Commercial Counsel at Pontera

New York, New York, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

FintechIndustries

Requirements

Experienced legal strategist with at least 5 years of legal experience, including a combination of experiences in-house at a SaaS or technology company and law firm
Deep experience in drafting and negotiating SaaS agreements, MSAs, licensing agreements, and NDAs with enterprise clients, vendors, and integration partners
Experience creating and maintaining standard terms, playbooks, fallback provisions, and contract templates
Experience managing legal workflows and implementing contract lifecycle management (CLM) tools
Experience identifying and mitigating legal, compliance, IP, and privacy risks in contracts
Must be admitted to practice law and in good standing in at least one U.S. state or the District of Columbia. Active bar membership in the jurisdiction where the position is based (or eligibility for in-house counsel registration, if applicable) is required
Plus: In-house experience with a fintech or RIA

Responsibilities

Draft, review and negotiate a wide variety of commercial agreements, including enterprise, third party vendors and commercial deals
Support sales teams during deal cycles by reviewing and revising contracts to align with company policies and risk tolerance
Identify and mitigate legal and business risks in commercial engagements while supporting growth
Ensure contracts comply with relevant data privacy regulations and work with security teams to manage DPAs, etc
Develop internal training programs for go-to-market teams on contracting processes and legal risks
Advise internal stakeholders on legal risks and benefits to commercial terms, intellectual property, privacy and use of open-source software

Skills

Key technologies and capabilities for this role

Contract DraftingContract NegotiationContract ReviewCommercial AgreementsVendor AgreementsData Privacy ComplianceDPAsLegal Risk MitigationSales Support

Questions & Answers

Common questions about this position

What experience is required for the Commercial Counsel role?

Candidates need at least 5 years of legal experience, including a combination of in-house at a SaaS or technology company and law firm, with deep experience in drafting and negotiating SaaS agreements, MSAs, licensing agreements, and NDAs.

What are the key responsibilities of the Commercial Counsel?

Responsibilities include drafting, reviewing, and negotiating commercial agreements, supporting sales teams during deal cycles, identifying and mitigating risks, ensuring compliance with data privacy regulations, developing training programs, and advising on legal risks related to commercial terms, IP, privacy, and open-source software.

What is Pontera's company culture like?

Pontera's culture is built on a people-first principle, where in a complex and numbers-driven industry, the company never loses sight of the people it serves and works alongside; the team is fast-growing and driven to become one of the largest fintech companies.

What are the bar admission requirements for this position?

Candidates must be admitted to practice law and in good standing in at least one U.S. state or the District of Columbia, with active bar membership in the jurisdiction where the position is based or eligibility for in-house.

What makes a strong candidate for the Commercial Counsel role?

A strong candidate has experience managing legal workflows and implementing CLM tools, creating standard terms, playbooks, and contract templates, plus expertise in identifying and mitigating legal, compliance, IP, and privacy risks.

Pontera

Platform for managing retirement accounts

About Pontera

Pontera offers a platform for financial advisors to manage and monitor their clients' 401k and retirement accounts, allowing for a cohesive approach to wealth planning. The platform focuses on active management, which has been shown to increase returns by an average of 3.3% per year, net of fees. Pontera operates on a subscription model, generating revenue from financial advisors who use the service to enhance client outcomes. The company's goal is to improve client satisfaction and retention by providing valuable tools for managing retirement assets.

New York City, New YorkHeadquarters

2012Year Founded

$147.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees