Head of Investor Relations

CS Disco; Austin (TX); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401(k)

RSUs

Flexible PTO

Job summary

CS Disco, Inc. is seeking a Head of Investor Relations to lead IR end-to-end, partnering with the CEO, CFO, Legal, and disclosure committee. The role drives earnings execution, analyst and shareholder relationships, and governance, shaping the investor narrative and collateral.

You will manage the IR calendar, coordinate with FP&A and Accounting to ensure consistency with financials, and leverage AI tools to enhance insights while maintaining regulatory compliance.

Qualifications

• 10+ years in FP&A or investment-related roles.
• Expert in financial modeling, forecasting, budgeting and performance measurement.
• Experience leading finance teams.
• Experience using AI to automate workflows.

Responsibilities

• Own the earnings cycle and investor materials end-to-end.
• Manage analyst and shareholder relationships and conference schedules.
• Prepare executives for investor engagements and Board updates.
• Translate strategy into a clear investor narrative and collateral.
• Monitor market intelligence and IR KPIs to guide strategy.
• Apply AI insights to improve investor communications and decision making.

Skills

FP&A experience

Analytical thinking

Investor relations

Leadership

Presentation skills

Tools

AI tools

Job description

The Head of Investor Relations leads the company's engagement with the investment community. They will own the IR function end-to-end — earnings execution, analyst and shareholder relationship
management, shareholder base strategy, and disclosure governance — while working closely with theCEO, CFO, Legal, and the disclosure committee. They pair strong analytical capabilities with rigorous
financial communication and sound judgment on disclosure-sensitive topics.

What You'll Do

• Earnings & Financial Communications: Owns the quarterly earnings cycle: script development,Q&A prep, press release, investor deck, and post-print analyst debrief. Ensures consistency acrossGAAP/non-GAAP disclosures, guidance methodology, and management commentary quarter toquarter. Partners with FP&A and Accounting so all IR materials reconcile to underlying financials.Builds and maintains the beat and raise model. Partners with Legal on Reg FD compliance andcoordinates investor-facing content around 8-K/10-Q/10-K filings. Maintains the IR content calendarto keep earnings, conferences, and ad hoc communications aligned.
• Analyst & Investor Relationship Management: Serves as the primary point of contact for sell-side coverage and existing/prospective shareholders. Manages the conference and roadshow calendar; prepares executives for fireside chats, 1x1s, and NDRs. Tracks sell-side estimates, rating actions, and thesis shifts, and synthesizes them into actionable summaries for leadership. Identifies and sequences outreach to mandate-appropriate prospects. Uses 13F ownership data and trading liquidity metrics to inform targeting and prioritization of funds that can build positions.
• Narrative & Positioning: Translates product and competitive strategy into a coherent, disciplined investor narrative — distinguishing what the data supports from narrative inference. Builds and maintains core IR collateral: investor presentation, fact sheet, FAQ, and IR website content.
• Executive & Board Support: Prepares the CEO, CFO, and other spokespeople for investor-facingengagements. Briefs the Board regularly on shareholder sentiment, analyst perception, and marketpositioning. Supports capital markets strategy discussions, including capital allocationcommunication.
• Market Intelligence & Reporting: Monitors peer performance and small-cap software sentimentbroadly; flags implications for DISCO's valuation and positioning. Tracks and reports IR KPIs on aregular cadence — coverage breadth, ownership concentration, liquidity, short interest.
• AI Strategy & Innovation: Leverages AI and advanced analytics to enhance investor insights,market intelligence, investor communications, and decision-making while ensuring data accuracy,
  confidentiality, and regulatory compliance.

Who You Are

• 10+ years of FP&A or investment related experience
• Expert in financial modeling, forecasting, budgeting, and performance measurement
• Sharp analytical thinker with strong business acumen
• Experience using AI tools to automate workflows
• Excellent communication, collaboration, and presentation abilities
• Strong leadership, coaching, and team development competencies
• Track record of contributing strategic insights to executive leaders
• Experience developing and leading high-performing finance teams
• Strong business partnership and influencing skills
• Experience in high-tech, SaaS, private equity, or investment banking

Authorization to Work in the U.S.: Candidates must be legally authorized to work in the United States without sponsorship now or in the future. DISCO is not currently sponsoring visas, including, but not limited to, H-1B, TN, or EAD, and we are not accepting visa transfers.

Perks of DISCO

• Open, inclusive, and fun environment
• Benefits, including medical, dental and vision insurance, as well as 401(k)
• Competitive salary plus RSUs
• Flexible PTO
• Opportunity to be a part of a company that is revolutionizing the legal industry
• Growth opportunities throughout the company

About DISCO

DISCO provides a cloud-native, artificial intelligence-powered legal solution that simplifies ediscovery, legal document review and case management for enterprises, law firms, legal services providers and governments. Our scalable, integrated solution enables legal departments to easily collect, process and review enterprise data that is relevant or potentially relevant to legal matters.

At DISCO, we believe AI is a core enabler of how work gets done. All employees are expected to proactively adopt and responsibly use AI tools to drive efficiency, improve outcomes, and continuously evolve how they operate in their role.

Are you ready to help us fulfill our mission to use technology to strengthen the rule of law? Join us!

We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.