Paralegal, Sr  San Jose, CA

Only local applicants are eligible to apply for this position.

Job Description:

• Looking for a highly motivated Senior Paralegal with 8+ years of experience to join our legal team to be a primary team member for resolving customer disputes, litigation and regulatory complaints.
• The ideal candidate will have substantial experience in running investigations in a company, gathering key records related to disputes, organizing relevant facts for pre-litigation dispute resolution and preparing responses to customer complaints.
• The Senior Paralegal will work closely with our inhouse litigation lawyer and with various support teams such as customer service, payment and risk operations teams and will join a passionate and dedicated team of legal and compliance professionals on a mission to support the company’s growth.

Professional Experience/Background to be successful in this role:

• 8+ years of combined customer dispute resolution and litigation experience, with an emphasis on hands-on pre-litigation dispute resolution.
• The ability to lead and run internal investigations, gather relevant records, and identify and organize factual timelines in clear and succinct summaries.
• Self-starter who can track deadlines, navigate a company to find key stakeholders for information and proactively move, through resolution, an entire case portfolio.
• Legal writing skill as it relates to preparing complaint responses and basic legal documents such as legal holds, discovery objections, continuance requests and settlement agreements.
• Comfort with interacting directly with customers and where needed resolving small disputes.
• Experience in working with litigation counsel to support all aspects of litigation, including pleadings, motions, service, discovery, case management and resolution.
• The ability to maintain dispute files in an up-to-date fashion and produce regular reports and metrics on disputes.
• Comfortable with legal research of non-complex issues, the ability to reach conclusions on that research and apply those conclusions to practical action in resolving customer disputes.
• Ability to assist with the creation of practical processes and protocols (such as playbooks and templates) to increase efficiencies and to guide support teams in dispute resolution.
• Comfort with identifying risks that should be escalating and collaborating with litigation counsel to address those risks.
• Experience in responding to subpoenas, liens and garnishments and other discovery requests to back up other team members when needed.
• Familiarity with, and strong interest in, Bill.com, alternative payments, emerging payments
• technology and the payments industry.

Competencies (Attributes needed to be successful in this role):

• Bachelor’s degree and/or paralegal certification preferred or equivalent experience and
• evidence of exceptional ability.
• Strong problem-solving skills and the ability to handle multiple assignments simultaneously, with effective resolution of conflicting priorities.
• Solid technical acumen which supports mastery of a variety of case management tools.
• Sound and practical business judgment, intellectual curiosity, comfortable and adept at balancing risk and opportunity.
• Excellent communication skills and a team-oriented approach with the ability to build strong and lasting relationships with business partners, customers and management.
• Intellectual curiosity, a desire and alignment with our core values: Humble, Fun, Authentic, Passionate, and Accountable.
• Strong attention to detail and organizational skills.
• Ability to work independently and ownership mindset - sees projects through from end to end.
• Critical thinking skills - be able to receive feedback and provide next steps, change direction if needed.
• Drive for results - impact/outcome focused.

Hiring Manager Notes:

• MUST HAVE IN-HOUSE EXPERIENCE.
• Work shift hours: 9-5pm PT
• Interview process: Multiple (1 one-to-one interview, then 1 interview panel with a few of my team members.
• Team size: Working directly with a team of 3
• Special software or skills: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) & Google Drive / G-Suite Skills
• Handle customer disputes, pre-litigation matters, and regulatory complaints end-to-end.
• Lead investigations, gather records, build timelines, and summarize facts.
• Draft complaint responses, legal holds, discovery responses, and basic legal documents.
• Manage a case portfolio, track deadlines, and maintain reports/metrics.
• Support litigation counsel with pleadings, discovery, motions, and case management.
• Respond to subpoenas, liens, and garnishments.
• Develop processes, playbooks, and templates to improve efficiency.
• Strong skills in organization, communication, judgment, and technical tools.
• 8+ years dispute/litigation experience with ability to work independently.
• Looking to keep this role local to San Jose, CA,
• In-house
• Hybrid – 3 days in office

MUST HAVE:

• Bachelor’s degree and/or paralegal certification preferred or equivalent experience and
• evidence of exceptional ability.
• MUST HAVE IN-HOUSE EXPERIENCE.
• 8+ years of combined customer dispute resolution and litigation experience, with an emphasis on hands-on pre-litigation dispute resolution.
• 8+ years dispute/litigation experience with ability to work independently.
• Experience in running investigations in a company, gathering key records related to disputes, organizing relevant facts for pre-litigation dispute resolution and preparing responses to customer complaints.
• Experience in working with litigation counsel to support all aspects of litigation, including pleadings, motions, service, discovery, case management and resolution.
• Experience in responding to subpoenas, liens and garnishments and other discovery requests to back up other team members when needed.