Legal Tech Onboarding Lead — Drive Adoption & Success

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

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.