If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of an awesome team of professionals, we encourage you to apply with us.

Today, organizations are positioned to benefit from recent advances in information technology that will unlock exponential performance gains. By combining deep domain expertise with world-class capabilities in machine learning, artificial intelligence, and document/data management, ThoughtTrace is transforming the way information is managed and leveraged in the industries that move the world forward.

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Customer Success Manager

Magnolia-TX / Remote
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Why ThoughtTrace

ThoughtTrace is a Texas-based software company providing customers a significant competitive advantage using Artificial Intelligence (AI) and machine learning to streamline categorization, review, and analysis of contracts, agreements, and other unstructured information. Our cloud-based AI platform, ThoughtTrace reads, interprets, and extracts critical provisions and data elements at the intent, or thought level, providing businesses the ability to apply context to content, replace ambiguity with clarity, and provide understanding even in the absence of structure. Ultimately this allows companies to quickly perform due diligence as well as take a big picture view of the value and risk associated with large volumes of information. Our mission is to empower people and companies to greater insight and creativity through better access to their most challenging information.

About Our Team

Our team is a combination of domain experts, technologists, and customer evangelists. We are united in the belief that technology is not a substitute for human ingenuity, but rather a tool that can augment an individual or team’s performance in ways that are truly transformative.

Our goal is to give each individual have a sense of purpose as he or she helps to achieve the company’s vision. We are looking for smart, passionate people who want to achieve remarkable things. We strive to provide a great culture and driven work environment that encourages you to grow and be a part of something cutting edge and a true paradigm shift for our customers.

As a growing startup, we realize this vision by encouraging teams to interact with each other to gain a more holistic view of our problem space, mentoring one another, organizing social events, providing opportunities to interact with end-users, and fostering an atmosphere of creativity and ingenuity by encouraging innovative ideas.

How we work

We practice what is known as the ‘Agile Methodology’ and ‘Scrum’. As such, we are flexible, iterative, and fast. We will always ensure that our software delivers clear ROI before any financial commitment is made. This is not sales speak – our goal is to implement “zero risk, no regret” solutions.

What We Offer

We offer a collaborative, passionate work environment with a comprehensive benefits plan, generous PTO, and a highly competitive compensation structure. We are committed to a positive culture with multiple opportunities to grow. We are an Equal Opportunity Employer.

What We’re Looking For

Above all else and without exception, we are looking for talented and ambitious individuals who can answer hard and ambiguous problems in creative ways using both their own personal talents and those of the individuals around them. Education, experience, and qualifications are minimum requirements only.

Our Customer Success team advises and guides a wide variety of customers, ensuring they launch ThoughtTrace successfully, adopt it widely and are continually driving business value from ThoughtTrace.

CSMs are entrusted with some of our largest and most strategic customers, working with stakeholders across all parts of the business and at all levels (including the C-suite), to drive increased adoption of ThoughtTrace and to improve the overall quality and maturity of its use.

A major area of responsibility for CSM’s is helping customers structure and manage deployments, coaching the customer’s project team on ThoughtTrace Best Practices & Processes, and helping them to develop appropriate usage patterns that maximizes adoption, self-sufficiency, and business value.

Working closely with Marketing, Sales and Engineers, CSMs also structure and run proof of concepts with prospective customers, identifying, developing and launching key business uses with success criteria that demonstrate the value of ThoughtTrace.

Equal parts coach, project manager, business consultant and product expert, our Customer Success Managers are continually focused on helping customers successfully embed ThoughtTrace into their critical business processes.


  • Empathize with every aspect of the customer experience, putting customers’ needs first.
  • Maintain high levels of customer engagement (including on site meetings as needed) with a focus on customer satisfaction and loyalty.
  • Conduct proof of concepts, business reviews and proactively suggest solutions to common customer challenges.
  • Continually identify and develop new uses for ThoughtTrace that drive adoption and that align to customers’ business needs and strategic goals.
  • Proactively spot and correct any issues that could affect customer satisfaction or retention
  • Coach customers to be product experts and train their teams on ThoughtTrace best practices so they become increasingly self-sufficient.
  • Mentor and provide guidance to newer CSMs
  • Partner with Sales staff to help them better understand customer value propositions.
  • Partner closely with other cross-functional team members to translate business needs and product requirements into new solutions for customers.
  • Develop Customer Success assets and methods, and work with product marketing to create new or refine existing onboarding materials.
  • Develop training material that resonates with customer needs, and conduct training sessions.
  • Help drive customer references and document case studies.


  • 3+ years relevant work experience in a customer-facing customer success, account management or strategic consulting organization. SaaS experience a benefit.
  • Self-motivated, proactive team player with innovative ideas to inspire customer loyalty and adoption.
  • Strong communication and interpersonal skills. Proven experience building strong internal and external relationships.
  • Proven track record with highly professional customer service experience in a dynamic, start-up environment.
  • Excellent working understanding and practice of the Agile Scrum methodology for project management.
  • Diplomacy, tact, and poise under pressure when working through customer issues.
  • Bachelor’s Degree.