Senior Paralegal

Summary

Join Passthrough as a Senior Paralegal (Fund Formation) and own relationships with law firm partners, leading complex fund formations, and designing the Legal Success Program. You will solve problems by owning law firm relationships, coordinating demos, collaborating with Client Success Managers, creating executive business review frameworks, defining SLAs, creating a support and training program, channeling market feedback, and piloting beta features. Success means accelerated fund launches, law firm partner satisfaction, and referenceable law firm logos. The role requires 5+ years of direct fund-formation experience, working knowledge of fund structures and regulations, and executive presence. The company offers competitive salary, stock options, health insurance, 401k, life insurance, PTO, parental leave, and a wellness stipend.

Requirements

• 5+ years’ direct fund‑formation experience as a senior paralegal drafting/negotiating/ reviewing subscription agreements
• Working knowledge of venture, private‑equity, or hedge‑fund structures (Delaware LPs, master‑feeder, SPVs) and relevant securities regulations
• Executive presence—comfortable running QBRs with Managing Partners, General Counsel, and C-Suite

Responsibilities

• Lead complex fund‑formation launches on Passthrough—translating legal terms, waterfall models, and jurisdictional nuances into scalable workflows
• Design our Legal Success Program—playbooks, health scores, and legal‑feedback loops that become our internal standards for each partner
• Own law firm relationships from late-stage sales and partnerships hand-offs through renewal
• Point of contact for knowledgeable management and existing network of individual lawyers within each partnership
• Coordinate demos and sales follow up for General Partner clients of law firms to increase engagement with the platform
• Collaborate with the Client Success Managers to ensure alignment with the law firm operating model/requirements through continued enhancements of the rule of engagement for each firm
• Create executive business review frameworks and automate account health, usage, and risk; surface data-driven insights to leadership
• Define law firm partner SLAs for response times, onboarding turnarounds, and client support, and enforce them with performance monitoring
• Create a robust support and training program to ensure legal teams get the most out of Passthrough
• Channel market feedback from fund formation attorneys into the roadmap, prioritizing features that unblock complex closes
• Pilot beta features with law firm partners and produce case studies for marketing

Preferred Qualifications

• Experience implementing SaaS or fintech solutions inside AmLaw 100 or in‑house legal teams
• Familiarity with electronic signature, KYC/AML, and capital‑call processes
• Prior use of tools like iManage, Litera, or DealCloud

Benefits

• Competitive salary - $110,000 - $140,000 per year
• Passthrough stock options
• Health, dental, and vision insurance
• 401k contribution program with matching
• Life insurance
• PTO & unlimited sick leave
• Parental leave
• Annual health & wellness stipend