Law Firm Partnerships Manager - AVP/VP

About the Role

Responsibilities

• Own the full lifecycle of the law firm relationship, from initial outreach and onboarding to ongoing optimization.
• Identify and launch new partnerships with firms that have active and growing fund formation practices.
• Conduct platform demos for attorneys and their clients, clearly explaining how subscription document workflows streamline the investor onboarding process.
• Train the Legal teams on how to use the platform and how to position the value of digitized subscription documents to their fund manager clients.
• Establish a consistent cadence for partner reviews, including monthly reports and quarterly business reviews (QBRs) to track referral volume and platform adoption.
• Manage partner data and lead flow within the CRM, coordinating with the Sales team to ensure no referral falls through the cracks.
• Provide regular internal reporting on the health of the law firm channel, identifying which firms are growing and where reengagement is needed.

Requirements

• 7+ years of experience in partnerships, account management, or client-facing roles, background in LegalTech, FinTech, or private markets is a strong plus
• Strong communication skills, capable of clearly and professionally explaining technical workflows to fund formation attorneys
• An operational mindset with a focus on building the systems, reports, trackers, and QBR materials that support effective and scalable partnerships
• Proven presentation ability, with comfort demoing software and tailoring messaging to diverse audiences, including paralegals, partners, and GPs

Ready to apply?

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