Legal Customer Success Manager

1 week ago


New York, New York, United States LegalOn Technologies Full time

Come join the global leader in Legal and Governance AI - as we expand our Governance sales team in the US

LegalOn, the pioneer in LegalAI for corporate legal teams working with over 7,500 in-house teams globally, completed the acquisition of Fides, a governance AI innovator revolutionizing how global enterprises manage their governance across over 100 countries. Our AI-powered platform streamlines entity and board management with built-in legal logic tailored to every jurisdiction, helping companies like Allianz Global Investors, Sequoia and Lime manage governance workflows with unprecedented speed, accuracy, and compliance.

Following our success across Europe and early traction in the US, we are now scaling our sales organization in North America - and we're looking for ambitious and driven customer success professionals to join our growth journey.

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.

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:
Legal and Governance Background

  • Licensed attorney in one or more US jurisdiction
  • Strong understanding of corporate law, entity management, governance documents, and regulatory frameworks.
  • Ability to interpret complex corporate structures and translate them into scalable workflows within the platform.

Professional Experience And Skills

  • 1 to 2 years of experience in a fast-paced environment such as BigLaw, Big Four, financial institutions, or a related field.
  • 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.


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