Acting as a thought partner to general counsel, chief compliance officers, and fund formation partners - both in-house and at law firms - building trusted relationships, addressing tricky pain points, and identifying high-value opportunities for them to scale their use of Legora across strategies, funds, and jurisdictions
Working together with Go To Market and Customer Success in taking full ownership of client relationships - from running pilots with legal and compliance teams, to onboarding new team members across legal, compliance, and investment operations functions, and ultimately guiding firm-wide adoption across private equity, private credit, hedge fund, real estate, and infrastructure managers, as well as the fund formation and asset management groups at leading law firms
Be the voice of asset management users inside Legora - sharing insights from fund formation teams, in-house counsel, and compliance functions that directly inform product development, roadmap priorities, and strategic direction
Delivering clear, confident product demos and training that bring the power of our platform to life - whether you're presenting to a general counsel or a law firm funds partner, rolling out to a compliance team ahead of an exam cycle, or training deal teams on diligence workflows
Documenting best practices from leading asset managers, fund counsel teams, and law firm funds practices, contribute to the development of scalable playbooks, and help shape how we grow this function globally
Confidently helping asset management teams navigate one of the biggest shifts in how the industry operates - from evaluating the ROI and competitive advantage of AI to clearly mapping how AI will impact different functions, from fund formation and side letter negotiation to regulatory compliance and investor reporting
Understanding and navigating the requirements of regulated financial institutions, including confidentiality expectations, information barriers, vendor due diligence, and the scrutiny that comes with SEC oversight
Partnering with deal teams at sponsors, sovereign investors, and law firms on transaction workflows - building diligence grids, closing checklists, and document review processes that run at deal speed across M&A, growth, and venture transactions