Wellspring Worldwide

General Counsel

• Ensure the company's operations adhere to applicable international, national, and local laws and regulations.
• Identify, analyze, and manage legal risks across multiple jurisdictions.
• Establish and maintain policies and procedures to mitigate legal risks.
• Use AI-powered compliance monitoring tools to track regulatory changes across jurisdictions in real time, reducing manual research burden.
• Draft, review, and negotiate a wide range of contracts including commercial agreements, employment contracts, vendor agreements, and partnerships.
• Manage cross-border transactions and contracts, ensuring compliance with international regulations.
• Maintain AI-assisted contract templates and playbooks to standardize and streamline negotiation.
• Advise on corporate governance best practices and ensure compliance with board governance frameworks.
• Partner with the Finance team and the company’s registered agent to ensure compliance with all Secretary of State registrations and annual report filings.
• Assist with board meetings, resolutions, and related legal documentation.
• Monitoring changes in international laws and regulations and ensuring timely compliance across all operating jurisdictions.
• Designing, implementing, and maintaining the company's internal controls framework, ensuring consistent adherence to policies and regulatory obligations.
• Developing security-related policies and compliance frameworks, working in close partnership with IT/CISO on implementation and enforcement.
• Managing relationships with regulators and handling any regulatory inquiries or investigations.
• Leveraging AI-assisted regulatory intelligence platforms to proactively identify and assess the impact of regulatory changes on company operations.
• Owning and maintaining the Company's personal data governance framework.
• Ensuring full compliance with GDPR and all applicable global data protection laws (CCPA, UK GDPR, and other jurisdiction-specific regimes).
• Oversee and manage litigation, arbitration, or disputes, coordinating with external counsel as needed.
• Represent the company in negotiations and dispute resolution processes.
• Safeguard the company's IP assets by managing global registrations, infringements, and disputes.
• Champion legal and compliance technology adoption, evaluating and implementing AI tools across legal, compliance, and privacy functions.
• Establish governance frameworks and usage policies for AI in legal workflows, ensuring accuracy, confidentiality, and ethical use.
• Act as a trusted advisor to senior leadership on legal, compliance, and privacy implications of strategic decisions.

Corporate Counsel

Support Engineer

• Serve as the first point of contact for inbound customer support requests via Salesforce Service Cloud, managing cases from intake through resolution.
• Triage, categorize, and prioritize support tickets based on severity, customer tier, and business impact.
• Investigate and resolve product issues independently; escalate to the Senior Support Analyst or Product/Engineering when a case exceeds scope.
• Maintain thorough, accurate case notes and resolution documentation in Salesforce and Jira.
• Meet or exceed defined SLAs for response time, resolution time, and customer satisfaction.
• Deliver 1:1 product training to existing users, including platform walkthroughs, feature Q&A, and workflow guidance, for Evolve, Sophia, Scout, and Flintbox.
• Coordinate with Customer Success Managers to ensure training coverage aligns with customer’s goals.
• Surface training gaps to management to highlight for the Director of Customer Enablement.
• Build deep working knowledge of all supported Wellspring platforms and stay current on product releases, configuration updates, and known issues.
• Identify recurring issues or patterns in the ticket queue and surface them to the Senior Support Analyst or Product team with supporting data.
• Log reproducible bugs in Jira with complete context and steps to reproduce.
• Communicate clearly with CSMs, Product, Engineering, and Implementation teams when issue resolution requires cross-functional involvement.
• Contribute to internal knowledge base maintenance and team process improvement efforts.

Support Analyst

Controller

• Oversee accounts, ledgers, and reporting systems
• Maintain internal control and safeguards for SaaS sales results
• Primary contact for all audit activity with BDO
• Analyze financial data and present financial reports
• Key partner in the annual budgeting and planning process

Assistant Controller

Customer Success Manager

• Manage a full book of business, serving as the lead and advisor for assigned customers
• Develop and execute comprehensive Customer Success Plans that align product capabilities with the customer’s business objectives
• Proactively identify churn risks and develop “get well” plans
• Lead renewal conversations, identify expansion opportunities, and partner with Sales to finalize expansions
• Educate customers on product features, updates, and best practices to maximize value and adoption
• Track customer usage and engagement to identify risks, opportunities, and areas for improvement
• Serve as primary point of contact for assigned customers, responding promptly to inquiries and requests
• Monitor customer satisfaction, gather feedback, and proactively address concerns to support retention
• Maintain accurate records of customer interactions, account status, and feedback in CRM and success tools
• Work with Sales, Support, and Product teams to troubleshoot issues and escalate them when necessary
• Identify gaps in customer lifecycle and suggest improvements to internal workflows
• Act as the ‘voice of the customer’ to Product, providing structured feedback and data-backed feature requests
• Promote customer awareness of new features, enhancements, and recommended workflows

• Ensure the company's operations adhere to applicable international, national, and local laws and regulations
• Identify, analyze, and manage legal risks across multiple jurisdictions
• Establish and maintain policies and procedures to mitigate legal risks
• Use AI-powered compliance monitoring tools to track regulatory changes across jurisdictions in real time
• Draft, review, and negotiate a wide range of contracts including commercial agreements, employment contracts, vendor agreements, and partnerships
• Advise on corporate governance best practices and ensure compliance with board governance frameworks
• Develop security-related policies and compliance frameworks, working in close partnership with IT/CISO
• Oversee and manage litigation, arbitration, or disputes, coordinating with external counsel as needed

General Counsel, Chief Compliance Officer, Data Privacy Officer

Accounting Manager

• Oversee accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements
• Maintain internal control and safeguards for SaaS sales results, revenue reporting, accruals, and cash management
• Shorten the monthly close and reporting cycle
• Primary contact for all audit activity with BDO and audited GAAP financial statements
• Use AI to drive process improvements, insights, and efficiencies in the close process, analytics, and reporting effectiveness
• Analyze financial data and present financial reports in an accurate and timely manner; clearly communicate monthly, quarterly, and annual financial statements; and provide budget to actual variance reporting
• Key partner in the annual budgeting and planning process

Corporate Counsel

Support Analyst

Assistant Controller

Customer Success Manager

General Counsel, Chief Compliance Officer, Data Privacy Officer

Director of Accounting