Principal Consultant, Professional Services - AI Services

Principal Consultant, Professional Services

Focus:
Adoption Services for CoCounsel Legal and CoCounsel for Tax and Trade AI Tools

The Principal Consultant, Professional Services will play a pivotal role in driving successful adoption and customer engagement for our CoCounsel Legal and CoCounsel for Tax and Trade AI solutions. This position is responsible for leading strategic adoption initiatives, partnering with customers to maximize the value of our advanced AI tools, and ensuring seamless integration into their legal, tax, and trade operations.

In this opportunity for the Principal Consultant, Professional Services role you will:

• Serve as the primary point of contact for customers throughout the adoption lifecycle of CoCounsel Legal and CoCounsel for Tax and Trade AI products.
• Develop and execute tailored adoption strategies that align with customer objectives, business processes, and industry best practices.
• Lead onboarding sessions, workshops, and training programs to empower customers and their teams to effectively utilize AI‑driven legal and tax workflow solutions.
• Collaborate with customer stakeholders—including legal, tax, trade, and IT teams—to identify opportunities for process optimization and enhanced productivity using CoCounsel tools.
• Monitor customer engagement and usage metrics, proactively addressing barriers to adoption and driving continuous improvement.
• Provide expert guidance on change management, solution configuration, and integration with existing platforms.
• Gather customer feedback and partner with Product and Engineering teams to inform roadmap decisions and advocate for feature enhancements.
• Deliver executive‑level presentations, adoption reports, and recommendations to demonstrate value and ROI to customers.
• Stay abreast of developments in legal, tax, and trade technology and share thought leadership with customers and internal teams.

You’ll be a good fit for this role if you have:

• Bachelor’s degree in Law, Tax, Business, Computer Science, or a related field; advanced degree or relevant certifications preferred.
• 10+ years of experience in professional services, consulting, or solution delivery within the AI, legal, tax, or trade domains.
• Certification in Change Management (CCMP) and/or Lean Six Sigma Greenbelt.
• Proven track record of leading customer adoption initiatives for SaaS, AI, or enterprise software solutions.
• Strong understanding of legal and tax workflows, industry regulations, and business process improvement.
• Exceptional communication, presentation, and stakeholder management skills.
• Analytical mindset with the ability to interpret usage data and translate insights into actionable strategies.
• Experience with change management, training program development, and user enablement.
• Ability to work independently and collaboratively in a fast‑paced, customer‑centric environment.
• Strong analytical skills and the ability to demystify complex issues with senior decision‑makers and collaborate with cross‑functional teams to drive results.
• Customer‑service experience delivering excellent service across various projects.
• Effective communication and status‑reporting skills for projects and teams.
• Monitoring costs in alignment with project plans.
• Accountability for the quality and timely delivery of own work.

• Familiarity with AI‑powered legal or tax technologies and their application.
• Experience designing and implementing adoption frameworks specifically for AI solutions.
• Knowledge of integration with enterprise systems such as document management, case management, and ERP platforms.
• Consultative approach focused on delivering measurable customer outcomes.
• Experience in a Corporate Legal department.

• Hybrid Work Model: Flexible hybrid work environment (2–3 days a week in the office depending on the role) while remaining seamlessly connected digitally and physically.
• Flexibility & Work‑Life Balance: Flex My Way policies help manage personal and professional responsibilities, offering up to 8 weeks of remote work per year.
• Career Development and Growth: Continuous learning and skill‑development programs prepare you to tackle future…