Legatics · 1 week ago
Director, Customer Solutions & Success (US)
United States
Full-time
Remote
Director/ExecutiveLegatics is seeking a senior, commercially minded Director of Customer Solutions & Success to own the end-to-end customer journey for US customers. This role involves working closely with law firm partners and internal stakeholders to ensure successful implementation and adoption of Legatics' solutions.
B2BLegalSoftware
Responsibilities
Partner closely with Sales to support late-stage and follow-up demos with lawyers and key stakeholders
Deliver tailored product demonstrations aligned to US law firm workflows and transaction types
Help identify, cultivate, and support law firm champions pre-sale who are critical to successful implementation
Act as a trusted subject matter expert in product, workflow, and security discussions with prospects
Support proof-of-value or pilot engagements where appropriate
Own onboarding and rollout planning for US customers, working directly with partners, associates, and innovation teams
Design and deliver engaging training sessions tailored to different practice areas and seniority levels
Ensure a smooth transition from sale to live usage, with clear success milestones
Support configuration of matters, templates, workflows, and best practices
Be accountable for time-to-first-live-matter
Act as the primary day-to-day owner for US customer relationships post-implementation
Build trusted relationships with key stakeholders across customer firms
Drive adoption and expansion by identifying new use cases, practice areas, and offices
Partner with Sales on renewal and expansion conversations, contributing usage insights and customer context
Be accountable for US live matters opened and sustained usage, the primary indicator of customer success
Represent Legatics in the US market, attending industry events, roundtables, and networking opportunities
Build a strong network across US law firms, innovation leaders, and legal operations professionals
Act as a visible and credible ambassador for Legatics in New York and beyond
Maintain deep knowledge of the product roadmap and upcoming releases
Feed structured customer insights back to Product and Engineering to inform roadmap decisions
Collaborate with Product Marketing to adapt messaging, demos, and materials for the US market
Contribute to the development of US-specific use cases, demo narratives, and customer stories
Qualification
Required
Deep law firm experience
Experience in customer success, product, and account management
Ability to own the end-to-end customer journey
Experience in pre-sales engagement and champion development
Ability to deliver tailored product demonstrations aligned to US law firm workflows
Experience in onboarding and implementation ownership
Ability to design and deliver engaging training sessions
Experience in building trusted relationships with key stakeholders
Ability to drive adoption and expansion of product usage
Experience in representing a company in the market and attending industry events
Ability to maintain deep knowledge of product roadmap and upcoming releases
Experience in collaborating with cross-functional teams
Company
Legatics
Legatics is an end-to-end deal platform focused on efficiency and client experience.
Founded in 2015
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$4.17MKey Investors
Mobeus Equity PartnersForce Over Mass Capital
2021-06-24Series A· $4.17M
2016-01-01Seed
Leadership Team
Anthony Seale
CEO
Steve Wheeler
Chief Technology Officer
Recent News
2025-06-25
Legal Technology Insider
2025-06-24
UKTN | UK tech news
2024-02-12
Company data provided by crunchbase