Job Description: Legal Client Success Manager

Salary: $125K - $150K Location Type: Remote Employment Type: Full-Time

The Company You’ll Join

We exist to make investing in the private markets as easy as Robinhood did for public stocks. We built a TurboTax-style workflow for investors to only see the questions that matter to them and see every question that matters to them to make fund closing (i.e. the process of investing into a private fund) easy. Our world record document completion time is 6 minutes.

That may sound boring, but we've processed billions of dollars for thousands of investors in just the past 6 months. By having an investor run through our workflow, we capture their identity so we can allow them to repurpose it wherever they'd like in the future. We call this an investor passport, and it's the whole reason we built this business.

The Impact You’ll Have

As our Legal Client Success Manager (Legal-CSM), you will own the relationships with our law firm partners.

• 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.

Success means:

• Accelerated fund launches
• Law firm partner satisfaction via surveys
• Referenceable law-firm logos

The Problems You’ll Solve

• Own law firm relationships from late-stage sales and partnerships hand-offs through renewal.
• Serve as the point of contact for knowledgeable management and existing networks 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.

Desired Qualifications

Must-have:

• 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.

Nice-to-have:

• 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.

What to Expect in the Hiring Process

We go through the same interview steps for all Legal CSM candidates to ensure equity in our hiring process. Our process is designed to learn as much about each candidate as possible, as well as to give candidates access to our team and learn about what it's like to work at Passthrough.

All roles also require a background check.

• Initial Screen: A quick 20-30 minute chat with one of the Operations Team members to learn more about each other.
• Assessments: A series of short assessments to determine your problem-solving skill level.
• Meet Your Manager: 45-minutes with Garrett.
• Meet Leadership: 30-minutes with Ben, and 30-minutes with Tim.
• Decision: We’ll get back to you within a week on what’s next.

Benefits

• Competitive salary - $125,000 - $150,000 per year
• Passthrough