Overview
This role supports customers and potential customers in law firms and financial institutions by applying senior-level AI solutions architecture expertise grounded in transactional legal experience.
You will work within the Customer Success organization and collaborate with teams across Sales, Engineering, Marketing, and Product.
Responsibilities
- Use legal experience to work hands-on with transactional attorneys, advising on how the platform, data, and insights can be utilized on live and historical transactions.
- Provide technical support across the customer lifecycle, including:
- Scoping AI use cases
- Advising on solution design
- Demonstrating capabilities
- Guiding implementation and optimization
- Contributing to internal upskilling initiatives.
- Support customers’ AI adoption strategies and solution deployment, capturing insights to influence product strategy and roadmap.
- Contribute to new model training and quality control by distilling subject-matter expertise into multi-layered AI systems.
- Create documentation, use cases, and workflows that advance internal knowledge sharing and applied AI best practices.
- Drive measurable impact through increased AI adoption, improved customer satisfaction, and enhanced internal AI maturity.
- Contribute to customer-facing thought leadership through content, events, and advisory boards.
- Pursue self-directed projects aligned with Customer Success goals and organizational innovation.
- Travel may be required based on business needs.
Requirements
- Juris Doctor (JD) degree (from a top law school preferred).
- 2+ years of experience at a top law firm.
- Transactional legal practice expertise in one or more areas, including:
- Mergers & acquisitions
- Capital markets / securities
- Credit / finance
- Other corporate transactions
- Demonstrable experience with generative AI applications and understanding of large language model (LLM) architecture and operation.
- Substantial experience using online legal research and practice tools for corporate attorneys.
- Ability to communicate technical concepts clearly and produce strong documentation, learning materials, and persuasive presentations for non-technical audiences.
- Creativity, curiosity, and a growth mindset; ability to simplify ambiguous challenges, embrace experimentation, and treat setbacks as learning opportunities.
- Current knowledge of emerging AI research, industry trends, and critical thinking about risks, opportunities, and societal impact.
Preferred Qualifications
- Prior experience at a technology company or in the industry.
- Interest in finance or economics.
- Advanced Excel and PowerPoint skills.
- Prior experience or background in computer programming (note: this is not a development role).
Compensation & Benefits
- In the United States, a comprehensive benefits package includes market-competitive health, dental, vision, disability, and life insurance programs, and a competitive 401k plan with company match.
- Work-life benefits include flexible vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, and sabbatical leave. These benefits meet or exceed the requirements of paid time off in accordance with applicable state or municipal laws.
- Additional benefits include:
- Optional hospital, accident and sickness insurance paid 100% by the employee
- Optional life and AD&D insurance paid 100% by the employee
- Flexible Spending and Health Savings Accounts
- Fitness reimbursement
- Access to Employee Assistance Program
- Group Legal Identity Theft Protection benefit paid 100% by the employee
- Access to 529 Plan
- Adoption & Surrogacy Assistance
- Tuition Reimbursement
- Access to Employee Stock Purchase Plan
- Flex My Way workplace policies, including supportive flexibility and work from anywhere for up to 8 weeks per year.
- Career development and growth programs focused on continuous learning and skills-first development.
- Two company-wide Mental Health Days off.
- Optional Annual Bonus may be available based on a combination of enterprise and individual performance.
Pay range disclosure (United States):
- Unless otherwise noted for eligible US locations, the base compensation range for this role is $100,100 USD - $185,900 USD.
- Base pay is positioned within the range based on factors including knowledge, skills, and experience, with consideration given to internal equity.
Location
United States (benefits and compensation described for eligible US locations).