NetDocuments

Title: Legal Innovation Partner Location: Remote United States Job Description: NetDocuments is the world's #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things and recognizing every interaction matters. NetDocuments provides rewarding career growth in an inclusive, diverse environment where employees are encouraged to openly contribute creative ideas and innovation, backed by supportive peers and leadership working together to achieve our goals as a unified team. At our core, we are dedicated to empowering our employees to drive successful business outcomes and better user experiences for our customers and partners. Our customer-centric approach and employee enablement has allowed us to enjoy many accolades, including being named among the 2022, 2023, & 2024 list of Inc. Magazine's 5000 Fastest-Growing Private Companies in America. Other recent awards include: - Five-time winner (2025, 2024, 2023, 2022, 2021) Top Workplace in the US by the Salt Lake Tribune - Four-time winner (2025, 2023, 2022, 2021) Best Companies to Work for by Utah Business magazine - Three-time winner (2025, 2023, 2022) Top Workplace Employee Appreciation and Employee Well-Being - Three-time winner (2024, 2023, 2022) Top Workplace Work-Life Flexibility - Three-time winner (2024, 2023, 2022) Top Workplace Compensation & Benefits - Two-time winner (2024, 2023) National Top Workplaces - Two-time winner (2024, 2023) Top Workplace Innovation - 2025 Remote Work - 2024 Technology Industry NetDocuments is a hybrid, remote-friendly workplace. Come join our team and work inspired each day! About the position NetDocuments is seeking a Legal Innovation Partner to be a senior individual contributor embedded in the firm relationships that matter most to NetDocuments. You are not a typical customer success manager - you are an expert in legal AI strategy and transformation who serves as the primary strategic advisor to a portfolio of law firm and legal department clients. You are responsible for their success with NetDocuments, and you own the renewal and expansion of that book of business. You will guide clients through every stage of their AI adoption journey - from understanding their current workflow and identifying high-impact use cases, through implementation, change management, and measurement of outcomes. Your clients trust you not just as a vendor contact, but as a thought partner. When they have a question about what legal AI means for their firm, you are who they call. What You'll Do - Own a portfolio of strategic law firm and legal department client relationships, serving as the primary advisor and point of accountability for their NetDocuments experience and AI transformation journey - Drive renewal and expansion within your assigned book of business - maintaining high net revenue retention rates and identifying meaningful upsell and cross-sell opportunities aligned to client needs - Develop and execute tailored AI adoption roadmaps for each client, working with firm leadership and legal technology teams to identify the highest-value use cases and build measurable adoption plans - Lead executive-level business reviews with firm management committees, CIOs, and Chief Innovation Officers - communicating ROI, adoption performance, and strategic direction clearly and confidently - Identify and escalate at-risk accounts proactively, partnering with Sales and Forward Deployed Engineers to develop and execute remediation plans - Collaborate with the Product and Engineering teams to channel client feedback into the product roadmap, advocating for the features and integrations that will drive adoption and stickiness in your portfolio - Contribute to the development of the LIP playbook - sharing what works with the broader Legal Innovation Partner team and helping establish best practices for AI transformation engagement - Represent NetDocuments at legal technology conferences, client advisory boards, and industry events - Other duties as assigned What You'll Need to be Successful - 8+ years of experience in legal technology, legal operations, enterprise customer success, or management consulting focused on the legal sector - Fluent in using AI for legal workflows and legal use - Direct experience owning client relationships and renewal/expansion outcomes in a B2B SaaS or legal technology environment - Fluency in law firm operations - you understand how firms are structured, how decisions get made, how technology is evaluated and adopted, and what drives attorney behavior - JD or equivalent legal industry experience strongly preferred. Prior law firm practice (associate or counsel level) is a significant advantage in establishing credibility with firm leadership - Proven ability to build trusted advisory relationships with senior law firm stakeholders, including partners, COOs, CIOs, and practice group leaders. - Comfort navigating complex, multi-stakeholder organizations and moving multiple workstreams simultaneously - Strong written and verbal communication skills, including the ability to design and deliver compelling client presentations and ROI narratives - Familiarity with legal AI applications, document management systems, and the broader LegalTech ecosystem - Ability to travel up to 25% to client sites and industry events What You'll Love About NetDocuments - The People! - 90% healthcare premiums company covered - HSA company contribution - 401K match at 4% with immediate vesting - Flexible PTO (typically 3 to 4 weeks a year) - 10 paid holidays - Monthly contributions for life activities & wellness - Access to LinkedIn learning with monthly dedicated time to explore Compensation Transparency The compensation range for this position is:  $190,000 - $210,000 plus bonus The posted cash compensation for this position includes on target earnings, base salary and variable if applicable. Some roles may qualify for overtime pay. Individual compensation packages are determined based on various factors specific to each candidate, such as career level, skills, experience, geographic location, qualifications, and other job-related considerations #LI-REMOTE #LI - HYBRID Equal Opportunity NetDocuments is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, individual qualifications, without regard to race, color, religion, sex, (including pregnancy), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity and/or expression, military and veteran status, or any other status protected by laws or regulations in the locations where we operate. NetDocuments believes diversity and inclusion among our employees is critical to our success, and we are committed to providing a work environment free of discrimination and harassment.

Title: Legal Consultant - Legal Tech Project Manager Location: United States, Remote Job Description: NetDocuments is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity without phone, video, and in person meetings and communications from emails using the @netdocuments.com domain. NetDocuments is the world’s #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things and recognizing every interaction matters. NetDocuments provides rewarding career growth in an inclusive, diverse environment where employees are encouraged to openly contribute creative ideas and innovation, backed by supportive peers and leadership working together to achieve our goals as a unified team. At our core, we are dedicated to empowering our employees to drive successful business outcomes and better user experiences for our customers and partners. Our customer-centric approach and employee enablement has allowed us to enjoy many accolades, including being named among the 2022, 2023, & 2024 list of Inc. Magazine’s 5000 Fastest-Growing Private Companies in America. Other recent awards include: - Five-time winner (2025, 2024, 2023, 2022, 2021) Top Workplace in the US by the Salt Lake Tribune - Four-time winner (2025, 2023, 2022, 2021) Best Companies to Work for by Utah Business magazine - Three-time winner (2025, 2023, 2022) Top Workplace Employee Appreciation and Employee Well-Being - Three-time winner (2024, 2023, 2022) Top Workplace Work-Life Flexibility - Three-time winner (2024, 2023, 2022) Top Workplace Compensation & Benefits - Two-time winner (2024, 2023) National Top Workplaces - Two-time winner (2024, 2023) Top Workplace Innovation - 2025 Remote Work - 2024 Technology Industry NetDocuments is a hybrid, remote-friendly workplace. Come join our team and work inspired each day! About the role NetDocuments is seeking a Legal Consultant to work with law firms and legal department clients to support their adoption of NetDocuments' platform and AI capabilities — helping attorneys, paralegals, and legal operations professionals understand, embrace, and effectively use the tools that are reshaping how legal work gets done. Must have Legal experience, Legal Tech experience and knowledge of AI tools. This role is intentionally designed as a development opportunity. We are looking for people who are early in their legal technology or legal operations career, deeply curious about the intersection of law and AI, and motivated to grow. High-performing Legal Consultants can expect a clear path to Senior LC/PM within 18 months, and from there, to either the Legal Innovation Partner track or the Forward Deployed Engineering track based on their interests and strengths. What You’ll Do - Support Senior Legal Consultants and Legal Innovation Partners in delivering client adoption programs, training sessions, and change management initiatives - Facilitate training webinars, onboarding sessions, and workflow workshops for client users at law firms and legal departments - Assist in developing training content, adoption guides, workflow documentation, and enablement resources - Monitor client adoption metrics and engagement data, preparing reports and identifying trends for the supervising LC/PM or LIP - Respond to client enablement inquiries, coordinating with Legal Innovation Partners and the technical team to ensure issues are addressed promptly - Develop a deep working knowledge of the NetDocuments platform, AI features, and integration ecosystem — becoming a trusted resource for clients navigating day-to-day platform questions - Support the development and maintenance of internal LC/PM team playbooks, knowledge base articles, and enablement templates - Build relationships with client legal technology and operations contacts, contributing to a positive and productive ongoing engagement - Other duties as assigned What You’ll Need to be Successful - 2+ years of experience in legal operations, legal technology, legal consulting, or a related field — or a JD with meaningful interest in legal technology and a desire to move into a non-traditional legal career - Working knowledge of AI tools and their practical business applications mainly pertaining to legal uses and workflows - Basic familiarity with law firm or in-house legal department operations — you understand the environment your clients work in, even if you are still building deep expertise - Strong communication skills — written and verbal. You can facilitate a meeting, write a clear follow-up email, and present a training deck without stage fright - Organized and detail-oriented — you manage multiple workstreams simultaneously and follow through on commitments reliably - Curiosity about legal AI and technology — you are the kind of person who reads about what is happening in legal tech and gets excited about its implications - Collaborative and coachable — you take feedback well, ask good questions, and are invested in your own development - Experience with LegalTech platforms, document management systems, or Microsoft 365 is a plus - Ability to travel up to 10% to client sites and team events What You’ll Love About NetDocuments - The People! - 90% healthcare premiums company covered - HSA company contribution - 401K match at 4% with immediate vesting - Flexible PTO (typically 3 to 4 weeks a year) - 10 paid holidays - Monthly contributions for life activities & wellness - Access to LinkedIn learning with monthly dedicated time to explore Compensation Transparency The compensation range for this position is: $80,000 - $90,000 plus bonus The posted cash compensation for this position includes on target earnings, base salary and variable if applicable. Some roles may qualify for overtime pay. Individual compensation packages are determined based on various factors specific to each candidate, such as career level, skills, experience, geographic location, qualifications, and other job-related considerations Equal Opportunity NetDocuments is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, individual qualifications, without regard to race, color, religion, sex, (including pregnancy), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity and/or expression, military and veteran status, or any other status protected by laws or regulations in the locations where we operate. NetDocuments believes diversity and inclusion among our employees is critical to our success, and we are committed to providing a work environment free of discrimination and harassment.

Title: Principal Software Engineer - AI Location: United States Job Description: NetDocuments is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity without phone, video, and in person meetings and communications from emails using the @netdocuments.com domain. NetDocuments is the world's #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things and recognizing every interaction matters. NetDocuments provides rewarding career growth in an inclusive, diverse environment where employees are encouraged to openly contribute creative ideas and innovation, backed by supportive peers and leadership working together to achieve our goals as a unified team. At our core, we are dedicated to empowering our employees to drive successful business outcomes and better user experiences for our customers and partners. Our customer-centric approach and employee enablement has allowed us to enjoy many accolades, including being named among the 2022, 2023, & 2024 list of Inc. Magazine's 5000 Fastest-Growing Private Companies in America. Other recent awards include: - Five-time winner (2025, 2024, 2023, 2022, 2021) Top Workplace in the US by the Salt Lake Tribune - Four-time winner (2025, 2023, 2022, 2021) Best Companies to Work for by Utah Business magazine - Three-time winner (2025, 2023, 2022) Top Workplace Employee Appreciation and Employee Well-Being - Three-time winner (2024, 2023, 2022) Top Workplace Work-Life Flexibility - Three-time winner (2024, 2023, 2022) Top Workplace Compensation & Benefits - Two-time winner (2024, 2023) National Top Workplaces - Two-time winner (2024, 2023) Top Workplace Innovation - 2025 Remote Work - 2024 Technology Industry NetDocuments is a hybrid, remote-friendly workplace. Come join our team and work inspired each day! What You'll Do NetDocuments is seeking a Principal Software Engineer to lead the design and development of AI-powered solutions that enhance how legal professionals work. In this role, you will serve as a technical leader, driving architecture, guiding engineering teams, and partnering closely with Product and Design to deliver scalable, high-quality applications. This is a hands-on role combining deep technical expertise with mentorship and strategic influence, where you will shape the direction of AI-driven development across the platform. You will: Lead Technical Strategy & Architecture - Define and drive the technical direction for AI-enabled products and platform capabilities. - Design scalable, high-performance architectures and document solutions through clear diagrams and technical specifications. - Break down complex systems into simple, maintainable components while ensuring long-term scalability and reliability. - Partner with Principal and Distinguished Engineers to design and build robust, distributed systems. Build & Deliver High-Quality Solutions - Contribute directly to the codebase (approximately 70% hands-on), building and delivering full-stack applications in a production environment. - Develop and integrate AI-driven capabilities using leading AI providers. - Ensure systems meet performance, reliability, and quality standards through testing, monitoring, and optimization. - Implement and maintain APIs using REST and GraphQL. Drive Innovation & Technical Excellence - Research, evaluate, and prototype new technologies, tools, and approaches through proof-of-concepts. - Stay current with emerging development practices, particularly in AI and cloud-native technologies. - Continuously improve system performance, observability, and operational health through logging, telemetry, and proactive monitoring. Mentor & Collaborate - Mentor and guide engineers, supporting their technical growth and ensuring successful project delivery. - Collaborate cross-functionally with Product, Design, and Engineering teams to align on priorities and execution. - Lead by example in fostering a culture of quality, ownership, and continuous improvement. What You'll Need to be Successful - 8+ years of software engineering experience, including building and delivering production-grade applications. - 3+ years of experience in a technical leadership role. - Strong expertise in full-stack development, with experience in technologies such as C#, .NET, React, Java, or Angular (C# and React preferred). - Experience working with AI platforms or providers such as OpenAI, Anthropic, or similar. - Deep understanding of system design, architecture, and distributed systems. - Experience building and consuming APIs using REST and/or GraphQL. - Experience with cloud-native technologies, including AWS and/or Azure. - Strong problem-solving skills with the ability to decompose complex challenges into practical solutions. - Excellent collaboration, communication, and interpersonal skills. - Ability to work independently and lead initiatives with minimal oversight. What Will Make You Stand Out - Experience with distributed systems and event-driven architectures. - Deep experience with AWS or other cloud platforms. - Familiarity with modern frontend architectures such as Module Federation. - Experience in legal technology or other regulated industries. - Proven ability to lead large, cross-functional technical initiatives. What You'll Love About NetDocuments - The People! - HSA company contribution - 401K match at 4% - Flexible PTO (typically 3 to 4 weeks a year) - 10 paid holidays - Monthly contributions for life activities & wellness - Access to LinkedIn learning with monthly dedicated time to explore Compensation Transparency The compensation range for this position is: $205,000 - $225,000 The posted cash compensation for this position includes on target earnings. Some roles may qualify for overtime pay. Individual compensation packages are determined based on various factors specific to each candidate, such as career level, skills, experience, geographic location, qualifications, and other job-related considerations. Equal Opportunity NetDocuments is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, individual qualifications, without regard to race, color, religion, sex, (including pregnancy), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity and/or expression, military and veteran status, or any other status protected by laws or regulations in the locations where we operate. NetDocuments believes diversity and inclusion among our employees is critical to our success, and we are committed to providing a work environment free of discrimination and harassment.

Title: Senior Manager, Product Design Location: Remote United States Job Description: NetDocuments is the world's #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things and recognizing every interaction matters. NetDocuments provides rewarding career growth in an inclusive, diverse environment where employees are encouraged to openly contribute creative ideas and innovation, backed by supportive peers and leadership working together to achieve our goals as a unified team. At our core, we are dedicated to empowering our employees to drive successful business outcomes and better user experiences for our customers and partners. Our customer-centric approach and employee enablement has allowed us to enjoy many accolades, including being named among the 2022, 2023, & 2024 list of Inc. Magazine's 5000 Fastest-Growing Private Companies in America. Other recent awards include: - Five-time winner (2025, 2024, 2023, 2022, 2021) Top Workplace in the US by the Salt Lake Tribune - Four-time winner (2025, 2023, 2022, 2021) Best Companies to Work for by Utah Business magazine - Three-time winner (2025, 2023, 2022) Top Workplace Employee Appreciation and Employee Well-Being - Three-time winner (2024, 2023, 2022) Top Workplace Work-Life Flexibility - Three-time winner (2024, 2023, 2022) Top Workplace Compensation & Benefits - Two-time winner (2024, 2023) National Top Workplaces - Two-time winner (2024, 2023) Top Workplace Innovation - 2025 Remote Work - 2024 Technology Industry NetDocuments is a hybrid, remote-friendly workplace. Come join our team and work inspired each day! What You'll Do NetDocuments is seeking a Senior Manager, Product Design to lead the design and research efforts shaping our next generation of products, including AI-powered experiences that are transforming how legal professionals draft, review, and organize their work. In this role, you will lead a multidisciplinary UX team, define how AI capabilities are integrated into the product, and partner closely with Product and Engineering leadership to deliver intuitive, trustworthy, and high-impact user experiences. You will operate at the intersection of design leadership, product strategy, and emerging AI technologies, influencing both product direction and how design operates across the organization. You will: Drive AI Product Strategy & Experience Vision - Lead UX strategy for AI-powered products, partnering with product and engineering leadership to shape roadmap priorities and long-term experience vision. - Define how AI surfaces in the product, including patterns for trust, transparency, explainability, and user control. - Guide product direction by balancing customer needs, business goals, and technical feasibility. - Represent design in planning, roadmap, and executive-level discussions, influencing decisions through data, research, and design expertise. Define Design Systems & Scalable Experience Patterns - Own and evolve design system strategy, including governance, contribution models, and cross-team adoption. - Establish design patterns for AI interactions, such as conversational interfaces, progressive disclosure, confidence indicators, and feedback loops. - Ensure consistency, scalability, and quality across all product surfaces. - Drive alignment between AI capabilities and the broader product ecosystem. Elevate Craft & Design Quality Across Teams - Set and maintain a high bar for design quality across interaction design, visual design, content, and system thinking. - Establish design review processes, quality standards, and evaluation methods including accessibility and usability best practices. - Define what great AI-powered professional workflows look like and ensure consistent execution across teams. Lead Team & Influence Design Culture - Lead, mentor, and grow a team of product designers and UX researchers, fostering strong performance, collaboration, and career development. - Champion the adoption of AI tools within the design organization to accelerate research, prototyping, and design workflows. - Identify opportunities to integrate AI into team processes to improve efficiency and output quality. - Partner with product, engineering, and research leadership to evolve design operations, processes, and organizational effectiveness. - Promote a culture of inclusive design, continuous improvement, and evidence-based decision-making. What You'll Need to Be Successful - 8+ years of UX experience, with 4+ years managing designers and/or researchers. - Experience leading UX across multiple teams or product areas in complex SaaS or enterprise environments. - Strong foundation in user-centered design, UX research, and design systems. - Proven ability to influence product strategy, align stakeholders, and communicate effectively at all levels, including executive leadership. - A portfolio demonstrating design leadership, systems thinking, and measurable user and business impact. - Ability to operate in ambiguity, balance strategic vision with execution, and manage multiple priorities. - Strong collaboration skills with product and engineering partners. - AI & Emerging Technology Experience - Experience designing AI-powered or intelligent product features, such as conversational interfaces, recommendations, or AI-assisted workflows. - Understanding of AI-specific UX challenges including trust, explainability, and graceful failure. - Familiarity with AI tools such as Claude, ChatGPT, or similar, and their application in design workflows. - Curiosity and a growth mindset toward emerging technologies and their impact on product and design. What Will Make You Stand Out - Experience designing for legal technology or other regulated, complex domains. - Experience scaling design systems and practices across multiple teams. - Demonstrated success integrating AI into both product experiences and internal team workflows. - Strong perspective on the future of AI in professional software and UX design. What You'll Love About NetDocuments - The People! - 90% healthcare premiums company covered - HSA company contribution - 401K match at 4% - Flexible PTO (typically 3 to 4 weeks a year) - 10 paid holidays - Monthly contributions for life activities & wellness - Access to LinkedIn learning with monthly dedicated time to explore Compensation Transparency The compensation range for this position is: $160,000 - $180,000 The posted cash compensation for this position includes on-target earnings. Individual compensation packages are determined based on factors such as experience, skills, location, and other job-related considerations. Equal Opportunity NetDocuments is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, individual qualifications, without regard to race, color, religion, sex, (including pregnancy), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity and/or expression, military and veteran status, or any other status protected by laws or regulations in the locations where we operate. NetDocuments believes diversity and inclusion among our employees is critical to our success, and we are committed to providing a work environment free of discrimination and harassment.

• Own how NetDocuments structures legal knowledge • Build the evaluation discipline for legal AI at NetDocuments • Develop our legal skill strategy • Define legal taxonomy and structure • Hire and lead a small team of legal engineers • Work across all of R&D • Anticipate the questions a legal professional would ask

• Drive Strategy & Execution • Shape and execute the long-term engineering strategy for PatternBuilder Document Automation initiatives, aligning technology direction with business priorities • Collaborate with Product and Architecture leaders to translate customer needs and emerging technologies into scalable solutions • Build and maintain a robust roadmap for the PatternBuilder engineering organization, balancing innovation with operational excellence • Oversee delivery execution across multiple teams to ensure high-quality, on-time releases • Lead & Develop High-Performing Teams • Manage and mentor Engineers and Technical staff, fostering a culture of trust, collaboration, and continuous improvement • Guide hiring, performance management, and career development to build diverse, high-impact teams • Create an environment that attracts top engineering talent and empowers them to deliver their best work • Cross-Functional Collaboration & Stakeholder Management • Partner with Product Management and Design to define priorities and ensure strategic alignment across departments • Present technical strategies, roadmaps, and progress to senior leadership in clear, business-focused terms • Serve as a bridge between technical and non-technical stakeholders—translating complex technical concepts into actionable business insights • Drive engagement and communication across distributed teams and business units • Technical Leadership & Oversight • Maintain strong working knowledge of technologies such as Ruby on Rails, C#, React, microservices, Azure, AWS, and containerized deployments—but focus on guiding teams rather than day-to-day coding • Champion best practices for architecture, reliability, and scalability across engineering and platform systems • Ensure Automation solutions are designed securely and meet compliance, performance, and privacy standards • Promote experimentation and responsible adoption of emerging AI technologies • Culture & Innovation • Foster a growth mindset, continuous learning, and experimentation within the engineering organization • Cultivate a collaborative engineering culture that values quality, innovation, and transparency • Encourage contributions to open-source and knowledge sharing across the company

• Lead, coach, and develop a team of approximately 5–6 software engineers and software test engineers. • Foster a culture of trust, collaboration, accountability, and continuous improvement. • Partner with recruiting to attract and hire exceptional engineering talent. • Support career growth through mentorship, feedback, and performance development. • Create the conditions for engineers to do their best work. • Partner closely with Product, Design, and platform engineering teams to turn customer needs into scalable software solutions. • Help build and execute a roadmap that balances customer-facing impact, technical excellence, and long-term platform durability. • Guide your team through planning, execution, and delivery while holding a high bar for quality. • Lead through ambiguity — sequencing the work, derisking it, and adjusting as we learn from real users. • Coordinate across multiple engineering teams contributing to a shared product vision — a meaningful portion of this role is unlocking work that crosses team boundaries. • Communicate priorities, risks, and progress clearly to technical and non-technical stakeholders. • Build the partnerships that drive alignment and execution across the organization. • Provide technical guidance and architectural input while empowering engineers to own implementation details. • Champion modern engineering practices, including CI/CD, cloud-native architectures, observability, automated testing, and scalable system design. • Advocate for highly reliable, maintainable, and secure software. • Promote best practices in usability, accessibility, and front-end architecture as the team builds customer-facing experiences and a design system that scales. • Foster a growth mindset and a culture of continuous learning. • Encourage experimentation, thoughtful problem-solving, and learning from incidents. • Cultivate transparency, ownership, and customer impact across the team. • Support knowledge sharing and technical excellence across teams.

• Lead Cloud Financial Strategy & Governance • Drive FinOps practices across AWS and Azure using the FinOps Foundation Framework domains • Establish and maintain cost allocation models, tagging standards, and governance frameworks • Develop and enforce cloud financial policies, standards, and operational best practices • Partner with leadership to support cloud cost reduction initiatives and long-term infrastructure efficiency goals • Drive Cost Visibility & Financial Insights • Own and manage CloudZero configuration, including taxonomy, tagging governance, and cost allocation rules • Deliver actionable reporting and analysis for Engineering, Product, Finance, and leadership stakeholders • Maintain visibility across AWS, Azure, Datadog, Elastic, and related platforms • Advance cost intelligence initiatives, including unit economics and cost-per-customer analysis • Optimize Cloud & SaaS Spend • Identify and drive optimization opportunities across Reserved Instances, Savings Plans, rightsizing, storage optimization, and SaaS licensing • Develop and maintain utilization and cost-per-unit reporting across key infrastructure and vendor platforms • Partner with Engineering teams to improve cost-aware architecture and operational decision-making • Track optimization initiatives through measurable outcomes and ongoing KPI reporting • Build & Scale the FinOps Practice • Embed FinOps processes into budgeting, forecasting, operational reviews, and engineering workflows • Coach Engineering and CloudOps teams on cost accountability and sustainable financial operations • Automate repeatable governance and reporting workflows using SQL, Python, and infrastructure tooling • Drive adoption of emerging FinOps standards • Support Emerging AI & Platform Cost Management

• Build and own a proactive global public relations calendar, including earned media, executive thought leadership, analyst relations, and customer storytelling. • Lead and manage PR agency and agency strategy; define the right go-forward agency model and manage scope, performance, and budget. • Strengthen executive thought leadership; identify opportunities, provide strategic guidance, and support NetDocuments leaders in sharing their expertise. • Establish and run a strong analyst relations program across the major legal-tech and enterprise software analyst firms in close partnership with our deep product and market experts. • Partner across our broader partner ecosystem to identify and execute joint public relations opportunities with strategic partners. • Build out regional PR strategy across EMEA and APAC; identify where to go deeper with regional agencies or in-region resources. • Work closely with our industry experts to stay up-to-date on product, buyer needs, and the competitive landscape.

• Directly manage and coach Account Executives across the Corporate sector, driving consistent, predictable revenue and pipeline health. • Recruit, interview, and hire new AEs and future leaders; partner with Talent/HR to build high-performing teams and effective onboarding processes. • Manage AEs through 6 and 7 figure deal values sales cycles across 6–12-month sales cycles. • Establish an enterprise deal governance process (capture plans, exec sponsors, competitive strategy) and a short-cycle playbook for new AEs (prospecting, qualification, MEDDICC/BANT hygiene, closing). • Shape go-to-market strategy for new logo acquisition and expansion across the commercial vertical. • Partner with Product, Marketing, and Customer Success to align messaging, enablement, and cross-sell/renewal motions. • Deliver recurring coaching, performance management, and career development for direct reports.