Clerk](https://feeny.ai/job/mailroom-clerk-tavrn-ai-san-francisco-00fw6mprekgn) — San Francisco, CA
- [Senior Customer Success Manager](https://feeny.ai/job/senior-customer-success-manager-tavrn-ai-san-francisco-hvw3wqedesk6) — San Francisco, CA
- [Sales Development Representative](https://feeny.ai/job/sales-development-representative-tavrn-ai-san-francisco-cxwyv2kf7xna) — San Francisco, CA
- [AI Product Engineer](https://feeny.ai/job/ai-product-engineer-tavrn-ai-san-francisco-qse58yap06b1) — San Francisco, CA
- [Strategic Partnerships Lead](https://feeny.ai/job/strategic-partnerships-lead-tavrn-ai-san-francisco-287be04f76sa) — San Francisco, CA
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-tractable-warsaw-ja97atjehjr3) — Warsaw, Poland
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-tractable-london-h94ds94x47z9) — London, United Kingdom
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-wayvia-united-states-ttty050a1gqq) — United States