The Role
Manage strategic LegalFiles customer accounts, drive adoption and value realization, guide onboarding and workflow optimization, triage escalations, conduct business reviews, and advocate for product improvements. Partner with legal operations users and technical teams to translate pain points into solutions involving matter management, eBilling, integrations, and automation.
Summary Generated by Built In
About Onit:
We're redefining the future of legal operations through the power of AI. Our cutting-edge platform streamlines enterprise legal management, matter management, spend management and contract lifecycle processes, transforming manual workflows into intelligent, automated solutions.
We’re a team of innovators using AI at the core to help legal departments become faster, smarter, and more strategic. As we continue to grow and expand the capabilities of our new AI-centric platform, we’re looking for bold thinkers and builders who are excited to shape the next chapter of legal tech.
If you're energized by meaningful work, love solving complex problems, and want to help modernize how legal teams operate, we’d love to meet you.
Position Summary:Onit is seeking a strategic and customer-focused Customer Success Manager, ideally, with a background in State, Local, and Education legal operations to support our LegalFiles portfolio of customers. In this role, you will act as a trusted advisor —partnering with cross-functional teams to ensure customer satisfaction, drive product adoption, and maximize value from Onit’s legal tech solutions. Your legal operations expertise will position you to effectively understand customer pain points, align platform capabilities to strategic goals, and guide clients through technical conversations, workflow optimizations, and platform best practices.
Key Responsibilities:
- Build strong relationships with LegalFiles customers to understand their legal operations goals and drive value realization from Onit solutions.
- Serve as the primary point of contact for strategic accounts, ensuring a seamless and proactive customer experience.
- Translate legal ops pain points (e.g., billing challenges, matter management gaps, workflow inefficiencies) into actionable technical solutions.
- Guide customers through onboarding, configuration recommendations, and best practices tailored to their maturity and objectives.
- Triage and manage support escalations, working closely with Product, Engineering, and Support to drive resolution and root cause analysis.
- Advocate internally for customer needs and product enhancements by identifying recurring themes and improvement opportunities.
- Conduct regular business reviews, usage assessments, and roadmap discussions to ensure alignment with customer goals.
- Document customer-specific workflows, integrations, and technical considerations to support continuity across internal teams.
- Maintain consistent communication and engagement cadence with accounts, including QBRs, advisory sessions, and performance reviews.
Required Skills:
- 5+ years of experience in a Customer Success or a customer-facing role (e.g., legal operations, vendor management, legal analyst, or customer success).
- Proven success supporting enterprise clients in a SaaS environment, preferably in B2B legal tech or enterprise software.
- Familiarity with legal ops processes including eBilling platforms, matter management, legal billing, and outside counsel guidelines is preferred.
- Awareness of audit practices and industry standards such as LEDES and UTBMS.
- Strong ability to engage with both technical stakeholders and non-technical legal ops users, advocating effectively for both.
- Experience mapping legal workflows and identifying opportunities for automation, efficiency, and process improvement.
- Strong organizational and communication skills, capable of managing multiple complex engagements simultaneously.
- Comfort navigating APIs, cloud platforms, and custom integrations.
- Bonus: Familiarity with enterprise risk or GRC software platforms.
At Onit, we’re committed to offering fair and competitive compensation. In addition to base pay, associates are eligible for an annual discretionary bonus. The final base salary you receive will reflect factors such as your skills, education, experience, and work location.
Benefits & Perks That Support You:
Onit offers a comprehensive total rewards package designed to support the whole employee at work and beyond:
Health Coverage Choices: Three medical plan options, plus dental and vision, so you can choose what fits best. Employees on our HDHP plan also receive employer contribution to the HSA.
Retirement Savings: 401(k) with a 100% match on the first 3% and 50% on the next 2% of employee contributions.
Time Away: Flexible paid time off, 7 sick days, and 9 paid company holidays annually.
Family Support: Exceptional paid leave for birth parents, non-birth parents, and caregivers. Onit also offers surrogacy and adoption reimbursement.
Income Protection: 100% employer-paid life and disability insurance.
Additional Coverage Options: Voluntary benefits including hospital indemnity, critical illness, accident, and even pet insurance.
Tax-Advantaged Accounts: Healthcare FSA, HSA, and dependent care FSA.
Community Engagement: One paid volunteer day each year to give back to the community.
Our Commitment to Applicants
We know that not everyone will check every box in a job description. At Onit, we value diversity, inclusion, and authenticity. If you’re excited about this role but your experience doesn’t align perfectly with every qualification, we encourage you to apply. You may be exactly who we’re looking for.
This position will remain open for applications for 7 calendar days from the posting date.
Skills Required
- 5+ years of experience in Customer Success or a customer-facing role
- Experience supporting enterprise clients in a SaaS environment
- Experience in B2B legal technology or enterprise software
- Familiarity with eBilling platforms, matter management, legal billing, and outside counsel guidelines
- Awareness of audit practices and standards such as LEDES and UTBMS
- Ability to engage technical stakeholders and non-technical legal operations users
- Experience mapping legal workflows and identifying automation, efficiency, and process improvement opportunities
- Strong organizational and communication skills for managing multiple complex engagements
- Comfort navigating APIs, cloud platforms, and custom integrations
- Familiarity with enterprise risk or GRC software platforms
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The Company
What We Do
Onit is a global leader of enterprise software and artificial intelligence platforms and products for legal, compliance, sales, IT, HR and finance departments. Our software transforms best practices into smarter workflows, better processes and operational efficiencies. With a focus on enterprise legal management, matter management, legal spend management, contract lifecycle management and legal holds, we operate worldwide and help global companies and billion-dollar legal departments bridge the gap between systems of record and systems of engagement. Onit is the only company in our space with two platforms: Our leading no-code business process automation platform, Apptitude, and our business intelligence platform, Precedent. Apptitude allows customers to create, modify and deploy new software products and custom workflows. Onit’s legal AI platform, Precedent, enables our software products to read, write, and reason like a lawyer. Combined, the two platforms enable customers to digitally transform legal operations by automating processes, reducing costs and maximizing productivity with industry-leading cloud-based software.
