Legal Innovation Partner

This is a fully remote position, open to applicants in Utah.

📋 Description

• Manage a portfolio of key relationships with law firms and legal departments, acting as the main advisor and accountability point for their NetDocuments experience and AI transformation initiatives.

• Foster renewal and growth within the designated book of business, ensuring high net revenue retention while uncovering upsell and cross-sell opportunities.

• Create and implement customized AI adoption roadmaps and measurable adoption strategies in collaboration with firm leadership and legal technology teams.

• Conduct executive-level business reviews with firm management committees, CIOs, and Chief Innovation Officers, effectively communicating ROI, adoption metrics, and strategic direction.

• Recognize and escalate at-risk accounts, collaborating with Sales and Forward Deployed Engineers to develop remediation strategies.

• Work alongside Product and Engineering to incorporate client feedback into the product development roadmap.

• Contribute to the Legal Innovation Partner playbook and establish best practices for AI transformation engagement.

• Represent NetDocuments at legal technology conferences, client advisory boards, and industry events.

• Execute additional responsibilities as assigned.

⛳️ Requirements

• A minimum of 8 years of experience in legal technology, legal operations, enterprise customer success, or management consulting within the legal sector.

• Proficient in leveraging AI for legal workflows and applications.

• Direct experience managing client relationships and achieving renewal/expansion results in a B2B SaaS or legal technology setting.

• Comprehensive understanding of law firm operations, including organizational structures, decision-making processes, technology assessment and implementation, and attorney behavior.

• JD or equivalent legal industry experience is highly preferred; prior law firm experience at the associate or counsel level is a notable advantage.

• Demonstrated ability to cultivate trusted advisory relationships with senior stakeholders in law firms, such as partners, COOs, CIOs, and practice group leaders.

• Capability to navigate complex, multi-stakeholder organizations and manage several workstreams concurrently.

• Excellent written and verbal communication skills, including the ability to deliver client presentations and articulate ROI narratives.

• Knowledge of legal AI applications, document management systems, and the overall LegalTech landscape.

• Willingness to travel up to 25% to client locations and industry events.

🏝️ Benefits

• 90% of healthcare premiums covered by the company.

• Company contributions to Health Savings Accounts (HSA).

• 401K matching at 4% with immediate vesting.

• Flexible paid time off (typically 3 to 4 weeks per year).

• 10 paid holidays.

• Monthly contributions for life activities and wellness.

• Access to LinkedIn Learning with dedicated monthly time for exploration.