• Serve as the primary point of contact between the Customer team and technical decision-makers, determining ownership, routing priorities, and facilitating clear communication when deliverables span multiple areas. • Build and maintain a Live Tracker of open items with Technical teams; share status with the Customer Decision Maker regularly, taking initiative to resolve with urgency and in support of end-customer objectives. • Coordinate badge and hardware troubleshooting and installation logistics with Customer Success and the Infrastructure Technical team. • Collaborate with Sales, Customer Success and Product to define and refine customer program KPIs, use cases and business case; validate feasibility and propose timelines based on input from Technical Teams. • Facilitate technical communications and requirements gathering between customers and Technical Teams. • Support Product and Commercial teams in formulating comprehensive pilot scopes, defining KPIs, and establishing clear KPI measurement methodologies. • Develop and manage detailed project timelines that account for internal engineering development cycles, data operations needs, and external customer requirements and dependencies. • Own the program timeline from kick-off to close; track milestones, dependencies, and blockers. Be the forcing function that ensures momentum and on-time delivery. • Manage lab and store install scheduling and coordination with the Infrastructure Technical Team and Customer Success. • Secure and organize all customer inputs required by Technical Teams; planograms, images, reference data, and other assets. • Initiate data collection workflows and manage associated dependencies. • Own the weekly internal customer team meeting with Technical Team; set the agenda, drive decisions, and ensure follow-through on actions. • Ensure Sales and Customer Success have timely, accurate information from Technical Teams, and vice versa. • Own internal communication across Engineering, Product, and Customer/Commercial teams, acting as the primary source of truth for pilot status. • Use your Issue Tracker and Program Timeline track pilot program status, surface blockers, and communicate risks to stakeholders on a regular and consistent basis. • Serve as the primary technical point of contact for Customer Team on all matters related to technical planning and installation; liaise and involve internal technical teams for timely and accurate resolution. • Escalate blockers to the Customer Team Decision Maker when resolution requires prioritization or cross-Team collaboration. • Work closely with the Customer Team Decision Maker on a day-to-day basis to ensure priorities are accurately understood and communicated.

Role Description Spellbook is looking for a Legal Solutions Architect to serve as our in-house legal expert and product strategist. This is a unique opportunity for a transactional lawyer who wants to step beyond the billable hour and into a high-impact role at the intersection of legal practice, product design, and sales enablement. You’ll work hand in hand with our Customer Success, Product, and Sales teams to make sure Spellbook actually works for lawyers in their day-to-day practice. Your background in transactional law, especially if you’ve been on both sides of the table (private practice and in-house), will help you understand customer pain points, translate them into clear workflows, and guide teams through implementation, training, and ongoing support so they see real, measurable value from Spellbook. If you're energized by legal tech, passionate about improving how lawyers work, and excited to scale your impact across hundreds of legal teams, we’d love to meet you. Responsibilities - Partner with larger in-house legal teams and private practice transactional groups to map their existing workflows and configure Spellbook so it fits naturally. - Translate real-world transactional workflows and customer feedback into clear, actionable product features and enhancements that improve adoption and measurable value. - Work closely with Customer Success Managers to support onboarding and ongoing success, joining sales calls, demos, and RFPs as a legal expert and helping drive adoption through targeted training and tailored guidance. - Develop scalable playbooks, configuration guides, and training materials for in-house teams and transactional practice groups, and turn these into refined product training packs, comprehensive documentation, and impactful thought-leadership content. - Represent Spellbook in webinars, CLE sessions, and industry events, showcasing practical workflows, customer outcomes, and our product leadership. - Support customers and internal teams with additional responsibilities and projects as needed, including troubleshooting workflow issues and refining best practices. - Other responsibilities as required. Qualifications - A qualified lawyer with 3–5 years of transactional experience, ideally with a mix of law firm and in-house exposure. - Deep familiarity with contract negotiation, drafting, and review workflows. - An understanding of Large Language Models and the modern AI landscape. - A natural self-starter with strong product instincts—you’re excited to build, iterate, and drive things forward without waiting for a playbook. - Comfortable working cross-functionally with product managers, engineers, sales teams, and external customers. - Strong communicator with experience presenting to legal and business audiences (bonus points if you’ve led CLEs or training). Nice to Haves - Experience working with or at a legal tech or SaaS company. - Familiarity with sales processes, RFPs, or customer enablement in a B2B setting. - Technical curiosity or experience working with product/engineering teams. Benefits - Embrace autonomy and accountability in a flexible work environment; we focus on outcomes and empower you to determine how to get the job done. - Access our company-paid group benefits for you and your family, with $1,000 towards mental health support. - Disconnect during our holiday closure and take advantage of our generous time off policies throughout the year. - Enjoy monthly paid meals, an annual wellness allowance to support your well-being, and parental leave top-ups as your family grows. - Secure your stake in our success; you’ll receive competitive stock option grants as a pivotal early employee.

Role Description - Own end-to-end technical architecture for customer implementations, including integrations, complex data flows, and non-standard requirements. - Design and support bi-directional integrations with ERP, PLM, PIM, DAM, BI, and other enterprise systems; define API patterns, sync strategies, and error-handling approaches. - Lead data onboarding and migration efforts including mapping, transformation, validation, and loading. - Act as technical lead on customer engagements, reviewing and validating configurations and code; contribute hands-on when needed. - Troubleshoot complex issues across implementation, go-live, and post-launch escalations. - Serve as the final escalation point for solution design risk or ambiguity. - Advise enterprise customers and executive stakeholders on platform fit, scalability, and future-state architecture. - Partner with Sales and Customer Success during high-complexity sales cycles; validate feasibility and support executive-level conversations. - Help set appropriate customer expectations around platform capabilities early in the engagement lifecycle. - Lead a group of technical resources, developing their skills and capabilities as they become fellow architects. - Mentor other Technical Architects and Functional Consultants; elevate solution quality through design reviews and knowledge sharing. - Optimize technical design processes, contribute to internal reference architectures, documentation, and reusable delivery assets. - Partner with Product and Engineering to surface field insights, inform roadmap prioritization, and evolve our solutioning principles. Qualifications - 10+ years in solution architecture, technical consulting, or enterprise SaaS delivery. - Strong industry background in retail, footwear, or apparel. - Experience with PLM platforms; FlexPLM strongly preferred. - Hands-on experience with integrations, data migration, customization, and troubleshooting. - Demonstrated ability to advise executive stakeholders on complex technology decisions. - Excellent communication skills across both technical and executive audiences. Requirements - The Technical Architect Team Lead is a senior, hands-on role that combines deep technical execution with strategic oversight. - You will own the architecture and implementation of complex customer solutions while providing mentorship and direction across the Professional Services team. - This role requires someone equally comfortable writing and reviewing code as advising executive stakeholders on platform strategy. Benefits - 401(k), Health, Dental, Vision. - 9 Paid Holidays per Year. - Discretionary Time Off. - Paid Parental Leave. Job Type & Location - This is a Permanent position based out of New York, NY. - The pay range for this position is $180,000.00 - $210,000.00/yr. - This is a fully remote position. Application Deadline - This position is anticipated to close on Jul 27, 2026.

• Collaborate with sales managers and reseller partners to scope PS opportunities • Collect project requirements through remote interviews • Create and manage SOWs based on customer requirements • Implement customized solutions and services based on SOW utilizing 8x8 products • Design and prototype software development projects as required