Legal Operations Manager

Operations

Join one of Connecticut's Top Ten Tech Startups!

RightCapital 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!

The Legal Operations Manager owns the day-to-day operational engine behind RightCapital's contracting work. This is a hands-on, individual-contributor role: you won't manage people, but you will own processes end-to-end — from how a contract request comes in, to how it's reviewed, negotiated, signed, stored, tracked, and operationalized post-signature.

You'll partner closely with Sales, Revenue Operations, Billing & Finance, Customer Experience, Compliance, and counsel. You'll also be our point person for evaluating and operationalizing modern legal tooling, including AI-assisted contract review, as we mature our function. Strategic decisions on tooling, vendors, and direction are made in partnership with the VP of Operations; you bring the research, recommendations, pilots, and execution.

What you'll do

Contract lifecycle ownership

·       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 escalate 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.

Cross-functional partnership

·       Sales & Revenue Operations — Serve as the embedded deal-desk lead for order forms, non-standard terms, and quote-to-cash workflows; define contracts 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.

AI contracting standards

·       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 RightCapital's broader AI governance program.

Reporting & continuous improvement

·       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).

What you'll bring

Required

·       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 tools (e.g., DocuSign, Adobe Sign)

·       Excellent written and verbal communication skills, with the ability to translate legal concepts into plain English for business teams.

·       Strong project management and stakeholder skills; able to keep multiple workstreams moving without dropping balls.

Nice to have

·       Experience administering a CLM platform, esp. Ironclad.

·       Exposure to AI-assisted contract review tooling and thoughtful perspectives on guardrails and human-in-the-loop design.

·       Familiarity with U.S. financial services / RIA / wealth-tech regulatory landscape (SEC, FINRA, state securities regulators).

·       Background in or close partnership with Sales, Customer Experience, Compliance, Revenue Operations, or Finance.

·       Ability to translate business needs into clear requirements for technical owners.

·       Familiarity with privacy frameworks (GDPR, CCPA, SOC 2) as they show up in commercial contracts.

What success looks like in year one

·       A documented, repeatable contracting workflow with clear SLAs, owners, and escalation paths.

·       A refreshed library of templates, playbooks, and fallback positions that materially reduce non-standard redlines.

·       A piloted (and, if approved, adopted) AI-assisted contract review capability with documented guardrails.

·       A reliable monthly reporting cadence on cycle times, renewals, and exceptions that leadership uses to make decisions.

·       Clear, trusted partnerships with Sales, RevOps, Billing, CE, and Compliance — you're the person they call first.

Benefits

  • 401(k)

  • 401(k) matching

  • Dental insurance

  • Employee assistance program

  • Employee discount

  • Flexible spending account

  • Health insurance

  • Health savings account

  • Life insurance

  • Paid time off

  • Parental leave

  • Professional development assistance

  • Referral program

  • Retirement plan

  • Vision insurance

Location, Schedule & Salary

  • Schedule: 8-hour shift, Monday to Friday

  • Location: Shelton, CT (Hybrid)

  • Overall target compensation: From $80,000 per year, plus an annual bonus

Interested? Email us your resume and a link to your Linkedin profile to careers@rightcapital.com.