[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)
• 10paid holidays
• Monthly contributions forlife activities &wellness
• Access to LinkedIn learning with monthly dedicated time to explore

Company Overview