DISCO Verified

Legal Technology

Head of Investor Relations

RemoteRemoteFull TimeManager / HeadPosted 11 days ago

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Required skills

FP&A
financial modeling
forecasting
budgeting
performance measurement
financial communication
disclosure governance
shareholder base strategy
earnings execution
beat and raise model

Nice to have

high-tech
SaaS
private equity
investment banking

Role summary

The Head of Investor Relations will lead the company's engagement with the investment community, managing the IR function end-to-end. This includes owning the quarterly earnings cycle, developing financial communications, managing analyst and shareholder relationships, and ensuring disclosure governance. The role requires strong analytical capabilities, rigorous financial communication, and sound judgment on disclosure-sensitive topics. The Head of IR will partner closely with the CEO, CFO, Legal, and FP&A, leveraging AI and advanced analytics to enhance investor insights and decision-making. The ideal candidate has 10+ years of FP&A or investment-related experience, expertise in financial modeling and forecasting, and excellent communication and leadership skills.

Your Impact

The Head of Investor Relations leads the company's engagement with the investment community. They will own the IR function end-to-end — earnings execution, analyst and shareholder relationshipmanagement, shareholder base strategy, and disclosure governance — while working closely with the CEO, CFO, Legal, and the disclosure committee. They pair strong analytical capabilities with rigorousfinancial communication and sound judgment on disclosure-sensitive topics.

What You'll Do

Earnings & Financial Communications: Owns the quarterly earnings cycle: script development, Q&A prep, press release, investor deck, and post-print analyst debrief. Ensures consistency across GAAP/non-GAAP disclosures, guidance methodology, and management commentary quarter to quarter. Partners with FP&A and Accounting so all IR materials reconcile to underlying financials. Builds and maintains the beat and raise model. Partners with Legal on Reg FD compliance and coordinates investor-facing content around 8-K/10-Q/10-K filings. Maintains the IR content calendar to keep earnings, conferences, and ad hoc communications aligned.

Analyst & Investor Relationship Management: Serves as the primary point of contact for sell-side coverage and existing/prospective shareholders. Manages the conference and roadshow calendar; prepares executives for fireside chats, 1x1s, and NDRs. Tracks sell-side estimates, rating actions, and thesis shifts, and synthesizes them into actionable summaries for leadership. Identifies and sequences outreach to mandate-appropriate prospects. Uses 13F ownership data and trading liquidity metrics to inform targeting and prioritization of funds that can build positions.

Narrative & Positioning: Translates product and competitive strategy into a coherent, disciplined investor narrative — distinguishing what the data supports from narrative inference. Builds and maintains core IR collateral: investor presentation, fact sheet, FAQ, and IR website content.

Executive & Board Support: Prepares the CEO, CFO, and other spokespeople for investor-facing engagements. Briefs the Board regularly on shareholder sentiment, analyst perception, and market positioning. Supports capital markets strategy discussions, including capital allocation communication.

Market Intelligence & Reporting: Monitors peer performance and small-cap software sentiment broadly; flags implications for DISCO's valuation and positioning. Tracks and reports IR KPIs on a regular cadence — coverage breadth, ownership concentration, liquidity, short interest.

AI Strategy & Innovation: Leverages AI and advanced analytics to enhance investor insights, market intelligence, investor communications, and decision-making while ensuring data accuracy,confidentiality, and regulatory compliance.

Who You Are

10+ years leading Investor Relations at a publicly traded company, or 6+ years as a sell-side equity research analyst at a top-tier bank or research firm

Expert in financial modeling, forecasting, budgeting, and performance measurement

Sharp analytical thinker with strong business acumen

Experience using AI tools to automate workflows

Excellent communication, collaboration, and presentation abilities

Strong leadership, coaching, and team development competencies

Track record of contributing strategic insights to executive leaders

Experience developing and leading high-performing finance teams

Strong business partnership and influencing skills

Even Better If You Have…

Experience in high-tech, SaaS, private equity, or investment banking

Investor relations exposure

Authorization to Work in the U.S.: Candidates must be legally authorized to work in the United States without sponsorship now or in the future. DISCO is not currently sponsoring visas, including, but not limited to, H-1B, TN, or EAD, and we are not accepting visa transfers.

Perks of DISCO

Open, inclusive, and fun environment

Benefits, including medical, dental and vision insurance, as well as 401(k)

Competitive salary plus RSUs

Flexible PTO

Opportunity to be a part of a company that is revolutionizing the legal industry

Growth opportunities throughout the company

About DISCO

DISCO provides a cloud-native, artificial intelligence-powered legal solution that simplifies ediscovery, legal document review and case management for enterprises, law firms, legal services providers and governments. Our scalable, integrated solution enables legal departments to easily collect, process and review enterprise data that is relevant or potentially relevant to legal matters.

At DISCO, we believe AI is a core enabler of how work gets done. All employees are expected to proactively adopt and responsibly use AI tools to drive efficiency, improve outcomes, and continuously evolve how they operate in their role.

Are you ready to help us fulfill our mission to use technology to strengthen the rule of law? Join us!

We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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