Senior Paralegal

Red Oak

39d•Hybrid

About The Position

Red Oak is a fast-growing, PE-backed compliance SaaS company serving the financial services sector. As we scale through acquisitions and expand our platform, our legal workload has grown significantly. We're looking for a sharp, proactive Paralegal to help manage that volume. The Paralegal will support Red Oak's legal and corporate governance needs across a wide range of activities — from contract management and corporate filings to compliance support and M&A diligence. You'll work directly with executive leadership and outside counsel to draft, redline, track and deploy a variety of documents. This is a high-visibility role with significant autonomy for someone who thrives on owning process and driving outcomes.

Requirements

Experience: 5+ years of paralegal or corporate legal experience, ideally in a fast-paced tech or PE-backed environment. In-house experience strongly preferred.
AI-forward: Ideal candidate will be actively using AI tools, including workflow automation agents to ensure maximum productivity.
Education: Paralegal certificate or Bachelor's degree. A law degree is not required, and Bar admission is not required.
Corporate Legal Knowledge: Strong understanding of corporate governance, contract law, and commercial agreements. Familiarity with M&A processes is a plus.
Organizational Skills: Exceptional attention to detail and ability to manage multiple workstreams simultaneously.
Communication: Excellent written and verbal communication skills. Able to interface confidently with executives, board members, and outside counsel.
Tech Savvy: Comfortable with contract management tools, document management systems, and legal tech. Experience with CLM platforms is a plus.
Judgment: Ability to triage and prioritize legal requests, escalate appropriately, and exercise sound judgment on when to involve outside counsel.

Responsibilities

Contract Management – External: Draft, review, and manage commercial contracts including NDAs, vendor agreements, SaaS subscription agreements, and partnership agreements. Maintain a contract repository and track key dates and renewal terms.
Contract Management – Internal: Own and maintain all employee-facing documents including Invention Assignment, AI Acceptable Use Policy, Employee Ownership Program and more. Ensure that the most recent versions are signed and saved.
Outside Counsel Coordination: Serve as the primary liaison with external legal counsel. Manage timelines, budgets, and deliverables for outsourced legal work.
Corporate Governance: Support board meeting preparation, maintain corporate records, manage entity filings, and assist with corporate housekeeping across Red Oak's entity structure.
M&A Support: Assist with due diligence for acquisitions — organizing data rooms, tracking document requests, and coordinating with outside counsel.
Compliance Support: Help maintain compliance with corporate policies, regulatory requirements, and PE reporting obligations. Support internal audits and policy updates.
Intellectual Property: Assist with trademark filings, IP portfolio management, and monitoring for potential infringement issues.
Legal Operations: Build and improve legal processes, templates, and playbooks to increase efficiency as the company scales. Identify opportunities for legal tech tools.
General Legal Support: Handle a variety of ad hoc legal and administrative tasks as needed — employment matters, insurance renewals, regulatory filings, etc.