About the Role
Partner with enterprise legal teams to ensure they realize meaningful business outcomes with Checkbox. Guide customers from initial adoption through long-term growth, helping them embed Checkbox into their legal workflows and achieve measurable operational impact. Own the health, retention, and expansion of a portfolio of enterprise customers.
Responsibilities
- Take ownership of enterprise customers as they transition from onboarding toward go-live, ensuring a smooth handoff and continuity in the customer journey.
- Ensure customers successfully embed Checkbox into their legal workflows after go-live, helping legal teams transition from initial deployment to meaningful operational impact across their organisation.
- Build trusted relationships with stakeholders across legal, operations, and business teams, positioning Checkbox as a strategic platform within their legal operations ecosystem.
- Identify and drive opportunities to expand Checkbox usage by introducing new workflows, departments, and use cases that increase the platform’s value across the organisation.
- Own the retention and renewal of your portfolio of enterprise customers by ensuring continued alignment between customer goals and the outcomes delivered through Checkbox.
- Lead strategic conversations with customers through regular check-ins, business reviews, roadmap discussions, and workflow optimisation sessions.
- Capture structured feedback and usage insights from customers and partner with Product and Engineering to inform roadmap priorities and improve the platform.
- Drive advocacy initiatives including customer success stories, reviews, and testimonials that showcase the impact of Checkbox across customer organisations.
- Leverage data and customer insights to monitor account health, identify risks and growth opportunities, and guide proactive engagement strategies.
- Lead the resolution of complex customer challenges by coordinating with internal teams and ensuring timely, effective outcomes for customers.
Requirements
- 5+ years of experience in customer success or account management, with a proven track record of managing large, complex enterprise accounts and delivering results.
- Experience working in legal technology or supporting legal and legal operations teams is strongly preferred.
- Understand the workflows, stakeholders, and operational challenges faced by in-house legal departments.
- Ability to think strategically and see the big picture, while also being detail-oriented and hands-on in execution.
- Connect customer goals with product capabilities to guide customers toward meaningful outcomes.
- Strong understanding of SaaS products and experience working closely with technical teams to deliver tailored solutions for customers.
- Experience with legal tech, workflow automation, or no-code platforms is a plus.
- Relentless focus on customer success, with the ability to build and sustain trusted, long-term relationships with stakeholders across customer organisations.
- Strong commercial mindset to customer engagement.
- Comfortable identifying expansion opportunities, leading upsell conversations, and managing renewals to drive long-term account growth.
- Excellent interpersonal and communication skills, with the ability to confidently lead complex discussions, workshops, and executive-level conversations with both technical and non-technical stakeholders.
- Comfortable working in a fast-paced, high-growth environment, managing multiple priorities and navigating ambiguity with confidence.
- Results-driven mindset with a strong track record of improving customer outcomes and driving key success metrics such as adoption, retention, expansion, NPS, and overall account health.
Skills
- Legal tech
- Workflow automation
- No-code platforms
- SaaS products
- Customer success
- Account management
- Relationship building
- Commercial mindset
- Strategic thinking
- Data analysis
Location
- Sydney
Work Type
- Full-time
- Hybrid
Experience Level
- Senior
Benefits
- Competitive salary and equity
- Hybrid working from our Sydney office
- Personal learning and development budget
- Flexible leave policy
- Paid parental leave, including primary and secondary carer leave
- Expense policy and salary sacrifice options
- CBD start-up hub with snacks, drinks, premium coffee and team socials
- Fully paid annual trips to company offsites, with past destinations including Australia, Bali and South Korea
- Transparent and open culture where questions and feedback are welcomed
About the Company
- Checkbox is a Series A B2B legal technology company building foundational tools for enterprise legal teams to better own, manage and resolve legal work at scale.
- Our platform combines modern SaaS workflow tooling with agentic AI-native product experiences, helping legal teams capture, triage, route, manage and complete work with greater visibility, speed and control.
- We are building toward a new category of Legal Service Hub: the system that helps in-house legal teams understand demand, orchestrate workflows and deliver better outcomes across the business.
