Legal Operations Manager

Right Capital is an innovative financial tech startup providing cutting‑edge holistic financial planning software. We were recently voted by The Daily Finance as one of Connecticut's Best Fintech companies! We started as a group of entrepreneurs working from a garage in Connecticut to now having the 3rd largest financial planning technology company in the US. We have seen tremendous growth within this space, and have our eyes squarely set on growing this company to the next level as we help financial advisors add value to their clients!

• Own the end‑to‑end contract lifecycle for customer, vendor, and partner agreements — intake, triage, review, redlining, approval, signature, storage, and post‑signature obligations tracking.
• Maintain and continuously improve our library of templates, clause libraries, playbooks, and fallback positions for MSAs, order forms, NDAs, DPAs, vendor SaaS agreements, and partnership agreements.
• Triage incoming contract requests, apply playbooks, and escape non‑standard issues to counsel or leadership with a clear recommendation.
• Track key dates and obligations (renewals, auto‑renewals, notice periods, terminations, price escalators) and proactively surface them to the right business owners.
• Sales & Revenue Operations – Serve as the embedded deal‑desk lead for order forms, non‑standard terms, and quote‑to‑cash workflows; define contract requirements and approval‑routing logic that inform Salesforce and related deal‑desk tooling.
• Billing & Finance – Advise on revenue‑impacting terms (payment, auto‑renewal, true‑ups, termination for convenience) and ensure executed contracts flow cleanly into invoicing and revenue recognition.
• Customer Experience – Manage amendments, assignments, renewals, and trust/security questionnaire responses, ensuring commitments made at signing are operationalized post‑sale.
• Compliance & Security – Coordinate on DPAs, security exhibits, vendor due diligence, and regulatory updates that need to be reflected in our templates and workflows.
• Design, document, and continuously refine contracting workflows, intake/triage processes, and self‑service paths (e.g., click‑through NDAs, standard‑paper order forms) to reduce cycle time and bottlenecks.
• Research and recommend AI‑assisted contract review and redlining tools (e.g., Ironclad AI); pilot approved solutions and, once adopted, operationalize them by establishing guardrails, prompt/playbook libraries, and human‑in‑the‑loop review standards.
• Evaluate and recommend other legal tech investments (CLM, e‑signature, intake/ticketing); lead implementation, change management, and end‑user training once direction is set.
• Maintain a single source of truth for executed contracts, ensuring metadata, naming conventions, and access permissions are consistent and auditable.
• Own the contract language for anything AI‑related — both inbound (vendor agreements for AI tools we use) and outbound (customer‑facing language about how we use AI). Negotiate protections around training data, IP indemnities, output ownership, and data‑use restrictions; partner with Compliance to stay aligned with Right Capital's broader AI governance program.
• Build and maintain dashboards and recurring reports on contract pipeline, cycle times, standard vs. non‑standard positions, exception rates, and renewal forecasts.
• Use data to identify recurring redline patterns, bottlenecks, and risk hotspots — and translate those insights into playbook, template, or process updates.
• Define and track KPIs for the contracting function (e.g., time‑to‑sign, % of deals on standard paper, queue time, self‑service adoption).

• 4+ years of experience in legal operations, contract management, deal desk, or a closely related function — ideally in a B2B SaaS or technology environment.
• Strong working knowledge of commercial SaaS contracting concepts: MSAs, order forms, SLAs, DPAs, auto‑renewals, true‑ups, indemnities, limitations of liability, and termination rights.
• Demonstrated track record of designing and rolling out workflows, playbooks, or self‑service tools that improved speed and consistency.
• Hands‑on comfort with Slack, Salesforce and e‑signature…