About The Position

Ruby Labs is seeking an Forms & Templates Operations Specialist to manage and build the document content for their D2C document automation product. This role involves formatting PDF forms in Adobe Acrobat, creating modular content blocks and conditional logic in their CMS (Payload), and collaborating with Product, Engineering, and the legal content team to ensure the document library is accurate, structured, and expanding. The ideal candidate will have strong technical content management skills, expertise in Adobe Acrobat and CMS platforms, and a proactive, self-directed approach.

Requirements

  • 2–4 years of experience in content operations, technical content management, product ops, or a similar hands-on role.
  • Strong, hands-on experience with CMS platforms — Payload strongly preferred. You're comfortable working with content models, collections, fields, relationships, conditional logic, and versioning.
  • Hands-on expertise with Adobe Acrobat for preparing fillable PDF forms — you know your way around field types, alignment, tab order, calculations, and form validations.
  • Strong logical thinking — you can break a complex agreement or document flow into modular blocks and conditional rules.
  • Excellent organizational and documentation skills — you keep large content libraries clean and structured.
  • Highly proactive, resourceful, and self-directed — you drive projects forward without needing constant direction.
  • Hands-on familiarity with AI tools (ChatGPT, Claude, etc.) to boost personal efficiency.

Nice To Haves

  • Experience with legal, tax, or administrative document content.
  • Background working with structured content systems, taxonomies, or templated content platforms.
  • Familiarity with conditional logic, form builders, or document automation tools.
  • Experience working in D2C SaaS, LegalTech, or document/utility products.
  • Familiarity with international markets and multi-jurisdiction content.

Responsibilities

  • Source and download official forms (tax, legal, administrative, business) across multiple countries.
  • Prepare and format them into clean, fillable PDF forms in Adobe Acrobat — proper field types, alignment, tab order, validations, and styling.
  • Ensure forms render correctly across desktop and mobile, and behave consistently in our editor.
  • Audit existing forms and continuously improve quality, fillability, and consistency.
  • Build and maintain modular content blocks, clauses, and conditional logic in our CMS (Payload) that power our agreement generation flows.
  • Translate legal and product requirements into structured content models — fields, collections, relationships, conditional rules.
  • Manage versioning, taxonomy, and metadata across the content library.
  • Coordinate with engineering when content models or integrations need updating.
  • Maintain a clean, well-organized library of forms and templates — proper categories, metadata, and discoverability.
  • Collaborate with the legal content team to ensure agreement templates are accurate, modular, and scalable.
  • Help prioritize new forms and templates based on market demand and product priorities.
  • Use AI tools to accelerate content prep, formatting, and CMS operations wherever possible.

Benefits

  • Remote Work Environment
  • Unlimited PTO
  • Paid National Holidays
  • Company-provided MacBook
  • Flexible Independent Contractor Agreement
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