PERSUIT

• Lead and manage onboarding for law firms joining the platform • Build strong relationships with law firm contacts across IT, operations, and legal leadership • Configure law firm setups and ensure accurate, timely data delivery • Respond to and resolve inbound support tickets across the Apperio and PERSUIT platforms • Identify opportunities to improve onboarding processes, documentation, and workflows • Work closely with Delivery, Product, Engineering, and Client Experience teams to resolve issues

• Own and manage onboarding for multiple enterprise clients simultaneously, guiding them through each phase of implementation and ensuring a successful transition to the Customer Success team. • Lead kickoff calls, onboarding meetings, and training sessions while building trusted relationships with senior legal and operational stakeholders. • Coordinate onboarding timelines, track milestones, and manage risks across multiple client projects to ensure successful and timely implementations. • Support clients through organizational change by developing communication plans, delivering training sessions, and helping stakeholders adopt the platform. • Partner closely with Customer Success, Product, Engineering, and other internal teams to resolve blockers and deliver a seamless onboarding experience. • Contribute to the evolution of onboarding playbooks, documentation, and processes to improve onboarding efficiency and client outcomes as the business scales.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Customer Experience team plays a critical role in ensuring our clients successfully adopt and realize value from the PERSUIT platform. Through thoughtful onboarding and strong stakeholder engagement, the team helps legal departments launch programs that transform how they work with outside counsel. We are looking for an experienced and driven Onboarding Manager to join our team. In this role, you will lead the onboarding of enterprise clients to the PERSUIT platform, working closely with senior legal and operations stakeholders to ensure a smooth, successful implementation. You will manage complex onboarding projects, guide clients through change management and platform adoption, and partner with cross-functional teams to deliver an exceptional onboarding experience. As we continue to scale, you will also play an important role in refining our onboarding strategy, processes, and playbooks. This role is ideal for someone who enjoys managing complex projects, building trusted relationships with senior stakeholders, and helping organizations adopt new technology and ways of working. Key Responsibilities - Client Onboarding Leadership: Own and manage onboarding for multiple enterprise clients simultaneously, guiding them through each phase of implementation and ensuring a successful transition to the Customer Success team. - Stakeholder Engagement: Lead kickoff calls, onboarding meetings, and training sessions while building trusted relationships with senior legal and operational stakeholders. - Project & Implementation Management: Coordinate onboarding timelines, track milestones, and manage risks across multiple client projects to ensure successful and timely implementations. - Change Management & Training: Support clients through organizational change by developing communication plans, delivering training sessions, and helping stakeholders adopt the platform. - Cross-Functional Collaboration: Partner closely with Customer Success, Product, Engineering, and other internal teams to resolve blockers and deliver a seamless onboarding experience. - Operational Improvement: Contribute to the evolution of onboarding playbooks, documentation, and processes to improve onboarding efficiency and client outcomes as the business scales. Qualifications - 3–6 years of experience in a client-facing role such as consulting, SaaS implementation, customer success, project management, or professional services. - Proven experience managing multiple projects or client implementations simultaneously. - Strong ability to build relationships with senior stakeholders and communicate effectively across organizations. - Demonstrated experience leading client onboarding, implementation, or change management initiatives. - Experience working in SaaS, consulting, legal operations, or technology environments is preferred. - Comfortable using project management tools such as JIRA, Asana, Monday, or similar platforms. - Strong presentation and communication skills, with the ability to guide stakeholders through complex processes. - Ability to analyze information, track project progress, and proactively identify risks or blockers. Requirements - You might be a great fit if you have experience in: - SaaS onboarding or implementation roles. - Consulting or professional services environments. - Customer success or client delivery teams. - Legal operations or legal technology. - Project management in fast-paced startup or technology environments. Benefits - Health Care Plan (Medical, Dental & Vision) - Retirement Plan (401k, IRA) - Paid Time Off (Vacation, Sick & Public Holidays) - Family Leave (Maternity, Paternity) - Training & Development - Wellness Resources

The Delivery team plays a critical role in connecting PERSUIT’s corporate clients with their law firms through the Apperio platform—ensuring seamless onboarding, reliable data delivery, and a strong user experience. The Role We are hiring a Law Firm Operations & Support Associate to join our Delivery team at PERSUIT. In this role, you will help connect law firms, corporate clients, and our technology, ensuring a seamless onboarding experience and reliable data delivery across the platform. You will guide law firms through onboarding, support early adoption of Apperio, and build strong relationships with stakeholders across IT, operations, and legal teams. If you enjoy solving problems, working with data, and collaborating across teams, this role offers a unique opportunity to grow at the intersection of legal operations and technology. Key Responsibilities Law Firm Onboarding Lead and manage onboarding for law firms joining the platform. You will initially observe and co-lead onboarding engagements before progressing to independently managing multiple implementations. Stakeholder Engagement Build strong relationships with law firm contacts across IT, operations, and legal leadership to drive engagement and ensure timely participation in onboarding activities. Platform Configuration & Data Delivery Configure law firm setups and ensure accurate, timely data delivery through the platform. Technical Support Respond to and resolve inbound support tickets across the Apperio and PERSUIT platforms, troubleshooting issues and coordinating with internal teams as needed. Operational Improvement Identify opportunities to improve onboarding processes, documentation, and workflows as the function continues to scale. Cross-Functional Collaboration Work closely with Delivery, Product, Engineering, and Client Experience teams to resolve issues and continuously improve the onboarding and support experience. This role is open to U.S.-based candidates only. While the position is remote, we have a strong preference for candidates located in New York. Candidates must have current, valid work authorization in the country where the role is based. Unfortunately, we are not able to provide sponsorship for visas or work permits at this time.

• Lead complex outside counsel management engagements across corporate legal departments. • Serve as a senior trusted advisor to executive stakeholders, including General Counsel, Heads of Legal Operations, and Procurement leaders. • Provide end-to-end advisory across matter intake, panel design, strategic sourcing, fee structuring, legal project management, e-billing, invoice review, and spend governance. • Translate data and operational insights into strategic recommendations that improve cost control, performance management, and program maturity. • Lead project execution alongside Consultants and Analysts, ensuring high-quality, on-time delivery. • Provide mentorship, coaching, and structured feedback to junior team members. • Oversee workstreams, manage timelines, and ensure consistency in advisory methodology and outputs. • Develop and refine standardized frameworks, playbooks, templates, and methodologies for outside counsel management. • Codify repeatable advisory approaches across intake, matter management, LPM, panel governance, and e-billing. • Contribute to evolving PERSUIT’s advisory model and internal knowledge base. • Lead sophisticated spend analyses and diagnostic assessments to uncover trends, risks, and optimization opportunities. • Guide consultants and analysts in advanced data interpretation and storytelling. • Ensure advisory recommendations are grounded in measurable financial and operational impact. • Contribute to webinars, reports, and industry events. • Represent LAT in client and prospect engagements. • Help position PERSUIT as a market leader in outside counsel management strategy and innovation. • Partner closely with Client Experience, Sales, Product, Engineering, Marketing, and Data teams to ensure alignment between market needs and product evolution. • Provide structured client feedback to influence roadmap and go-to-market strategies.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Legal Advisory Team (LAT) serves as the key strategic partner to PERSUIT’s clients. We are seeking a senior, strategic, and operationally experienced Legal Advisory Manager to lead high-impact advisory engagements and elevate the maturity of outside counsel management programs across our client base. This role goes beyond individual client delivery. The Legal Advisory Manager will lead complex advisory workstreams, manage and mentor consultants and analysts, and help define the standards and playbooks that shape both PERSUIT’s methodology and broader market best practices. The ideal candidate brings deep, end-to-end experience in outside counsel management, spanning: - Matter intake - Matter management - Legal project management (LPM) - Alternative fee arrangements - E-billing - Invoice review through payment This individual understands how legal departments operate holistically and can translate that expertise into scalable frameworks and measurable client impact. By joining PERSUIT, you will not only advise sophisticated legal departments but also help build the infrastructure, thought leadership, and best practices that define the future of outside counsel management. This role is open to U.S.-based candidates only. While the position is remote, we have a strong preference for candidates located in New York. Candidates must have current, valid work authorization in the country where the role is based. Unfortunately, we are not able to provide sponsorship for visas or work permits at this time. Qualifications - Minimum of 8–10 years of relevant experience. - Significant client-facing consulting or in-house legal operations leadership experience. - Demonstrated experience leading complex projects and managing stakeholders at senior executive levels. Requirements - Deep, practical experience in outside counsel management across the full lifecycle, including: - Matter intake and governance - Matter management systems - Legal project management (LPM) - Alternative fee arrangements - Strategic sourcing and panel management - E-billing implementation and invoice review processes - Experience within corporate legal departments, legal operations, consulting, or law firm pricing/operations functions. - Advanced data literacy with the ability to independently manipulate, analyze, and interpret large data sets. - Experience translating financial and operational data into executive-level recommendations. - Comfort with Excel and analytical tools; familiarity with e-billing or matter management platforms is strongly preferred. Benefits - Health Care Plan (Medical, Dental & Vision) - Retirement Plan (401k, IRA) - Paid Time Off (Vacation, Sick & Public Holidays) - Family Leave (Maternity, Paternity) - Training & Development - Wellness Resources Attributes - Executive Presence: Confident advising senior stakeholders and influencing strategic decisions. - Strategic Operator: Able to zoom out to define vision while also diving into operational details and analysis. - Builder Mindset: Passionate about developing frameworks, playbooks, and scalable advisory infrastructure. - Collaborative Leader: Effective at mentoring junior team members and working cross-functionally. - Data-Driven: Uses structured analysis to guide recommendations and decision-making. - Adaptable: Thrives in dynamic environments and embraces ambiguity. - Industry Curious: Passionate about legal operations, legal technology, and shaping the future of outside counsel management.

Position Summary Effectual Cloud Application Engineers (CAEs) are members of the Professional Services (PS) team responsible for ensuring that customer-facing projects are delivered with exceptional customer satisfaction and technical excellence. This particular role is intended to be filled by someone with a strong Java background. What makes a successful CAE? Cloud Application Engineers are skilled and experienced developers who stay current on leading practice, act in the interests of our customers to deliver fit-for-purpose solutions to their needs, and balance competing priorities between multiple parallel project delivery to achieve defined business outcomes on behalf of our customers. Cloud Application Engineers are problem solvers who see blockers and challenges as opportunities to find a new path to success; the words “good enough” and “impossible” aren’t in their vocabulary. Cloud Application Engineers take accountability for achieving desired outcomes and have a passion for supporting the high-quality delivery of technical projects. Essential Duties and Responsibilities Essential functions include, but are not limited to the following: Develop Java-based software according to published standards, guidelines, and development schedule, including code standards and user interface design guidelines Perform code review for developers’ submitted code and provide feedback for code improvements based on leading practices Perform pull requests / merge requests, branch management, and builds and deployments Build, deploy, and maintain CI/CD pipelines for various stacks Support and maintain existing Java software functionality; to investigate, analyze and correct identified defects Improve the maintainability and performance of existing software through application refactoring Adhere to leading software development practices in the execution of work (e.g.: creating unit tests, inline code documentation, establishing API specifications) Ensure tasks are clearly defined and ready for execution (e.g.: clarifying user acceptance criteria, establishing definition-of-done, pointing stories to understand LOE, etc.) Clearly and regularly communicate with management and technical support colleagues Propose and assess solutions to design problems, including identifying and evaluating new technologies and third-party components Interpret written business requirements and technical specifications to complete estimates for change requests

• Owning a portfolio of law firms in the US, overseeing the full customer lifecycle, from onboarding through adoption, expansion, advocacy and renewal. • Crafting strategic, data-driven success plans for firms, based on their goals and areas of untapped PERSUIT potential and value. • Managing projects and stakeholders to keep deliverables on track. • Running high impact meetings as you engage, consult, challenge and strategise with law firms around best practices in legal pricing, business development, and RFP and AFA strategies. • Training firms and investing in their self-service PERSUIT program, adoption and scalable enablement. Then driving ongoing change management. • Leading commercial growth opportunities through upsells and expansions. • Building relationships and trust with stakeholders, converting them from users to advocates, and acting as the voice of the customer for product feedback. • Orchestrating PERSUIT’s internal specialist resources (executives, product, engineering, support, marketing etc) to deliver outcomes for firms. • Contributing to internal projects, such as content creation or process improvement.