Customer Success Lead, Enterprise

About Codes HealthAt Codes Health, we are building the modern platform for medical record retrieval. Legacy record retrieval is notoriously slow and unreliable; our system uses AI to deliver decision-ready records much faster and more accurately.Started just over a year and a half ago, our volume is doubling MoM with a clear path to category leadership. We support practices ranging from Plaintiff Law to Specialty Healthcare. We are a well-funded, rapidly growing team focused on growing 100x from where are today.Our mission is to automate record retrieval, which will only be achieved through innovative engineering and relentless execution.About the RoleEnterprise law firms are our most complex and highest-value relationships. As our Enterprise Customer Success Lead, you'll own a portfolio of high volume firms, whatever shape they take — building deep relationships, driving adoption, and ensuring they realize measurable value from Codes Health. You'll be the single point of accountability for account health, expansion, and executive engagement. You'll work closely with the Head of CX, operations, and product to translate customer feedback into real improvements.What You'll OwnOwn a portfolio of enterprise accounts starting post-sale, from building key relationships to maintaining account healthLead structured onboarding for new enterprise customers — platform training, first case submission, integration into firm workflowsConduct regular business reviews (QBRs) and executive check-ins to surface value, resolve friction, and identify growth opportunitiesMaintain documented account health status for every firm in your portfolio; flag at-risk accounts and lead recovery plansOwn expansion within your book: upsell volume, additional practice areas, additional offices, and new service linesBe the customer's advocate internally — route feedback to product, operations, and leadership and close the loop with customers on outcomesBuild and iterate on scalable playbooks for onboarding, QBRs, renewals, and escalationsCollaborate with the Support Lead to ensure enterprise escalations are resolved quickly and with white-glove serviceWhat We're Looking For4–7 years of B2B Customer Success or Account Management experience, ideally in legal tech, healthcare tech, or a document/workflow SaaSDemonstrated track record managing enterprise accounts with strong NRR and expansion resultsExecutive presence — comfortable running QBRs with partners and firm administratorsHighly organized, process-oriented: you build playbooks, not just relationshipsStrong instincts for identifying expansion signals and converting them into revenueExperience with CRM / CS platforms (Salesforce, HubSpot, Gainsight, or equivalent)Comfortable in an early-stage environment — you can build structure without waiting to be toldSuccess MetricsNet Revenue Retention: Retain and grow ARR within your portfolio Onboarding Completion: 100% of enterprise customers complete structured onboarding within 2 weeks QBR Cadence: All enterprise accounts on a regular review schedule (quarterly minimum) Account Health Coverage: Every account has a documented health status; zero surprise churns Expansion Pipeline: Active expansion opportunities identified and progressed each quarterCodes Health · Customer Experience · Hiring 2026