Legal Solutions Engineer

Overview

This role is for a Legal Solutions Engineer on the Sales Engineering team, reporting to the Director on that team.

The organization is seeking a former practicing attorney excited to apply private markets expertise in a customer-facing role, helping law firms, fund managers, and financial institutions modernize legal workflows through AI-native technology.

Travel to customers, events, and offsites is expected at least once per month.

Responsibilities

• Legal & AI solutions expertise: Use prior experience as a practicing attorney to understand customer challenges, conduct thoughtful discovery, and demonstrate how the AI-native platform addresses complex legal and operational workflows across private markets.
• Customer engagement: Act as a trusted legal and product expert throughout the sales process, engaging prospective and existing customers in strategic conversations that connect their legal needs.
• Operational excellence: Maintain accurate CRM records, conduct thoughtful call reviews, and capture customer insights to support a seamless sales process and continuously improve team effectiveness.
• Strategic collaboration: Partner closely with Account Executives, Product, Customer Success, and cross-functional teams to align on customer strategy, share market feedback, and contribute to the ongoing evolution of AI-native offerings and solutions.
• Sales & product enablement: Stay current on developments across private markets, legal technology, and AI while building expertise in the platform through ongoing training and enablement.

Requirements

• Experience: 2+ years as a practicing attorney within private markets or at an outside law firm serving private markets clients.
  • Experience advising fund managers, investors, or other financial institutions is preferred.
  • Prior experience with legal technology, AI-powered solutions, or compliance platforms is a plus.
• Customer & commercial mindset: Strong relationship-building and consultative skills, with a genuine interest in helping customers solve complex legal and business challenges.
  • Previous customer-facing experience is preferred but not required.
• Communication skills: Exceptional presentation, written, and verbal communication skills, with the ability to clearly explain complex legal and technical concepts to a variety of audiences.
• Collaboration: Passion for building trusted partnerships across Sales, Product, Customer Success, and Engineering while delivering an exceptional customer experience.
• Problem solving & learning: Strong analytical and problem-solving skills, with the ability to quickly learn new technologies, adapt to evolving AI capabilities, and confidently apply legal expertise in a fast-paced environment.
• Systems thinking: A process-oriented mindset focused on improving workflows, identifying scalable solutions, and contributing to the growth of a rapidly evolving AI-native organization.

Preferred Qualifications

• Prior experience with legal technology, AI-powered solutions, or compliance platforms.
• Experience advising fund managers, investors, or other financial institutions.
• Previous customer-facing experience.

Compensation & Benefits

Benefits snapshot

• Remote-first working policy, with office hubs in NYC, Santa Barbara, and London
• Twice yearly team offsites for in-person collaboration
• Paid flexible time off policy
• Paid parental leave and benefits
• Employer-supported retirement contributions, varying by country
• Monthly phone and internet reimbursement
• Company-sponsored learning and development resources, department budgets for professional development, and a robust onboarding program
• Various options for medical, dental, and vision insurance

Location

Hiring locations

The organization currently hires exclusively in the following locations (some roles may have more specific location requirements due to business needs):

• United States: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, Washington
• APAC: Hong Kong
• EMEA: United Kingdom

For this job, candidates are currently hired based in the United States, with a preference for New York City.

Additional Notes

• Reasonable accommodations will be provided for qualified individuals with disabilities as part of the application and interview process and for essential job functions and/or benefits.
• Employment verification is required for employees hired.
• Recruitment agencies: blind submissions and resumes/CVs submitted without a signed agreement are not accepted or considered.