Legal Operations and Contracts Lead

Legal Operations and Contracts Lead

Legal Operations & Process Management

• Co-manage legal request intake, triage issues, and provide guidance on legal and compliance questions across the organization.

• Develop and enforce legal processes and policies to improve efficiency, facilitate change, and control costs, including legal billing guidelines and budget optimization.

• Co-manage legal technology solutions, including contract lifecycle management systems, e-signature platforms, AI tools, and vendor relationships.

• Identify and implement process improvements and best practices to enhance operational efficiency and reduce legal risk.

• Co-develop and maintain forms, playbooks, templates, and policies to support scalable legal operations.

Contracts & Vendor Management

• Assist with end-to-end contract lifecycle management, from drafting and negotiation to execution and compliance monitoring.

• Monitor contract and vendor timelines, including renewals and key milestones.

• Collaborate with external vendors and legal service providers to optimize service delivery and cost-effectiveness.

• Manage outside counsel usage and spend across all practice areas.

Intellectual Property

• Maintain trademark and patent portfolios including renewals and deadlines.

• Draft and send cease and desist letters for brand enforcement.

• Assist with IP litigation support, including evidence gathering, document production, and serving as liaison with outside counsel.

Marketing & Advertising Compliance

• Review and advise on marketing collateral (digital, print, web, email, video, paid media) for compliance with advertising and consumer protection laws, including insurance-specific regulatory requirements.

• Work closely with marketing teams on advertising claims, ensuring consistency with FTC guidelines, insurance regulatory standards, and prohibition on misleading statements in insurance advertising.

• Contribute to maintaining marketing claims bank, internal guidelines, and review checklists.

Privacy Operations

• Assist with responding to data subject access and deletion requests, ensuring timely processing and compliance.

• Work with SVP of Legal to ensure company stays current with evolving privacy laws (CCPA/CPRA and other U.S. state privacy laws).

• Support security reviews as needed.

Cross-Functional Collaboration & Support

• Provide legal support to cross-functional teams including marketing, sales, agency, customer support, IT/security, finance and other business units, contributing to the achievement of overall business objectives.

• Liaise closely with litigation, IP, employment, corporate, and other outside counsel on case management, scheduling, and records maintenance.

• Assist with M&A, financing, and legal diligence projects as needed.

• Request and maintain corporate records.

• Assist in developing training materials for legal and cross-functional teams on legal processes, corporate compliance, contract management and other relevant legal updates.

As we evaluate candidates, we look for folks with a strong sense of ownership, excellent communication and collaboration skills, and a dedication to continuous improvement.

Required Experience & Expertise

• Paralegal Foundation: Paralegal certificate, associate/bachelor's degree plus paralegal certification, or equivalent legal work experience.

• Proven Track Record: 10+ years of paralegal or legal professional experience, ideally combining law firm and in-house environments.

• Privacy Compliance: Familiarity with privacy frameworks (CCPA/CPRA and other U.S. state privacy laws) and experience managing privacy operations including DSAR processing and compliance workflows.

• Contract & Vendor Management: Experience with procurement or vendor management a plus.

• IP Portfolio Management: Hands-on experience maintaining trademark and patent portfolios, coordinating with outside counsel, and supporting brand enforcement actions including C&D letters and litigation support.

• Marketing & Advertising Law: Demonstrable knowledge of U.S. advertising and marketing law and consumer protection principles. Experience reviewing marketing materials and working collaboratively with marketing teams.

Skills & Attributes

• Organization & Time Management: Exceptional organizational skills with proven ability to simultaneously manage high-volume, competing priorities across multiple practice areas with meticulous attention to detail.

• Legal Ops Mindset: Passion for improving workflows, implementing automation, and building scalable processes. Track record of driving efficiency improvements.

• Team Player with Initiative: Proactive self-starter who takes ownership of projects and anticipates needs. Collaborative mindset with ability to work independently and contribute meaningfully to team success.

• Tech Savviness: Proficient with legal technology platforms, contract management systems, and AI tools. Early adopter mentality and excitement about leveraging technology for efficiency.

• Communication Excellence: Clear verbal and written communication skills with ability to explain legal concepts to non-lawyers. Customer-service mindset.

• Sound Judgment: Ability to assess and mitigate legal risk, escalate appropriately, and make practical business-aligned recommendations.

• Collaborative Influencer: Master at building trusted relationships across functional areas and influencing positive outcomes through empathetic, constructive communication.

Technical Proficiency: Functional knowledge of Google Workspace and Microsoft Office. Familiarity with JIRA and Confluence a plus.