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Legal Tech • Software • Generative AI
Own end-to-end intake onboarding for plaintiff law firms, including voice-agent customization, call flows, firm knowledge bases, transfer rules, scoring, phone integrations, CRM/DMS handoffs, and e-signature setup. Establish onboarding standards, document repeatable processes, train internal teams, and manage intake-focused accounts. The role requires translating legal intake expertise into configurable AI workflows while collaborating with customer success, integration engineering, and law firms.
Legal Tech • Software • Generative AI
Own Legal Operations, cross-functional business processes, business systems, tooling, vendor management, reporting, and workflow automation. Build scalable operating mechanisms, improve information flow, coordinate strategic initiatives, and support executive planning in a fast-growing SaaS company. The role requires strong project management, systems implementation, process design, AI workflow experience, and comfort solving ambiguous problems without a predefined playbook.
Legal Tech • Software • Generative AI
Own end-to-end field marketing programs, including customer events, executive briefings, lunch-and-learns, regional ABM campaigns, and localized messaging. Manage budgets, vendors, logistics, content, and cross-functional partnerships with sales, customer success, content, and product marketing. Measure pipeline influence, engagement, and account penetration, using performance insights to improve future programs and generate qualified pipeline. Travel 40–50% of the time.
