About the role

As a Customer Success Manager / Legal Operations Specialist for our Governance product (Fides), you will work closely with our enterprise and financial institution (asset managers, private equity, …) clients to help them adopt and fully capture the value of our platform. You will lead the onboarding and initial setup for new customers, support initial setup, and manage the relation with clients as they ensure successful adoption of the Fides platform. Leveraging your legal expertise and understanding of corporate law, you will work closely with in-house legal teams - most often General Counsel, Corporate Secretaries, and their supporting teams - you will help clients accurately map governance data, optimize workflows, and unlock the full value of our platform. You will collaborate with our global Customer Success, Product, and Sales teams to deliver a seamless client experience, expand client relationships, and contribute to the growth of our Governance business.

What you'll do

Responsibilities

Legal Advisory and Governance Expertise

• 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 Fides 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 a structured, efficient, and timely implementation.
• Design onboarding plans, coordinate stakeholders, and deliver training that accelerates product adoption.
• Identify governance requirements and ensure the 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 of client facing experience in a fast-paced environment such as BigLaw, Big Four, financial institutions, or a related field.

Desired Requirements:

• 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.

Benefits

• Competitive base salary + uncapped commission structure.
• Comprehensive health, dental, and vision insurance, generous PTO and 401K plan
• Flexible working arrangements. Preferred NY location (Hybrid). (San Francisco or remote within the US/Canada can also be considered for the right profile).
• Opportunity for advancement as part of fast-growing global team.

Process

What to expect in the hiring process:

Our hiring process is designed to be collaborative and transparent, and typically includes:

• Casual interview with the Hiring Manager
• 1st interview: project assignment + interview
• Additional interview (if required)
• Final interview with the hiring manager

LegalOn is an equal opportunity employer committed to building an inclusive workplace, and we encourage applications from individuals of all backgrounds. LegalOn does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, marital status, sexual orientation, gender identity, veteran status, or any other legally protected characteristic.

About LEGALON TECHNOLOGIES, INC.

LegalOn is a global leader in AI for in-house legal teams. We help corporate counsel guide, govern, and grow their businesses with speed and sound judgment. By combining trusted legal expertise with agentic AI that adapts to each customer’s policies and practices, LegalOn delivers the first productivity platform for everyday legal work across contracting, counseling, and governance.

From advanced tools for contract review and matter management to a legal AI assistant that can research, answer questions, and draft, LegalOn helps teams save up to 85% of time on routine work — expanding what they take on without compromising quality or control.

Trusted by 8,000+ organizations worldwide, LegalOn is backed by $200 million from leading investors, including Goldman Sachs and SoftBank Vision Fund. With headquarters in San Francisco and Tokyo, and teams in London, Munich, and Singapore, LegalOn supports businesses of all sizes across industries and languages.