Overview
This role supports enterprise and financial institution clients as they adopt a corporate governance platform. You will lead onboarding and initial setup for new customers, help clients map governance data and optimize workflows, and manage client relationships to ensure successful, ongoing adoption.
Responsibilities
- Serve as a knowledgeable point of contact for clients on corporate law and governance workflows.
- Interpret and extract legally relevant data from complex corporate documents and map it accurately into the platform.
- Provide legally informed guidance that builds client trust and supports long-term partnership.
Client Onboarding and Implementation
- Lead onboarding projects for new enterprise clients, ensuring structured, efficient, and timely implementation.
- Design onboarding plans, coordinate stakeholders, and deliver training that accelerates product adoption.
- Identify governance requirements and ensure solution configuration aligns with each client’s corporate structure.
Customer Success and Relationship Management
- Support clients throughout their lifecycle with proactive check-ins, responsive communication, and issue resolution.
- Drive product usage, deepen engagement, and promote best practices to maximize client value.
- Organize webinars, workshops, and training sessions to educate client teams and strengthen retention.
Growth and Expansion
- Identify upsell opportunities within existing accounts and partner with Sales where needed to expand usage or introduce additional services.
- Maintain accurate client data, track success metrics (OKRs, KPIs), and contribute strategic insights to Customer Success leadership.
Collaboration and Process Improvement
- Collaborate with Product to communicate client needs and suggest enhancements that improve platform usability and compliance.
- Partner with Sales, Implementation, and Support teams to ensure unified, high-quality client outcomes.
- Identify processes suitable for automation and help implement workflow improvements across CRM and internal systems.
Qualifications
Mandatory Requirements
- Licensed attorney in one or more US jurisdiction
- Strong understanding of corporate law, entity management, governance documents, and regulatory frameworks
- 1 to 2 years of client-facing experience in a fast-paced environment such as BigLaw, Big Four, financial institutions, or a related field
Desired Qualifications
- Ability to interpret complex corporate structures and translate them into scalable workflows within the platform
- Experience working directly with clients; LegalTech or SaaS experience is a strong plus
- Strong project management skills with the ability to manage multiple onboardings and client relationships in parallel
- Excellent communication skills with the ability to explain legal concepts clearly and deliver actionable guidance
- Creative, analytical mindset with comfort using metrics, data, and structured processes to drive success
- Technical aptitude, familiarity with automation tools, and a continuous improvement mindset
Compensation & Benefits
- Competitive base salary + uncapped commission structure
- Comprehensive health, dental, and vision insurance, generous PTO and 401K plan
- Flexible working arrangements
- Opportunity for advancement as part of a fast-growing global team
Pay Range: 110,000 - 135,000 USD per year (Remote)
Location
- Preferred NY location (Hybrid)
- San Francisco or remote within the US/Canada can also be considered for the right profile
Hiring Process & Work Authorization
- Casual interview with the Hiring Manager
- 1st interview: project assignment + interview
- Additional interview (if required)
- Final interview with the hiring manager
Applicants must be authorized to work for ANY employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment Visa at this time.