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.

About the Role

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.

About You

You're a fit for the Principal Consultant, Professional Services role of if you have:

• Bachelor’s degree in Law, Tax, Business, Computer Science, or 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.
• Certified Change Management Professional (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 working with customers on a range of different projects, delivering excellent customer service
• Communications/Status Reporting – ability to effectively communicate findings and solutions to customer and prepare status updates for projects and regularly communicate and share knowledge with the customer and the team
• Monitoring costs of own work in alignment with project plan
• Accountability for the quality of own work and delivery within agreed procedures and timeframes
• Accountability for determining the approach used to address routine professional issues

Preferred Skills

• Familiarity with AI-powered legal or tax technologies and their application.
• Experience designing and implementing adoption frameworks specific to AI for new software solutions.
• Knowledge of integration with enterprise systems (e.g., document management,