Client Onboarding Specialist, Legal Technology

Connect Legal Partners; New York (NY); On-site; USD 140,000 - 170,000; Full time

Job summary

Connect Legal Partners is seeking a client-focused onboarding consultant to guide law firms through the adoption of legal workflow software in New York City. You will run setup calls, tailor settings, coach users and monitor pilot outcomes aligned to business priorities.

You will also investigate problems, relay actionable feedback to engineers, and help develop guidance and automation to improve future launches. A background in consulting or financial services is desirable.

Qualifications

• Experience in consulting, financial services or growing tech business.
• Clear communication and confidence working directly with users.
• Comfort using AI tools and turning improvisations into reliable processes.

Responsibilities

• Run setup calls with users and tailor software settings.
• Coach users and monitor pilot outcomes against business priorities.
• Investigate issues and pass practical feedback to engineers; develop reusable guidance and automation.

Skills

Consulting experience

Clear communication

AI tools familiarity

Technical troubleshooting

Financial services exposure

Job description

Help legal teams adopt new technology and improve what happens between signing up and using it successfully.

The role

Guide law firm users through onboarding and early adoption of legal workflow software. You will run setup calls, tailor settings, coach users and monitor pilot outcomes against their business priorities. The work also includes investigating problems, passing practical feedback to engineers and developing reusable guidance, reporting and automation to improve future client launches.

What you will need

Experience in consulting, financial services, a growing technology business or a similar environment where you have solved operational problems. Clear communication and confidence working directly with users are essential. You should be comfortable using AI tools and turning an improvised solution into a reliable process others can use. An interest in technical troubleshooting will be valuable.

What is on offer

• A full time, office-based role in New York City.
• Current base salary is $140,000 to $170,000, with separate performance bonus potential, equity participation and employee benefits.
• You will work closely with commercial and technical colleagues.

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