Legal Customer Success Manager - Governance product (Fides)

LegalOn Technologies • New York, NY

47d • Hybrid

About The Position

As 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.

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.

Nice To Haves

• 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.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed