Athennian

Role Description As a Senior Customer Success Manager (CSM) reporting to the Director, Customer Success, you'll be a high-impact contributor who serves as the ultimate advocate for our clients, a strategic growth driver, and a data-driven decision-maker. In this role, you will build deep relationships to understand unique client needs and empower them to achieve exceptional results by fully leveraging Athennian’s platform. You will act as the voice of our clients, develop sophisticated, value-driven success plans, and analyze key metrics to drive continuous improvement. As a Senior CSM, you will handle complex client use cases with a high degree of autonomy, while playing a key role in optimizing our internal CS playbooks and methodologies. What you'll do - Own and build strong, strategic relationships with a dedicated portfolio of customers, effectively managing accounts with high architectural or organizational complexity. - Drive customer renewal and retention, consistently exceeding quarterly Net Dollar Retention (NDR) goals by identifying and neutralizing churn risks early. - Identify and capitalize on opportunities for revenue growth, managing complex expansion and upsell negotiations from discovery to close. - Develop and pilot innovative strategies to increase customer engagement and product adoption that can eventually be scaled across the wider CS team. - Collaborate with internal teams to ensure seamless onboarding and ongoing training, specifically for multi-faceted or global implementations. - Serve as the primary point of contact for customer escalations, ensuring swift, independent resolution of critical issues. - Provide insightful, data-backed analysis and feedback to inform team decision-making and product roadmap recommendations. - Execute high-impact quarterly business reviews with clients to identify growth opportunities, demonstrate ROI, and address any lingering concerns. - Monitor customer health, proactively identifying and mitigating risks using advanced data analytics and health indicators. - Lead internal initiatives to improve Customer Success processes, playbooks, and cross-functional workflows. Qualifications - 6+ years of success in a commercially-focused Customer Success role within a B2B SaaS environment, with a proven track record of handling increased account complexity. - Familiarity with the legal tech, governance space, entity/equity management, private equity solutions, or adjacent private equity related software. - A natural relationship-builder who is skilled at fostering strong connections, navigating complex political landscapes within client organizations, and building trust with senior clients. - A proactive approach to assessing growth opportunities alongside experience driving deals through to close. - Empathetic and customer-centric, with a genuine passion for understanding and exceeding client expectations. - An excellent communicator adept at simplifying complex technical, legal, or workflow issues and conveying information clearly to both technical users and executive sponsors. - Strategic and proactive in client interactions, with a proven ability to mitigate churn, drive adoption, and encourage expansion with minimal oversight. - Highly organized, collaborative, and detail-oriented, with a proven ability to manage competing priorities and complex projects while driving change effectively. - Travel expected based on book of business and internal/external company events. - Must be based in and authorized to work in the US/Canada, working on an EST schedule. Requirements - An understanding of managing SaaS solutions within highly regulated environments, particularly at the enterprise level. - Experience working at a law firm or with an in-house legal team. - Knowledge of and ongoing interest in the legal space, corporate governance, and regulations that may impact our customers and their business. Benefits - Minimum of 3 weeks vacation, 5 sick days, and 6 personal/flex days, plus a company-wide winter holiday shutdown. - Health, dental, and vision, long-term disability, and a Health Spending Account (HSA). - Flexible parental leave benefits, including top-ups. - A dedicated work-from-home allowance to get you set up for success.

Role Description We're looking for a driven Software Engineer to join our dynamic engineering team to contribute to our mission of managing hundreds of thousands of business entities worldwide, empowering our users with a platform that inspires trust. In this role, you will contribute to designing, building, and maintaining scalable software solutions that enhance our platform's functionality and performance. Reporting to the Director of Development, you will collaborate closely with cross-functional teams to deliver high-quality code, optimize application performance, and support the growth of our technology stack. What you'll do - Architect & Deliver: Develop, test, and deploy high-quality, scalable software solutions that align with complex business needs. - Strategic System Design: Participate in technical discussions and contribute to high-level decisions on system architecture, focusing on configurability and long-term maintainability. - AI-Augmented Development: Leverage modern AI-assisted development tools to accelerate delivery cycles while maintaining code integrity. - Collaborative Innovation: Work closely with product managers, designers, and other engineers to translate user needs into innovative features and improvements. - Quality & Security Governance: Optimize application performance, ensure security and reliability, and conduct thorough code reviews to maintain high code quality. - Process Evolution: Identify and resolve technical challenges, propose solutions, and contribute to the continuous improvement of our development processes. - Future-Proofing: Stay up to date with industry trends, specifically LLM integrations and automated testing advancements to evaluate and adopt emerging technologies that can enhance our platform’s capabilities. - Technical Mentorship: Guide the team in best practices for modern engineering, from sophisticated TypeScript typing to efficient AI-prompting for complex refactors. Qualifications - 4+ years of experience in software development, with a proven track record of architecting scalable, enterprise-grade applications. - Proficiency in full-stack JavaScript/TypeScript environments, specifically the MEAN stack (MongoDB, Express, Angular, Node.js). - Modern AI fluency: Demonstrated ability to use AI-augmented development tools (e.g., Cursor, GitHub Copilot) to accelerate delivery without sacrificing code quality or architecture. - Advanced Database Knowledge: Strong experience with relational and NoSQL databases; familiarity with search indexing and vector search (e.g., MongoDB Atlas Vector Search) is highly valued. - Deep experience with testing frameworks (Jest, Cypress, Playwright) to build resilient CI/CD pipelines. - A security-first mindset regarding data protection, access controls, and the safe handling of sensitive corporate legal data. - Experience with cloud platforms (AWS, GCP, or Azure) and containerization (Docker, Kubernetes). - Strong communication and collaboration skills with the ability to explain complex technical trade-offs to non-technical stakeholders. - Previous experience in a startup/scale up environment. Location We have embraced a distributed model of working to reach the best talent in the world. While some roles may require proximity to our Toronto, Calgary and Vancouver offices, roles based outside our office locations can be remote in Canada and the US. Please only apply if you are able to live and work full-time in the US and Canada. Our Culture - Outcome Driven: We focus on setting ambitious goals and achieving measurable results. - Wide Responsibility: Our team is empowered to take ownership from problem identification to implementation. - Learning Mindset: We embrace curiosity and reject the status quo. - Strategic Speed: We make fast, effective decisions and embrace a bias for action. Benefits - We’re a remote-first company built on trust, autonomy, and accountability. - Work-Life Balance: Minimum of 3 weeks vacation, 5 sick days, and 6 personal/flex days, plus a company-wide winter holiday shutdown. - Comprehensive Coverage: Health, dental, and vision, long-term disability, and a Health Spending Account (HSA). - Family Support: Flexible parental leave benefits, including top-ups. - Remote Setup: A dedicated work-from-home allowance to get you set up for success.

Role Description As an Implementation Consultant reporting to the Team Lead of Implementations, you will drive our clients' successful onboarding and adoption of the Athennian platform. Acting as a trusted advisor and technical expert, you'll utilize your project management skills to navigate complex projects, ensuring timely and successful outcomes. Your ability to adapt to changing requirements, effectively manage client expectations, and contribute to process improvements will be essential in empowering users to unlock the full potential of Athennian and achieve their business goals. What you'll do - Project Management: - Manage implementation projects and client onboarding from initiation to completion, ensuring projects are delivered on time, within budget, and to the highest quality standards. - Develop comprehensive scope of work documentation that aligns client expectations with internal delivery capabilities. - Proactively manage and communicate any changes in project scope, budget, or timeline to stakeholders. - Implementation and Training: - Lead all aspects of implementation, including onboarding training, best practice sessions, solution configuration, and data migration. - Review and map complex customer data sets from various legacy systems into our platform. - Validate data accuracy and integrity to ensure alignment with customer workflows. - Partner with customers to dissect and understand their current and intended workflows. - Lead workshops to uncover their operational needs, not just their surface-level requests. - Identify change management opportunities to enhance user adoption throughout the project lifecycle. - Facilitate technical requirement gathering sessions and effectively convey customer feedback to the product team. - Customer Success: - Develop detailed project plans that directly address customer requirements and ensure their goals are met. - Provide accurate resource planning and forecasting for Athennian's internal project team to optimize delivery. - Oversee the successful production deployment and go-live launches with meticulous attention to detail. - Deliver an exceptional customer experience for all new users of the Athennian software. - Drive timely launches and ensure customers quickly realize the value of the platform. - Collaboration: - Work closely with Sales to ensure a smooth transition from the sales process to project delivery, setting clear expectations with customers. - Collaborate with Customer Success Managers (CSMs) to facilitate a seamless handoff after implementation, ensuring ongoing customer satisfaction and support. Qualifications - Minimum 3+ years of experience in a customer-facing implementation or project management role within a SaaS environment. - Proven track record of successfully managing complex implementation projects from initiation to completion. - A natural relationship-builder, skilled at fostering strong connections and trust with clients. - Strategic and proactive in client interactions, consistently mitigating churn, driving adoption, and encouraging expansion. - Empathetic and customer-centric, with a passion for understanding and exceeding client expectations. - Excellent communicator, adept at simplifying complex issues and conveying information clearly. - Highly organized, collaborative, and detail-oriented, with a proven ability to manage projects and drive change effectively. Benefits - Generous vacation/sick/flex days. - Remote work options. - Flexible working hours. - Health/dental/vision/group life/gRRSP/LTD/AD&D/EFAP benefits. - High growth environment. - Team-building activities. - Day-to-day variety (never a dull moment). - MacBook for all employees. - Stock options. - A culture of transparency.

Role Description As a Product Manager at Athennian, you help shape how modern governance operations are built for some of the world’s most complex organizations. Working closely with engineering, design, and customers, you identify meaningful problems and turn them into products that bring clarity and efficiency to corporate structures. This role is suited for someone motivated to build impactful software alongside talented teams. It requires strong product judgment, curiosity, and the ability to move quickly while making thoughtful decisions that advance the platform. You bring a collaborative mindset, learn from those around you, step in to guide when needed, and build strong partnerships across teams to deliver meaningful outcomes for our customers. What you'll do: - Talk to customers often. Develop a deep understanding of how legal, finance, and governance teams operate and where their workflows break down. - Set product direction and roadmap priorities, balancing customer needs, company goals, and technical feasibility. - Partner closely with Engineering and Design to turn complex problems into thoughtful, well-built product solutions. - Make clear product decisions using customer insight, market context, and commercial inputs such as pricing, packaging, and segmentation. - Work with Sales, Support, and Implementation to ensure product launches are well understood and successful for customers. - Define product requirements and user stories that help engineering teams build efficiently while maintaining a high bar for quality. - Stay informed on industry trends, regulatory changes, and how governance operations are evolving. - Use AI tools in day-to-day product work to prototype ideas, accelerate discovery, and explore new ways to solve customer problems. - Identify opportunities where emerging technologies, including AI, can meaningfully improve customer workflows. Qualifications - 5+ years of product management experience building B2B SaaS products. - A track record of owning product areas from discovery through launch and iteration. - Strong product judgment and the ability to make thoughtful trade-offs in fast-moving environments. - Experience working closely with engineering and design to deliver high-quality products. - Comfortable leading customer discovery and translating insights into product decisions. - Familiarity with AI tools and curiosity about how emerging technologies can improve products and workflows. - Clear communication and the ability to align teams around product direction and outcomes. - Previous experience in a startup/scale up environment. - Nice to Have: Experience working in Legal-tech, Fintech, or other complex enterprise software environments. Location We have embraced a distributed model of working to reach the best talent in the world. While some roles may require proximity to our Toronto, Calgary and Vancouver offices, roles based outside our office locations can be remote in Canada and the US. Please only apply if you are able to live and work full-time in the US and Canada. #LI-Remote Our Culture - Outcome Driven: We focus on setting ambitious goals and achieving measurable results. - Wide Responsibility: Our team is empowered to take ownership from problem identification to implementation. - Learning Mindset: We embrace curiosity and reject the status quo. - Strategic Speed: We make fast, effective decisions and embrace a bias for action. Benefits - We’re a remote-first company built on trust, autonomy, and accountability. - Work-Life Balance: Minimum of 3 weeks vacation, 5 sick days, and 6 personal/flex days, plus a company-wide winter holiday shutdown. - Comprehensive Coverage: Health, dental, and vision, long-term disability, and a Health Spending Account (HSA). - Family Support: Flexible parental leave benefits, including top-ups. - Remote Setup: A dedicated work-from-home allowance to get you set up for success.

Role Description We are looking for a skilled and collaborative DevOps Engineer to join our Cloud Security and Infrastructure team. As a DevOps Engineer, you will be responsible for building, maintaining, and optimizing cloud-based infrastructure. You will work alongside engineering teams to solve complex operational problems, design solutions, and implement practices that drive efficiency at scale. Reporting into the Engineering Manager, DevOps & Infrastructure, your contributions will be crucial in promoting collaboration between engineering teams to ensure the delivery and management of robust services. - Work closely with Engineering stakeholders to design and maintain a reliable, scalable, and secure platform. - Optimize and enhance deployment tooling and infrastructure, including creating and maintaining new CI/CD pipelines, improving infrastructure for cost-effectiveness and performance. - Collaborate with the Engineering team to identify areas for improvement and implement innovative solutions. - Provide expert DevOps guidance for existing projects and new initiatives. - Set up and maintain test environments for both manual and automated testing. - Conduct vulnerability scans and penetration tests, analyzing results and acting on findings. - Plan and execute ongoing routine application maintenance tasks. - Participate in on-call rotations for monitoring, alerting, and incident response. - Identify cost-saving opportunities and efficiency improvements within our infrastructure. Qualifications - 3+ years of experience in DevOps, Site Reliability Engineering, or automation engineering. - Strong understanding of cloud technologies, particularly AWS. - Hands-on experience managing systems and services on a cloud platform (AWS). - Solid understanding of database technologies such as MongoDB. - Knowledge of Docker, Kubernetes, and Linux Systems. - Proficiency with Terraform and Packer for infrastructure as code. - Experience deploying and managing cloud services, monitoring and alerting systems, and handling critical issues. - Agile development experience and familiarity with CI/CD practices. - Strong attention to detail, problem-solving, and troubleshooting skills. - Exceptional organizational skills and the ability to manage multiple projects concurrently. - Ability to work independently and thrive in an autonomous environment with minimal supervision. - Excellent communication and collaboration skills. - A passion for continuous learning and technical curiosity. Requirements - AWS DevOps Engineer certification. - Experience with cloud-based security protocols. Benefits - We’re a remote-first company built on trust, autonomy, and accountability. - Minimum of 3 weeks vacation, 5 sick days, and 6 personal/flex days, plus a company-wide winter holiday shutdown. - Health, dental, and vision, long-term disability, and a Health Spending Account (HSA). - Flexible parental leave benefits, including top-ups. - A dedicated work-from-home allowance to get you set up for success.

Role Description We are looking for a Business Development Representative (BDR) to play a critical role in building and converting pipeline at Athennian. This role sits at the intersection of marketing and sales, bridging demand generation efforts with revenue outcomes. You will be responsible for: - Identifying high-potential prospects. - Engaging them through structured, signal-driven outreach. - Converting that engagement into qualified opportunities for our Account Executives. This position emphasizes precision: using data, tools, and timing to engage the right prospects with the right message. You will work closely with Demand Generation and Revenue Operations to act on high-intent signals, and with Sales to ensure opportunities are well-qualified and positioned for success. This is an opportunity for a driven, tech-savvy BDR to operate at the leading edge of modern prospecting, leveraging AI, automation, and structured workflows to build a repeatable outbound engine. Reporting to the Manager, Sales Engineering & Enablement, you will play a critical role in bridging the gap between our marketing efforts and our sales pipeline. What you'll do - Strategic Lead Qualification: Engage inbound and outbound leads to assess fit, readiness, and opportunity potential. Identify and address gaps in the funnel to ensure high-value prospects are effectively progressed. - Omnichannel Prospecting & Outbound Execution: Execute structured, high-volume outbound campaigns across email, phone, and LinkedIn. Leverage data, signals, and campaign context to prioritize outreach and drive engagement. - Signal-Based Prospecting & Lead Activation: Identify and engage prospective customers based on high-intent signals and campaign engagement. Re-engage existing contacts—including prior inbound leads and lost opportunities—to convert interest into active pipeline. - Pipeline Development & Handoff: Generate qualified meetings and maintain clear, accurate CRM records to ensure seamless handoff to Account Executives and consistent pipeline progression. - Cross-Functional Collaboration: Operate as a key link between Marketing, Revenue Operations, and Sales. Align closely on targeting, messaging, and outreach strategy while supporting Account Executives in building high-quality pipeline. - Insight & Feedback Loop: Provide structured, ongoing feedback to Marketing, Product, Sales, and Customer Success on lead quality, messaging effectiveness, and prospect pain points to continuously improve go-to-market performance. Qualifications - 2–3 years of experience in a BDR, SDR, or similar role focused on outbound prospecting and pipeline generation. - Proven ability to execute multi-channel outbound strategies and generate qualified meetings with prospective customers. - Experience with CRM systems (e.g., HubSpot), LinkedIn Sales Navigator, and modern sales engagement or sequencing tools. - Familiarity with platforms such as Instantly or similar, and exposure to tools like Clay, is an asset. - Comfort working with AI-enabled tools, automation, and structured workflows to improve efficiency and scale outreach efforts. - Strong written and verbal communication skills, with the ability to engage and qualify senior stakeholders effectively. - Highly organized with the ability to manage multiple workflows, prioritize effectively, and maintain attention to detail in CRM and outreach activities. - Self-motivated, proactive, and comfortable operating in a fast-paced environment. Demonstrates ownership, adaptability, and a focus on outcomes. Requirements - Experience selling into SaaS, legal, financial, or compliance-related markets is a plus. Benefits - Minimum of 3 weeks vacation, 5 sick days, and 6 personal/flex days, plus a company-wide winter holiday shutdown. - Health, dental, and vision coverage, long-term disability, and a Health Spending Account (HSA). - Flexible parental leave benefits, including top-ups. - A dedicated work-from-home allowance to get you set up for success. - Note: There is a 20% bonus in addition to the base salary.

Role Description We are seeking a commercially-minded Legal Counsel to join our team in Toronto. Reporting to the Sr. Director of Strategic Finance, you will serve as the founding member of our internal legal function — a unique opportunity to shape how Legal operates as a true strategic partner across the business. This is a high-ownership, high-variety role with real organizational influence. You'll be the primary legal voice at the table, advising leadership on a diverse range of matters and helping the business move forward with confidence. A cornerstone of this role is leading our commercial legal strategy, specifically managing the velocity of SaaS negotiations for our US customer base. You will act as a true business partner, applying sound commercial intuition to complex legal matters and providing decisive guidance even in the face of ambiguity. If you're a lawyer who thrives on variety, wants to build something meaningful from the ground up, and is energized by being a genuine stakeholder in business outcomes — rather than one voice among many in a large legal department — this is an exciting place to do that work. Qualifications - 3–5 years of private practice experience, followed by 2+ years working in-house at a high-growth technology company. - Juris Doctor (JD) or equivalent and a member in good standing with the Law Society of Ontario. - A demonstrated ability to make commercial and risk-based decisions and operate with sometimes imperfect information — balancing legal soundness with business reality. - Strong familiarity with US commercial law and market standards (liability caps, indemnities, SaaS contracting norms), given our predominantly US-based customer base. - Proven ability to navigate ambiguity, manage a high volume of varied legal tasks autonomously, and build process where little exists. - Demonstrated proficiency with CRM (HubSpot), Contract Management Systems, and a genuine interest in Legal AI tools. Requirements - Lead the end-to-end review, drafting, and negotiation of SaaS master service agreements (MSAs), NDAs, and vendor contracts. - Work closely with Finance, Sales, and Leadership to ensure legal terms align with business objectives, revenue recognition policies, and long-term strategic goals. - Advise leadership on corporate governance matters, intellectual property protection, and regulatory compliance (e.g., Sanctions, AML, privacy). - Act as a legal stakeholder for our "Athennian Intelligence" initiatives, advising on data privacy, AI ethics, and intellectual property rights related to our automated legal workflows. - Identify and implement legal technology to reduce contract turnaround time and manage external counsel spend. Benefits - Minimum of 3 weeks vacation, 5 sick days, and 6 personal/flex days, plus a company-wide winter holiday shutdown. - Health, dental, and vision, long-term disability, and a Health Spending Account (HSA). - Flexible parental leave benefits, including top-ups. - A dedicated work-from-home allowance to get you set up for success.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Product Manager at Athennian, you help shape how modern governance operations are built for some of the world’s most complex organizations. Working closely with engineering, design, and customers, you identify meaningful problems and turn them into products that bring clarity and efficiency to corporate structures. This role is suited for someone motivated to build impactful software alongside talented teams. It requires strong product judgment, curiosity, and the ability to move quickly while making thoughtful decisions that advance the platform. You bring a collaborative mindset, learn from those around you, step in to guide when needed, and build strong partnerships across teams to deliver meaningful outcomes for our customers. Key Responsibilities - Talk to customers often. Develop a deep understanding of how legal, finance, and governance teams operate and where their workflows break down. - Set product direction and roadmap priorities, balancing customer needs, company goals, and technical feasibility. - Partner closely with Engineering and Design to turn complex problems into thoughtful, well-built product solutions. - Make clear product decisions using customer insight, market context, and commercial inputs such as pricing, packaging, and segmentation. - Work with Sales, Support, and Implementation to ensure product launches are well understood and successful for customers. - Define product requirements and user stories that help engineering teams build efficiently while maintaining a high bar for quality. - Stay informed on industry trends, regulatory changes, and how governance operations are evolving. - Use AI tools in day-to-day product work to prototype ideas, accelerate discovery, and explore new ways to solve customer problems. - Identify opportunities where emerging technologies, including AI, can meaningfully improve customer workflows. Qualifications - 3+ years of product management experience building B2B SaaS products. - A track record of owning product areas from discovery through launch and iteration. - Strong product judgment and the ability to make thoughtful trade-offs in fast-moving environments. - Experience working closely with engineering and design to deliver high-quality products. - Comfortable leading customer discovery and translating insights into product decisions. - Familiarity with AI tools and curiosity about how emerging technologies can improve products and workflows. - Clear communication and the ability to align teams around product direction and outcomes. - Previous experience in a startup/scale up environment. Nice to Have Skills - Experience working in Legal-tech, Fintech, or other complex enterprise software environments. Location We have embraced a distributed model of working to reach the best talent in the world. While some roles may require proximity to our Toronto, Calgary and Vancouver offices, roles based outside our office locations can be remote in Canada and the US. Please only apply if you are able to live and work full-time in the US and Canada. #LI-Remote Our Culture - Outcome Driven: We focus on setting ambitious goals and achieving measurable results. - Wide Responsibility: Our team is empowered to take ownership from problem identification to implementation. - Learning Mindset: We embrace curiosity and reject the status quo. - Strategic Speed: We make fast, effective decisions and embrace a bias for action. Benefits - We’re a remote-first company built on trust, autonomy, and accountability. - Work-Life Balance: Minimum of 3 weeks vacation, 5 sick days, and 6 personal/flex days, plus a company-wide winter holiday shutdown. - Comprehensive Coverage: Health, dental, and vision, long-term disability, and a Health Spending Account (HSA). - Family Support: Flexible parental leave benefits, including top-ups. - Remote Setup: A dedicated work-from-home allowance to get you set up for success.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Customer Success Manager (CSM) reporting to the Manager, Customer Success, you'll be the ultimate advocate for our clients, a strategic growth driver, a data-driven decision-maker, and a master collaborator. You'll build deep relationships, understand their unique needs, and empower them to achieve exceptional results by fully leveraging Athennian’s platform. You'll also be the voice of our clients, develop tailored success plans, analyze key metrics to drive improvement, and collaborate across teams to deliver a seamless experience. - Own and build strong, strategic relationships with a dedicated portfolio of customers - Drive customer renewal and retention, exceeding quarterly Net Dollar Retention (NDR) goals - Identify and capitalize on opportunities for revenue growth - Develop innovative strategies to increase customer engagement and product adoption - Collaborate with internal teams to ensure seamless onboarding and ongoing training - Serve as the primary point of contact for customer escalations, ensuring swift resolution - Provide insightful analysis and feedback to inform team decision-making and product roadmap recommendations - Execute quarterly business reviews with clients, identifying growth opportunities and addressing any concerns - Monitor customer health, proactively identifying and mitigating risks Qualifications - Proven success in a B2B SaaS environment, with 2+ years of experience thriving in a commercially-focused Customer Success role - A natural relationship-builder, skilled at fostering strong connections and trust with clients - Strategic and proactive in client interactions, consistently mitigating churn, driving adoption, and encouraging expansion - Proactive approach to assessing growth opportunities and experience driving deals through to close - Empathetic and customer-centric, with a passion for understanding and exceeding client expectations - Excellent communicator, adept at simplifying complex issues and conveying information clearly - Highly organized, collaborative, and detail-oriented, with a proven ability to manage projects and drive change effectively - Familiarity with the legal tech space and entity and/or equity management solutions - Travel expected based on book of business and internal/external company events Requirements - An understanding of managing SaaS solutions within highly regulated environments, particularly at the enterprise level - Experience working at a law firm or with an in-house legal team - Knowledge of and ongoing interest in the legal space and current events, regulations, etc. that may impact our customers and their business Benefits - We’re a remote-first company built on trust, autonomy, and accountability - Work-Life Balance: Minimum of 3 weeks vacation, 5 sick days, and 6 personal/flex days, plus a company-wide winter holiday shutdown - Comprehensive Coverage: Health, dental, and vision, long-term disability, and a Health Spending Account (HSA) - Family Support: Flexible parental leave benefits, including top-ups - Remote Setup: A dedicated work-from-home allowance to get you set up for success