Jobs at Spellbook

Lead strategic finance at a high-growth B2B software company. Responsibilities include investment analysis, resource allocation, annual planning, forecasting, unit economics, pricing and packaging analysis, finance systems roadmap development, board and investor reporting, and building a high-performing finance function. The role partners closely with executives, GTM, Product, RevOps, Data, and external implementation partners.

Lead Spellbook’s revenue operations function across Sales, Marketing, Customer Success, Finance, Product, and Data. Own the GTM operating model, pipeline management, forecasting, revenue systems, performance reporting, commercial handoffs, and operating cadence. Build the GTM operations team and establish scalable processes, metrics, data standards, and systems supporting growth.

Manage enterprise customer accounts, leading structured onboarding, adoption, enablement, QBRs, renewals, and executive stakeholder relationships. Maintain CRM data quality, identify risks and expansion opportunities, interpret usage data, and collaborate with product, engineering, and support teams to improve customer outcomes. The role supports global clients and may require occasional meetings outside standard working hours.

Manage and coach approximately eight Enterprise Customer Success Managers across onboarding, adoption, renewals, forecasting, and account health. Build scalable customer success playbooks, operating processes, hiring and ramp plans, and escalation workflows. Support complex customer situations, coach customer calls, monitor portfolio outcomes, and partner with Sales, Account Management, Product, Support, and leadership to improve retention and customer value in a distributed SaaS environment.

Manage mid-market and enterprise customer accounts, leading onboarding, training, business reviews, engagement campaigns, renewals, and expansion coordination. Build stakeholder relationships, demonstrate product ROI, address objections, analyze usage data, deliver presentations and demonstrations, troubleshoot technical issues, and advocate for customer feedback internally. The role requires SaaS customer success or account management experience, strong communication and sales skills, and familiarity with HubSpot and Stripe.

Serve as Spellbook’s in-house transactional legal expert and product strategist. Support sales calls, demos, RFPs, training, and customer enablement; develop legal workflow playbooks and thought-leadership content; present at webinars and industry events; and translate customer workflows into product requirements. Collaborate with product, engineering, sales, and customers to discover, develop, and test AI-powered legal technology features.

Perform transactional accounting, bookkeeping, journal entries, accounts payable and receivable support, payroll processing, bank reconciliations, invoicing, and month-end close activities. Maintain accurate financial data in QuickBooks, improve accounting processes, and collaborate with sales and customer success teams. This is an 18-month contract role requiring strong attention to detail, accounting knowledge, and reliability.

Identify and engage prospective SMB clients through cold calls, emails, and other outreach channels. Qualify leads, schedule meetings for the sales team, maintain accurate CRM records, collaborate with Sales and Marketing, re-engage prospects, and report performance to sales leadership.

Coordinate sales onboarding, recurring training, enablement content, and product launch readiness. Maintain the enablement calendar, knowledge base, LMS, documentation, and sales tools. Partner with Sales, Product, and Marketing to translate product updates into training, battlecards, FAQs, and talk tracks. Track completion, engagement, and readiness while gathering feedback to improve processes, training quality, and rep performance.

Own end-to-end enterprise deployments of Spellbook’s AI-powered legal technology. Build integrations with document management, identity, and internal systems; design workflow-heavy solutions involving permissions, approvals, routing, and auditability; customize AI workflows; collaborate directly with legal teams and end users; and convert deployment insights into scalable platform features.

Design sales enablement materials, including decks, one-pagers, and templates; contribute to the brand system; support campaigns, social, and events; collaborate with Sales, Product Marketing, and Customer Success; and build generative AI tools to scale brand work. The role requires strong editorial layout, typography, hierarchy, composition, project management, and collaboration skills.

Own Spellbook’s entire product function, including product vision, portfolio strategy, roadmap prioritization, execution, launches, customer insight, analytics, and cross-functional alignment. Lead and grow a team of Product Managers while partnering with engineering, design, marketing, sales, customer success, and the CEO. Drive AI-powered B2B SaaS product development and contribute to company strategy, investor narratives, and fundraising efforts.

Support the technical side of the sales cycle by troubleshooting setup, authentication, integrations, migrations, security questions, and trial issues. Deliver technical demonstrations, proofs of concept, RFP responses, documentation, and customer enablement while partnering with Account Executives, IT, and Engineering. The role serves as a technical advisor to legal, IT, and security stakeholders and is fully remote for candidates in Canada.

Leads the global customer success and support organization, including strategy, hiring, onboarding, support operations, retention, expansion, customer satisfaction, and product adoption. Partners with Sales, Product, Engineering, and executive leadership to represent customer needs, influence the roadmap, and manage strategic accounts. Establishes scalable processes, tooling, metrics, dashboards, SLAs, and reporting for a distributed post-sale organization serving SMB, mid-market, and enterprise legal customers.

Build and lead Spellbook’s post-sale operations function, including customer success reporting, renewal and churn forecasting, risk scoring, tooling, data models, and scalable business processes. Own the Customer Success technology stack, improve adoption and administrative efficiency, and connect sales, customer success, support, and product workflows. The role requires strong analytical, systems, project management, communication, and cross-functional change-management skills in a B2B software environment.