Client Solutions Specialist - Legal

Key Responsibilities

• Trial management and Solutions-based demos for the Legal Segment
• Partner with Account Managers to execute demos/trials for designated cross-sell opportunities within the Legal segment. This will include our newest and most strategic solutions.
• Serve as the solutions specialist during the sales cycle, conducting persona-based solutions-focused demonstrations to ensure effective product adoption during the trial phase.
• Develop customized trial plans, success criteria, and compelling use cases tailored to each client's specific workflow.
• Document and standardize successful trial methodologies to create scalable "playbooks" and sales enablement materials for the wider sales organization.
• Product & Market Feedback to Product Owners & Sales Leadership
• Actively gather qualitative and quantitative feedback from clients and prospects during demos/trials regarding product features, usability, performance, and commercial viability.
• Synthesize market intelligence and client feedback into clear, actionable requirements and recommendations for the product owners to inform the product roadmap.
• Weekly feedback and alignment calls with product owners and sales leadership.
• Commercial & Technical Expertise
• Maintain a deep understanding of the competitive landscape, industry trends, and the specific client workflows within the segment allocated.
• Collaborate with Product/Marketing to refine messaging, positioning, and sales collateral based on real-world client interactions and successful trial conversions.
• Aid in packaging strategies based on observed client value and adoption wins and hurdles.

Required Qualifications

• Deep credit and market expertise and/or legal expertise required, gained through experience at financial and legal institutions, investment banks, or buy side firms. Minimum 5 years.
• Minimum 8 years of experience in a client-facing role within the financial technology, legal technology, or professional services industry (e.g., Solutions Consulting, Product Specialist …etc.).
• Proven ability to understand complex financial workflows and articulate how data, news, and analytical tools can solve specific business problems for Law Firms.
• Experience with a new product introduction or significant feature launch.
• Understanding of the sales process, including trial design, qualification, and closing.
• Exceptional presentation, demonstration, and communication skills, with the ability to tailor persona-based solutions against client challenges and needs.
• Highly organized with experience managing multiple projects/trials simultaneously in a fast-paced environment.
• Bachelor’s degree in Finance, Economics, Business, Law, or a related field.

Pay

• The base salary range estimate for this position is $170,000 - $200,000, plus an on-target incentive.

Benefits

• Competitive health benefits
• Matched 401k and pension plans
• PTO
• Gym subsidies
• Educational reimbursements for career development
• Recognition programs
• Pet-friendly offices (US only)