Legal Client Success Manager

Summary

Join Passthrough as their Legal Client Success Manager (Legal-CSM) and own relationships with law firm partners. Lead complex fund-formation launches, translating legal terms into scalable workflows. Design the Legal Success Program, creating playbooks and feedback loops. Ensure accelerated fund launches and high law firm partner satisfaction. Solve problems by owning law firm relationships, coordinating demos, collaborating with Client Success Managers, creating business review frameworks, defining SLAs, and creating a robust support and training program. Channel market feedback into the roadmap and pilot beta features with law firm partners.

Requirements

• 2+ years’ direct fund‑formation experience as an attorney, legal associate, or senior paralegal drafting/negotiating subscription agreements
• 2+ years in client success, account management, or legal project management interacting with external clients and law firms
• Working knowledge of venture, private‑equity, or hedge‑fund structures (Delaware LPs, master‑feeder, SPVs) and relevant securities regulations
• Executive presence—comfortable running QBRs with Managing Partners, General Counsel, and C-Suite

Responsibilities

• Lead complex fund‑formation launches on Passthrough—translating legal terms, waterfall models, and jurisdictional nuances into scalable workflows
• Design our Legal Success Program—playbooks, health scores, and legal‑feedback loops that become our internal standards for each partner
• Own law firm relationships from late-stage sales and partnerships hand-offs through renewal
• Point of contact for knowledgeable management and existing network of individual lawyers within each partnership
• Coordinate demos and sales follow up for General Partner clients of law firms to increase engagement with the platform
• Collaborate with the Client Success Managers to ensure alignment with the law firm operating model/requirements through continued enhancements of the rule of engagement for each firm
• Create executive business review frameworks and automate account health, usage, and risk; surface data-driven insights to leadership
• Define law firm partner SLAs for response times, onboarding turnarounds, and client support, and enforce them with performance monitoring
• Create a robust support and training program to ensure legal teams get the most out of Passthrough
• Channel market feedback from fund formation attorneys into the roadmap, prioritizing features that unblock complex closes
• Pilot beta features with law firm partners and produce case studies for marketing

Preferred Qualifications

• Experience implementing SaaS or fintech solutions inside AmLaw 100 or in‑house legal teams
• Familiarity with electronic signature, KYC/AML, and capital‑call processes
• Prior use of tools like iManage, Litera, or DealCloud

Benefits

• Competitive salary - $125,000 - $150,000 per year
• Passthrough stock options
• Health, dental, and vision insurance
• 401k contribution program with matching
• Life insurance
• PTO & unlimited sick leave
• Parental leave
• Annual health & wellness stipend