InfoTrack US

Manager

• Supply Acquisition
• Source agencies and individual agents from public registries, court records, industry associations, and community channels; build and maintain a prospecting pipeline with sufficient depth to support market-by-market expansion.
• Recruit—this is your core value-add. Develop and refine the inbound narrative with Marketplace leadership, then tailor it by audience, context, and market. Your goal is to convert skeptical agency owners and independent agents into active Exchange members.
• Manage two distinct recruiting motions in parallel: agencies (company-level relationships, contract negotiations, and coverage agreements) and individual agents (faster cycle, higher volume, and different objection sets).
• Own the handoff to the Onboarding/Support team. When a supplier commits, ensure they transition with clear context and defined next steps while remaining a trusted partner throughout the relationship without owning the technical onboarding process.
• Build and iterate on outreach templates, pitch decks, and objection-handling strategies over time. This playbook doesn't exist yet—you'll help create it.
• Market Intelligence
• Own coverage maps by state, county, and service type, identifying gaps, density targets, and priority markets for the next quarter's recruiting efforts.
• Analyze market rates by jurisdiction; identify where Exchange is competitive, where gaps exist, and what it will take to win market share.
• Translate demand signals from Operations and Sales into proactive recruiting priorities (e.g., "We're launching Illinois next quarter—start building the pipeline now.").
• Produce lightweight, actionable analysis for leadership. Pull your own data, synthesize your conclusions, and leverage support from a Business Analyst for more complex analytical projects when needed.
• Community Communications
• Maintain a regular communications cadence for both audiences, including product releases, new market launches, marketplace milestones, and company updates.
• Write in a voice that earns the trust of practitioners. These are working professionals, not marketing targets, and your communications should reflect that.
• Own the Voice of the Supplier by managing a lightweight feedback collection process, synthesizing themes across agencies and individual agents, and providing structured input to the Product team on a regular cadence.
• Build long-term community loyalty that reduces churn and positions Exchange as the preferred platform for suppliers who have choices.

Principal Marketplace Manager

Financial Planning and Analysis

• Execute budgeting and forecasting processes, including model updates, assumption validation, and consolidation across entities.
• Perform detailed variance analysis against budget, forecast, and prior periods, identifying key performance drivers and trends.
• Analyze key financial and operational KPIs, providing structured insights (MoM, YTD, trend analysis).
• Collaborate with cross-functional finance and non-finance stakeholders to build, validate, and maintain financial and operational data.
• Act as a finance contact for operational teams, bridging financial analysis and business performance.
• Partner with local Controllers and support Global Head of FP&A with group-level planning, reporting, and performance review across business units.
• Develop and refine financial models to improve accuracy, transparency, and alignment with business drivers.
• Dive deeply into financial and non-financial data to become a subject matter expert and provide actionable insights.
• Support future initiatives such as new planning system implementation, ad-hoc projects including M&A or IPO readiness.
• Promote a teamwork mentality and proactive problem-solving across the finance function.

Senior FP&A Analyst, Platform

Product Manager

• Own the product strategy, roadmap, and user experience for the client-facing components of the InfoTrack Exchange marketplace, including InfoTrack, Green Filing, and Courtny.
• Define, prioritize, and maintain product roadmaps for each product surface to ensure a cohesive, intuitive, and continuously improving customer experience.
• Identify opportunities to improve order placement, tracking, and related user workflows by addressing customer pain points and optimizing the end-to-end experience.
• Partner closely with Engineering and Design to prioritize, develop, and deliver product enhancements through an iterative development process.
• Establish, monitor, and analyze key product growth metrics, including user adoption, engagement, order volume, feature utilization, and conversion performance.
• Design, execute, and evaluate A/B tests and other product experiments to validate hypotheses, inform product decisions, and drive continuous improvement.
• Analyze customer behavior and product performance data to identify high-impact opportunities that improve user acquisition, engagement, retention, and overall marketplace growth.
• Develop and maintain product performance dashboards and reporting that provide leadership with actionable insights into product health and business outcomes.
• Partner with Sales and Customer Success to communicate product enhancements, value propositions, and feature releases that support customer adoption and revenue growth.
• Maintain a consistent cadence of product release communications and enablement materials to ensure customer-facing teams remain informed and prepared.
• Collect, analyze, and synthesize customer feedback from law firms and internal stakeholders to inform product priorities and ensure customer insights are incorporated into the product development lifecycle.

Principal Growth Product Manager, InfoTrack Exchange

General

• - Own product strategy, partnering with the CEO and P&L owners to define and execute the product vision.
• - Consolidate fragmented product lines into a unified, scalable platform that accelerates growth.
• - Drive new product development into adjacent legal-tech categories, with an emphasis on multimillion dollar product launches.
• - Lead AI-first product innovation, building capabilities and features that materially improve client outcomes.
• - Oversee UX transformation across all core product lines to modernize, streamline, and differentiate.
• - Set standards for world-class execution, roadmap discipline, and outcome-driven product management.
• - Champion product market expansion across existing customer bases and new legal verticals.
• - Partner tightly with engineering, security, compliance and operations to ensure quality, reliability, and adherence to regulated environments.
• - Represent the product vision internally and externally through customers, partners, industry leaders, and events.

Chief Product Officer

• Act as the primary contact for upper-level support and de-escalate sensitive client situations
• Proactively monitor and resolve problem jobs, prioritizing a high-quality client experience
• Employ problem-solving skills to identify root causes, leveraging all available resources for efficient resolutions
• Maintain accurate records within ServeManager, ensuring adherence to established policies
• Partner with your manager to meet corporate and department goals
• Stay updated on technological advancements to enhance service levels and efficiency
• Assist in the onboarding of new team members

Client Escalations Specialist

Document Specialist

• Handle customer inquiries and escalations, as well as collaborating with customer support, customer success managers, and field affiliates, with specific focus on timely deployment and status updates, accuracy of work orders, and responsiveness
• Achieve stated productivity goals and generate daily/weekly reports for management on individual metrics as required
• Develop and constantly improve systems for tracking orders and responsibilities for maximum efficiencies for our customers