[Remote] Legal Innovation Partner
Note: The job is a remote job and is open to candidates in USA. NetDocuments is the world’s #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. They are seeking a Legal Innovation Partner to serve as a strategic advisor for law firm and legal department clients, guiding them through their AI adoption journey and ensuring their success with NetDocuments.
Responsibilities
- 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
Skills
- 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
- 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
- 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
Benefits
- 90% healthcare premiums company covered
- HSA company contribution
- 401K match at 4% with immediate vesting
- Flexible PTO (typically 3 to 4 weeks a year)
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