[Remote] Senior Paralegal -Legal Order Process and Customer Dispute Support

Note: The job is a remote job and is open to candidates in USA. BILL is a rapidly growing Fintech company that empowers businesses by replacing outdated financial processes with innovative tools. The Senior Paralegal will manage legal order processes, provide support for customer disputes, and collaborate with various teams to ensure efficient legal responses.ResponsibilitiesOverall responsibility for LOP management and tracking, including intake, assessment, coordination with support teams to take action on the order, investigation where needed to assess and respond to order,and preparing responses to third partiesReviewing all LOP to issue-spot for issues requiring escalation to in-house legal contactSummarize, follow up and help to resolve escalated LOP issuesAccountable and responsible for meeting LOP deadlines, identifying need for additional time, negotiating and documenting extensions of timeAccountable and responsible for accurate LOP tracking and reporting including working with applications that support LOP management, responses and trackingDemonstrate subject matter expertise in the technologies, case management software and other tools used to manage LOPOwn updates and training on LOP Playbooks, templates, guidelines and conduct training as needed on these resources as needed to guide support teamsIdentify and prepare objections to subpoenas and other LOP as needed. Work with in-house and opposing legal counsel to assess and resolve objectionsImplement document productions, including ability to use appropriate software to ensure productions are secure and appropriately limited. Awareness of potential objections to document productions based on confidentiality, privilege and other legal protections. Identify and escalate potential issues related to privilege to in-house lawyersConduct legal research to support LOP responsesAssess current LOP processes and where needed create new practical processes and protocols (including refinements to existing playbooks and templates) to increase efficiencies. Guide support teams on use of the sameCollaborate and troubleshoot with support teams on LOP responsesMaintenance and update of case management matter filesWeekly meeting with managing attorney to discuss weekly goals and escalated mattersWeekly meeting with legal dispute team to discuss weekly goals, assignments and specific matter strategy and resolutionOpen and update case matters for customer disputes and litigationAssist with internal investigations by working with support teams to gather relevant records, and identify and organize factual timelines in clear and succinct summaries to address legal complaintsAssist with settlement agreements, including preparing the agreement, coordinating the signing of the agreement, working with accounts payable to ensure payment deadlines are metAssist with all aspects of litigation, such as collecting records necessary for case evaluationUpdate and run reports from dispute management support softwareArrange for service of process and case filings with courts and arbitrators, where neededEnsure regulatory dispute responses meet deadlinesSkillsOverall responsibility for LOP management and tracking, including intake, assessment, coordination with support teams to take action on the order, investigation where needed to assess and respond to order, and preparing responses to third partiesReviewing all LOP to issue-spot for issues requiring escalation to in-house legal contactSummarize, follow up and help to resolve escalated LOP issuesAccountable and responsible for meeting LOP deadlines, identifying need for additional time, negotiating and documenting extensions of timeAccountable and responsible for accurate LOP tracking and reporting including working with applications that support LOP management, responses and trackingDemonstrate subject matter expertise in the technologies, case management software and other tools used to manage LOPOwn updates and training on LOP Playbooks, templates, guidelines and conduct training as needed on these resources as needed to guide support teamsIdentify and prepare objections to subpoenas and other LOP as needed. Work with in-house and opposing legal counsel to assess and resolve objectionsImplement document productions, including ability to use appropriate software to ensure productions are secure and appropriately limited. Awareness of potential objections to document productions based on confidentiality, privilege and other legal protections. Identify and escalate potential issues related to privilege to in-house lawyersConduct legal research to support LOP responsesAssess current LOP processes and where needed create new practical processes and protocols (including refinements to existing playbooks and templates) to increase efficiencies. Guide support teams on use of the sameCollaborate and troubleshoot with support teams on LOP responsesMaintenance and update of case management matter filesWeekly meeting with managing attorney to discuss weekly goals and escalated mattersWeekly meeting with legal dispute team to discuss weekly goals, assignments and specific matter strategy and resolutionOpen and update case matters for customer disputes and litigationAssist with internal investigations by working with support teams to gather relevant records, and identify and organize factual timelines in clear and succinct summaries to address legal complaintsAssist with settlement agreements, including preparing the agreement, coordinating the signing of the agreement, working with accounts payable to ensure payment deadlines are metAssist with all aspects of litigation, such as collecting records necessary for case evaluationUpdate and run reports from dispute management support softwareArrange for service of process and case filings with courts and arbitrators, where neededEnsure regulatory dispute responses meet deadlinesAbility to work independently and ownership mindset demonstrated by accountability for meeting legal order deadlines with appropriate responseGood judgement demonstrated by understanding the risks associated with legal orders and applying that knowledge to resolve obstacles and by knowing when to escalate an issue that requires further inputStrong problem solving and critical thinking skills demonstrated by the ability to develop solutions to problems and implement those solutionsExcellent communication skills and a team-oriented approach with the ability to build strong relationships with the support teams that assist usTechsavvy - able to master applications that support legal order processing flow, such as Checkbox and AI toolsIntellectual curiosity and alignment with our core values: Humble, Fun, Authentic, Passionate, and AccountableStrong attention to detail and organizational skillsDrive for results - impact/outcome focusedBenefitsMedical, dental, vision, life and disability insurance401(k) retirement planFlexible spending & health savings accountPaid holidaysPaid time off100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP)HSA & FSA accountsLife Insurance, Long & Short-term disability coverageEmployee Assistance Program (EAP)11+ Observed holidays and wellness days and flexible time offEmployee Stock Purchase Program with employee discountsWellness & Fitness initiativesEmployee recognition and referral programsCompany OverviewBILL is a developer of financial automation software for small and midsize businesses (SMBs). It was founded in 2006, and is headquartered in San Jose, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.bill.com.