Spellbook

Revenue Operations

• Own the operating model for the lead-to-closed-won revenue engine
• Set direction on segmentation, coverage, territories, capacity, pipeline generation, and sales productivity
• Build and manage the pipeline operating system
• Establish a rigorous revenue forecasting process covering pipeline creation, coverage, stage conversion, velocity, quality, and source performance
• Identify revenue gaps early and determine actions with GTM leaders to close them
• Shape the operating model for the usage-based commercial motion
• Partner with Sales, Customer Success, Product, and Finance on usage-informed pipeline, forecasting, customer expansion, and sales execution
• Establish an operating cadence across Sales, Marketing, and Customer Success
• Run pipeline reviews, forecast reviews, business reviews, and performance management
• Ensure a clean commercial handoff from closed-won into the customer lifecycle
• Own the architecture and evolution of GTM systems, including CRM, sales engagement, forecasting, compensation, routing, enrichment, and reporting
• Establish a single source of truth for GTM performance, metrics, data standards, and reporting
• Build and lead the GTM Operations team across Sales Operations, Customer Success Operations, and Systems
• Work across Sales, Marketing, Customer Success, Finance, Product, and Data to translate strategy into a GTM operating model
• Partner closely with the VP of Finance while operating as a company-wide leader

Head of Revenue Operations – RevOps

Financial Planning and Analysis

• Build investment cases for strategic bets, new segments, market entry, GTM investments, and product investments
• Lead post-investment reviews comparing expected and realized returns
• Own frameworks for allocating spend and headcount across GTM, R&D, and G&A
• Establish mechanisms and decision criteria for reallocating resources as priorities change
• Own annual planning, quarterly forecasting, and rolling outlook processes
• Establish forecast inputs, owners, timelines, and accountability for forecast accuracy
• Make unit economics understandable to non-finance leaders, including gross margin, model/inference costs, cost-to-serve, CAC payback, customer profitability, and NRR/GRR
• Partner with GTM and Product on pricing and packaging, including usage-based components
• Model alternatives, stress-test downside scenarios, and establish economic guardrails
• Shape the finance systems roadmap across CRM, billing, ERP, expense, and reporting
• Set systems priorities, define requirements, and drive implementation with RevOps, Data, and external partners
• Ensure data integrity and reporting accuracy
• Partner with the VP of Finance and executive team on board and investor materials
• Translate company performance, forecast changes, and strategic decisions into a clear financial narrative
• Build the capabilities, processes, and operating cadence for a high-performing strategic finance function
• Develop the team and establish ownership across planning, forecasting, analytics, and business partnering

Director, Finance

Customer Success Manager

• Own a portfolio of enterprise accounts and ensure 97%+ gross revenue retention
• Lead complex, multi-phase onboarding projects with enterprise clients
• Align timelines, deliverables, and milestones across internal and client teams
• Conduct discovery into customers’ legal workflows and business goals
• Develop and execute customized enablement strategies to drive scalable adoption
• Build relationships with senior legal and executive stakeholders
• Run Quarterly Business Reviews, demonstrate ROI, and identify expansion opportunities
• Maintain accurate records and CRM data hygiene in HubSpot
• Anticipate customer needs and risks, proactively resolve issues, and escalate when appropriate
• Collaborate with product, engineering, and support teams to advocate for enterprise customers
• Support renewals by driving usage, demonstrating value, and identifying customer champions
• Refine playbooks, processes, and approaches for evolving enterprise customer needs
• Support large global customers, including occasional meetings outside standard working hours
• Support other responsibilities and projects as required

Enterprise Customer Success Manager

• Lead, coach, and support a growing team of Enterprise Customer Success Managers across onboarding, adoption, and renewals
• Initially manage approximately 8 CSMs across Mid-Market and Enterprise accounts
• Hold weekly 1:1s focused on performance, account strategy, skill development, and career growth
• Run bi-weekly call coaching sessions focused on discovery, stakeholder management, value-based conversations, and renewal readiness
• Join customer calls to support escalations and model strong customer conversations
• Drive portfolio outcomes across the team’s accounts
• Oversee renewals end-to-end and ensure proactive renewal motions and accurate forecasting
• Help CSMs identify risks early, manage difficult renewals, and navigate complex customer situations
• Escalate renewal risks and systemic challenges to the VP of Customer Success & Support
• Design and refine onboarding frameworks, ramp milestones, adoption and account health playbooks, renewal and forecasting workflows, escalation paths, and operating cadence
• Ensure CSMs have the tools, clarity, and resources needed to deliver consistently
• Lead hiring efforts, including interviewing and selection
• Build and improve onboarding and ramp plans for new CSMs
• Provide hands-on ramp support to new hires
• Monitor account health and adoption signals across the portfolio
• Collaborate with Account Management, Sales, Product, and Support

Manager, Enterprise Customer Success

Pre-sales Engineer

• Serve as Spellbook’s in-house legal expert and product strategist
• Join sales calls, demos, and RFPs as a legal expert
• Support account executives through training, tailored guidance, and sales strategy
• Develop playbooks and training materials for in-house legal teams
• Create product training packs, documentation, and thought-leadership content
• Represent Spellbook in webinars, CLE sessions, and industry events
• Translate transactional workflows into actionable product features and enhancements
• Participate in feature discovery, development, and testing
• Translate customer insights into clear product requirements
• Support additional responsibilities and projects as required
• Work closely with Sales and Product teams to improve Spellbook for legal teams

Legal Solutions Architect, Pre Sales

• Serve as the main point of contact for a portfolio of mid-market and enterprise accounts
• Build relationships with key stakeholders to drive satisfaction and loyalty
• Lead onboarding and training for new customers and ensure effective platform adoption
• Conduct regular business reviews and identify growth opportunities
• Address objections and articulate the ROI of Spellbook’s solutions
• Design and send targeted emails to engage legal professionals resistant to traditional meetings
• Deliver tailored presentations and product demonstrations
• Analyze usage data to identify patterns, drive engagement, and demonstrate ROI
• Manage renewals and coordinate with the expansion team on upsell opportunities
• Troubleshoot technical issues with support and product teams
• Advocate for customers and provide feedback to internal teams to improve the product
• Perform other responsibilities as required

Accountant

• Own day-to-day transactional accounting tasks, including general bookkeeping and accurate posting of journal entries in QuickBooks
• Assist with accounts payable, including routing invoices for internal approval and ensuring timely payments
• Support accounts receivable through client requests, vendor setups, and AR follow-ups
• Support payroll processing, including preparing and reviewing inputs, posting payroll journal entries, and reconciling payroll accounts
• Maintain accurate and timely financial data through weekly transaction posting and categorization
• Collaborate with sales and customer success teams on invoicing
• Contribute to month-end close by preparing bank reconciliations and ensuring financial statements are recorded and balanced
• Maintain and improve accounting-system data quality
• Use QuickBooks to streamline processes and move toward real-time accounting
• Perform recurring accounting tasks accurately and consistently
• Support other accounting and administrative tasks as needed

Junior Accountant, 18-month contract

Sales Development Rep

• Engage with prospects to understand their business challenges and how Spellbook can address their needs
• Qualify leads and schedule meetings between potential clients and the sales team
• Conduct cold calls, emails, and other outreach to generate new opportunities and re-engage past prospects
• Maintain accurate interaction and progress records in HubSpot CRM
• Collaborate with Sales and Marketing to refine outreach strategy
• Report weekly, monthly, and quarterly progress to sales leadership
• Represent Spellbook’s AI technology to law firms and other businesses
• Ensure a seamless handoff to the sales team

Sales Development Representative, SMB

Engineering Manager

• Lead a small team building AI products for legal professionals
• Work with product, design, and customer-facing teams to identify important customer problems and decide what to build
• Develop understanding of how legal professionals use Spellbook through customer conversations, product data, and direct observation
• Set technical direction and prioritize work based on customer impact, business value, technical risk, and long-term platform leverage
• Lead delivery and take responsibility for quality, reliability, and results
• Prototype, contribute to architecture and implementation, and review critical code and designs
• Test and adopt coding-agent and automation practices that improve speed or quality
• Define standards for reviewing, testing, evaluating, and operating software produced by engineers and agents
• Help engineers improve technical judgment, product thinking, and effective use of AI
• Contribute to Spellbook’s engineering strategy as AI changes software development

Software Engineering Manager

• Lead technical projects from inception to launch
• Work with cross-functional stakeholders to prioritize and solve customer pain points
• Define technical vision for managed teams and build alignment on complex issues
• Manage up to 8 software engineers across projects
• Provide coaching, mentorship, feedback, and performance management
• Conduct annual performance reviews and 1:1 meetings with direct reports
• Design, architect, and implement new Spellbook application features
• Set technical direction and Engineering OKRs
• Scope complex tasks, coordinate teams, and unblock challenges
• Use OpenAI, Anthropic, and other LLMs to improve application functionality
• Collaborate with product management on the React application
• Improve the Express and tRPC-based API
• Improve performance and reliability and fix bugs based on user feedback
• Support hiring and onboarding
• Maintain engineering documentation, resources, and training materials in GitHub and Notion
• Establish and implement engineering best practices and workflows
• Build and maintain AWS infrastructure using AWS CDK
• Conduct code reviews and provide constructive feedback
• Support other responsibilities and projects as required

• Lead, coach, and support a growing team of Mid-Market Customer Success Managers across onboarding, adoption, and renewals
• Manage approximately 8 CSMs initially and hire and scale the team quickly
• Hold weekly 1:1s focused on performance, account strategy, skill development, and career growth
• Run bi-weekly call coaching sessions focused on discovery, stakeholder management, value-based conversations, and renewal readiness
• Join customer calls to support escalations and model strong customer conversations
• Foster a human-first, low-ego culture built on trust, accountability, and continuous improvement
• Drive portfolio outcomes across the team’s book
• Oversee renewals end-to-end and ensure proactive renewal motions and accurate forecasting
• Help CSMs identify risk early, manage difficult renewals, and navigate complex customer situations
• Escalate renewal risks and systemic challenges to the Director of Customer Success with context and recommendations
• Partner with the Director of Customer Success to design, implement, and refine onboarding frameworks, adoption and account health playbooks, renewal and forecasting workflows, escalation paths, and internal operating cadence
• Ensure CSMs have the tools, clarity, and resources needed to deliver consistently
• Lead hiring efforts, including interviewing and selection
• Build and improve onboarding and ramp plans
• Provide hands-on support to new hires during ramp-up
• Monitor account health and adoption signals across the portfolio
• Collaborate with Account Management, Sales, Product, and Support to deliver a seamless customer experience

Head of Revenue Operations – RevOps

Director, Finance

Enterprise Customer Success Manager

Manager, Enterprise Customer Success

Legal Solutions Architect, Pre Sales

Customer Success Manager

Junior Accountant, 18-month contract

Sales Development Representative, SMB

Software Engineering Manager

Software Engineering Manager

Manager, Mid-Market Customer Success