About the roleAs a
Customer Success Manager/ Legal Operations Specialist for our Governance product (Fides), you will work closely with our enterprise and financial institution (asset managers, private equity, ...) clients to help them adopt and fully capture the value of our platform. You will lead the onboarding and initial setup for new customers, support initial setup, and manage the relation with clients as they ensure successful adoption of the Fides platform. Leveraging your legal expertise and understanding of corporate law, you will work closely with in-house legal teams - most often General Counsel, Corporate Secretaries, and their supporting teams - you will help clients accurately map governance data, optimize workflows, and unlock the full value of our platform. You will collaborate with our global Customer Success, Product, and Sales teams to deliver a seamless client experience, expand client relationships, and contribute to the growth of our Governance business.
What you'll doResponsibilitiesLegal Advisory and Governance Expertise
- Serve as a knowledgeable point of contact for clients on corporate law and governance workflows.
- Interpret and extract legally relevant data from complex corporate documents and map it accurately into the Fides platform.
- Provide legally informed guidance that builds client trust and supports long-term partnership.
Client Onboarding and Implementation
- Lead onboarding projects for new enterprise clients, ensuring a structured, efficient, and timely implementation.
- Design onboarding plans, coordinate stakeholders, and deliver training that accelerates product adoption.
- Identify governance requirements and ensure the solution configuration aligns with each client's corporate structure.
Customer Success and Relationship Management
- Support clients throughout their lifecycle with proactive check-ins, responsive communication, and issue resolution.
- Drive product usage, deepen engagement, and promote best practices to maximize client value.
- Organize webinars, workshops, and training sessions to educate client teams and strengthen retention.
Growth and Expansion
- Identify upsell opportunities within existing accounts and partner with Sales where needed to expand usage or introduce additional services.
- Maintain accurate client data, track success metrics (OKRs, KPIs), and contribute strategic insights to Customer Success leadership.
Collaboration and Process Improvement
- Collaborate with Product to communicate client needs and suggest enhancements that improve platform usability and compliance.
- Partner with Sales, Implementation, and Support teams to ensure unified, high-quality client outcomes.
- Identify processes suitable for automation and help implement workflow improvements across CRM and internal systems.
QualificationsMandatory Requirements:- Licensed attorney in one or more US jurisdiction
- Strong understanding of corporate law, entity management, governance documents, and regulatory frameworks.
- 1 to 2 years of of client facing experience in a fast-paced environment such as BigLaw, Big Four, financial institutions, or a related field.
Desired Requirements:- Ability to interpret complex corporate structures and translate them into scalable workflows within the platform.
- Experience working directly with clients; LegalTech or SaaS experience is a strong plus.
- Strong project management skills with the ability to manage multiple onboardings and client relationships in parallel.
- Excellent communication skills with the ability to explain legal concepts clearly and deliver actionable guidance.
- Creative, analytical mindset with comfort using metrics, data, and structured processes to drive success.
- Technical aptitude, familiarity with automation tools, and a continuous improvement mindset.
Benefits- Competitive base salary + uncapped commission structure.
- Comprehensive health, dental, and vision insurance, generous PTO and 401K plan
- Flexible working arrangements. Preferred NY location (Hybrid). (San Francisco or remote within the US/Canada can also be considered for the right profile).
- Opportunity for advancement as part of fast-growing global team.
ProcessWhat to expect in the hiring process:Our hiring process is designed to be collaborative and transparent, and typically includes:
- Casual interview with the Hiring Manager
- 1st interview: project assignment + interview
- Additional interview (if required)
- Final interview with the hiring manager
The pay range for this role is:
110,000 - 135,000 USD per year (Remote)
