Location: Onsite, Irvine, CA

***This position is full-time and in person located in Irvine, CA***

About ConsumerDirect

At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Position Overview:

The Business Development Representative is responsible for generating new leads and attracting clients by arranging meetings with prospects, conducting research and analyzing business opportunities. You will lead the sales efforts for our organization through impactful campaigns via email, LinkedIn, zoom, and Seamless AI along with cold calling/emailing. This position requires you to work outside of the box with creative sales pitches and marketing campaigns to drive new leads.

Job duties:

• Generate new leads and identify prospects via cold calling/emailing, email campaigns, LinkedIn, networking events, & tradeshows
• Engage with leads virtually or in-person to understand their needs and demonstrate our products and services.
• Conduct product and services demonstrations as needed by creating elaborate presentations/sales pitches.
• Focus on outbound sales to fill the sales pipeline with new business opportunities.
• Maintain accurate records of interactions in the CRM system (e.g., HubSpot).
• Collaborate with the marketing and sales teams to refine outreach strategies and messaging.
• Manage final contract negotiations, ensuring agreements are executed and compliant, and oversee the client journey.

Qualifications:

• Bachelors in Business Admin or any related field or equivalent combination of education and experience preferred
• 3+ Years of Partnership sales experience within the financial services, SaaS or related industry required
• Self-motivated, coachable, and results-driven.
• Able to network and build valuable long-standing relationships
• MUST have a proven track record of successful sales and client management

Benefits & Perks:

• Open Time Off Policy
• Commissions paid monthly
• Paid Parental Leave
• Tuition Reimbursement
• LA Fitness Membership
• Monthly Catered Lunches
• Employer Sponsored Life Insurance and Long-Term Disability
• 401K Savings
• HMO/PPO/Vision/Dental Insurance Plans

Why You Should Work For Us:

• Real Impact – Your work directly contributes to helping consumers save money, improve credit, and unlock better opportunities.
• Growth Opportunities – We’re scaling fast, which means career advancement and professional development are built into our DNA.
• A Collaborative Culture – Work alongside passionate, talented colleagues who value teamwork, inclusion, and respect.
• Work-Life Balance – We offer flexible time off, generous benefits, and a supportive environment that respects your life outside of work.
• Recognition & Rewards – Competitive pay, commissions, and recognition programs that celebrate your contributions.

“Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences.

*Actual compensation will be determined based on factors including, but not limited to, geographic location, skills, experience, and education*

Base + Commissions range: $150k - $260k

Location: Onsite, Irvine, CA

***This position is full-time and in person located in Irvine, CA***

About ConsumerDirect:

At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Position Overview:

The Account Manager (AM) is responsible for managing and supporting relationships with new and existing business partners. This role focuses on maintaining strong partner engagement, ensuring smooth onboarding and transition experience, and supporting ongoing account growth through consistent communication and service. The Account Manager identifies incremental upsell opportunities, shares relevant product and market insights, and provides dependable day-to-day support to help partners maximize value while fostering positive, long-term relationships

Job Duties:

• Support the transition and ongoing management of assigned Tier 1 and performing partner accounts to encourage continued engagement and growth.
• Establish and maintain a regular check-in cadence with newly assigned partners, serving as the primary point of contact for day-to-day support.
• Monitor partner performance metrics to identify opportunities for incremental growth and potential upsell initiatives.
• Collaborate with partners to provide responsive support and uncover opportunities for mutual benefit.
• Stay informed on market trends and product updates, sharing relevant insights and recommendations with partners as appropriate.
• Build and maintain positive, service-oriented relationships to ensure partners feel supported and valued.
• Communicate new features, product enhancements, and updates to partners to promote awareness and adoption
• Support additional ad hoc initiatives as assigned by the VP of Strategic Partnerships.

Qualifications:

• Minimum of 5+ years of experience in sales or account management.
• Strong analytical skills with the ability to interpret data and implement strategies for improved outcomes.
• Exceptional communication skills with a passion for working with people and fostering long-term relationships.
• Understanding of the sales and post-sale lifecycle, with the ability to support partners beyond initial onboarding.
• In-depth understanding of the company’s products or services, with the ability to identify opportunities and guide partners effectively.
• Self-driven and capable of working independently, focused on achieving individual, results-oriented goals.

Benefits & Perks:

• Open Time Off Policy
• Commissions paid monthly
• Paid Parental Leave
• Tuition Reimbursement
• LA Fitness Membership
• Monthly Catered Lunches
• Employer Sponsored Life Insurance and Long-Term Disability
• 401K Savings
• HMO/PPO/Vision/Dental Insurance Plans

Why You Should Work For Us:

• Real Impact – Your work directly contributes to helping consumers save money, improve credit, and unlock better opportunities.
• Growth Opportunities – We’re scaling fast, which means career advancement and professional development are built into our DNA.
• A Collaborative Culture – Work alongside passionate, talented colleagues who value teamwork, inclusion, and respect.
• Work-Life Balance – We offer flexible time off, generous benefits, and a supportive environment that respects your life outside of work.
• Recognition & Rewards – Competitive pay, commissions, and recognition programs that celebrate your contributions.

“Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences.”

*Actual compensation will be determined based on factors including, but not limited to, geographic location, skills, experience,  and education*

Base + Commission Range: $110k - $150k

Department: Legal

Location: Onsite, Irvine

Reports to: General Counsel

 ***This position is full-time and in person located in Irvine, CA***

About ConsumerDirect:

At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Position Overview:

We are seeking a hands-on, strategic Corporate Paralegal to support the leadership team as we grow. The Corporate Paralegal partners with the General Counsel and CEO to manage the company’s corporate governance, legal operations, and executive-office functions. A portion of this position will also include executive assistant responsibilities.

This position combines advanced corporate-paralegal expertise with strategic administrative support for senior leadership. The ideal candidate has strong command of corporate governance and securities compliance processes, outstanding organizational judgment, and the ability to manage complex, confidential matters under minimal supervision. This role is responsible for corporate recordkeeping, board and committee administration, equity/cap table support, contract lifecycle administration, and legal-tech operations. The ideal candidate brings at least five (5) years of relevant experience — including time at a law firm — and demonstrated familiarity with modern legal systems and workflows.

Key Responsibilities:

Corporate & Legal Operations

• Maintain corporate minute books, organizational charts, and minute/resolution templates.
• Prepare board and committee packages, support logistics for board meetings, and draft minutes and corporate resolutions.
• Support equity administration and cap table maintenance: coordinate grant paperwork, process equity issuances, and liaise with Finance and outside advisors.
• Administer contract lifecycle processes: intake triage, maintain contract database, run signature workflows, and help with template updates.
• Manage compliance deadlines and corporate filing requirements.
• Coordinate with outside counsel and internal stakeholders on legal matters and projects.
• Conduct legal research, draft memos, compile executive briefings, and prepare materials for board or senior-leadership review.
• Oversee task and project tracking for legal matters within OnIt and ClickUp (or equivalent), ensuring SLAs and follow-ups.

Executive Operations and Strategic Support

• Partner with the CEO on strategic scheduling, meeting design, and follow-through on executive priorities.
• Prepare confidential communications, presentations, and materials for leadership, board, and investor interactions.
• Coordinate cross-functional projects and initiatives requiring executive oversight.
• Plan and execute leadership meetings, off-sites, and reviews; ensure alignment on objectives and deliverables.
• Anticipate needs, resolve competing priorities, and exercise judgment in allocating executive time and resources.

Required Qualifications

• 5+ years of corporate paralegal/legal operations experience, including experience at a law firm.
• Prior interaction with boards, investors, and senior executives.
• Paralegal certificate or equivalent; bachelor’s degree in related field preferred.
• Demonstrated experience with corporate governance, board materials, minutes, and corporate filings.
• Hands-on experience and proficiency with various project/contract management and other administrative systems including Carta, DocuSign, Onit, Clickup, Jira or comparables
• Exceptional written and verbal communication skills; strong judgment and ability to handle confidential information.
• Highly organized, self-directed, and able to manage multiple priorities in a fast-moving environment.
• Ability to work on-site in Irvine, CA.

Additional Preferred Qualifications

• Prior in-house and law-firm experience working with startup/fintech clients.
• Familiarity with equity plan administration.
• Comfortable drafting and redlining corporate documents and executive correspondence.

Working Conditions & Physical Requirements

• Primarily office-based with standard business hours; occasional extended hours for board or filing deadlines.
• Requires prolonged periods at a desk and ability to use computers and office equipment.

Benefits & Perks:

• Open Time Off Policy
• Commissions paid monthly
• Paid Parental Leave
• Tuition Reimbursement
• LA Fitness Membership
• Monthly Catered Lunches
• Employer Sponsored Life Insurance and Long-Term Disability
• 401K Savings
• HMO/PPO/Vision/Dental Insurance Plans
• Employee Stock Option Plan

Why You Should Work For Us:

• Real Impact – Your work directly contributes to helping consumers save money, improve credit, and unlock better opportunities.
• Growth Opportunities – We’re scaling fast, which means career advancement and professional development are built into our DNA.
• A Collaborative Culture – Work alongside passionate, talented colleagues who value teamwork, inclusion, and respect.
• Work-Life Balance – We offer flexible time off, generous benefits, and a supportive environment that respects your life outside of work.
• Recognition & Rewards – Competitive pay, commissions, and recognition programs that celebrate your contributions.

“Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences.”

Location: Onsite, Irvine, CA

***This position is full-time and in person located in Irvine, CA***

About ConsumerDirect

At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Position Overview:

We are seeking a Software Engineer II to join our engineering team and contribute to the design, development, and maintenance of scalable, API-driven applications. This role focuses on hands-on development, collaboration, and continuous improvement of our systems while providing opportunities to grow technically and professionally.

You will be expected to take ownership of assigned tickets, research solutions within our existing technology stack, and continuously improve your skills while contributing feedback to the development process.

Job duties:

• Develop, test, and maintain software using Java and Spring-based technologies
• Implement features according to designs and technical direction provided by the team lead
• Follow ticket requirements and engineering standards when delivering work
• Research and propose solutions within the constraints of the existing architecture and tech stack
• Participate in code reviews and apply feedback to improve code quality
• Troubleshoot and resolve application and production issues
• Consistently deliver assigned tasks in a timely manner
• Ask questions and seek clarification to ensure high-quality outcomes
• Provide constructive feedback on development processes and tooling

Qualifications:

• Bachelor’s degree in Computer Science or related field (or equivalent experience) (required)
• At least 3 years of professional software development experience (required)
• Working proficiency in Java and Spring (mid-level competency)
• Experience building and supporting RESTful APIs and backend services
• Familiarity with relational databases and ORM frameworks (e.g., Hibernate)
• Ability to follow established designs while independently implementing solutions
• Strong problem-solving and research skills within an existing codebase
• Experience using Git for version control
• Experience with AWS services (e.g., EC2, SQS, RDS)
• Familiarity with messaging systems such as JMS
• Exposure to CI/CD pipelines and tools such as Jenkins
• Experience working with Jira or similar ticketing systems
• Familiarity with Tomcat or similar application servers

Working Conditions & Physical Requirements

• Office environment with prolonged computer and screen use
• Requires sitting for extended periods and regular keyboard and mouse use

“Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences.

About ConsumerDirect

At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Position Overview:

We are looking for a highly motivated, detail-oriented, empathetic, tech-savvy Support Representative (with bilingual Spanish skills a strong plus) to help support our Customer Service team. Our ideal candidate loves to work in a call center environment along with providing superb customer service. This role is responsible for delivering timely and effective assistance to customers by resolving inquiries, troubleshooting product or service issues, and ensuring a positive customer experience.

Responsibilities

• Handle and respond to constant inbound and outbound calls from customers and partners, providing professional, solution-focused support.
• Respond promptly to customer and partner inquiries via phone, email, and chat while maintaining a positive and professional attitude.
• Identify, troubleshoot, and resolve product or service issues in a clear, efficient, and professional manner.
• Accurately document all customer and partner interactions using the internal CRM (e.g., HubSpot).
• Upsell products and services based on customer needs where appropriate.
• Maintain up-to-date knowledge of company products, services, and policies.
• Consistently uphold customer satisfaction standards while contributing to individual and team performance goals.

Qualifications

• 1+ years of Customer Service experience (Call center experience is a plus!)
• Bilingual in Spanish (preferred)
• Ability to commute reliably to the office is required.
• Ability to provide over-the-phone customer support.
• Familiar with basic tech functions (resetting passwords, account maintenance, updating profiles, etc.).
• Familiar with Microsoft Excel and Outlook.
• Able to manage a high volume of inbound calls.
• Excellent ability to communicate over the phone, via email, and over video calls.
• Must be 18 or older to apply

Why Join Us?

• PTO will be accrued each pay period as follows: employees will earn 40 hours (equivalent to 1 week) of PTO annually from 90 days through their first year of service. After completing one year, the accrual increases to 80 hours (2 weeks) annually, also accrued per pay period.
• At the start of each calendar year, employees will receive the following additional time off as Sick Leave: 5 days (40 hours).
• 10 Paid Holidays throughout the year.
• 401(k) retirement plan to help you save for the future.
• Comprehensive medical, dental, and vision plans with PPO and HMO options, covering employees and their dependents.
• $20,000 company-sponsored life insurance and employer-sponsored long-term disability coverage.
• A $1,500 annual stipend for learning and development to support your professional growth.
• Free daily energy drinks, coffee, and snacks.
• Health and wellness benefits, including an LA Fitness membership.

*Actual compensation will be determined based on a variety of factors, including skills and experience*

Equal Opportunity Statement

"Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences."

Location: Onsite, Irvine, CA

***This position is full-time and in person located in Irvine, CA***

About ConsumerDirect

At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Position Overview:

We are seeking an experienced Business Analyst to support the analysis, documentation, and delivery of business and technology solutions. This role works closely with business stakeholders and technical teams to gather requirements, define processes, and ensure solutions meet business needs. The ideal candidate has strong analytical skills, experience working in Agile environments, and the ability to bridge the gap between technical and non-technical stakeholders.

Job duties:

• Gather, analyze, document, and manage business requirements
• Collaborate with business stakeholders to understand objectives, processes, and pain points
• Create detailed process flows, use cases, user stories, and acceptance criteria
• Work closely with technology teams to ensure requirements are clear and actionable
• Support Agile/Scrum delivery teams throughout the development lifecycle
• Coordinate and support system and user acceptance testing activities
• Identify risks, propose solutions, and support decision-making on complex initiatives
• Assist with change management efforts related to new systems and processes
• Communicate effectively with diverse stakeholders, including business leaders, IT teams, and end users

Qualifications:

• 5+ years of experience working as a Technical Business Analyst
• Certified Business Analysis Professional (CBAP) or PMI-PBA
• Agile certifications such as Certified Scrum Master (CSM) or PMI-ACP
• Proven experience gathering and documenting business and functional requirements
• Experience working in Agile/Scrum methodologies
• Strong ability to translate business needs into clear technical requirements
• Excellent interpersonal, verbal, and written communication skills
• Ability to work independently and collaboratively in cross-functional teams
• Experience working in an onsite-offshore delivery model
• Experience in financial services, credit agencies, or related industries (preferred)
• Understanding of modern technology concepts such as cloud computing, microservices, and API management (preferred)
• Experience coordinating or supporting user testing activities (preferred)
• Experience leading or supporting change management initiatives (preferred)

Working Conditions & Physical Requirements

• Office environment with prolonged computer and screen use
• Requires sitting for extended periods and regular keyboard and mouse use

Benefits & Perks

• Open Time Off Policy
• Paid Parental Leave
• Tuition Reimbursement
• LA Fitness Membership
• Monthly Catered Lunches
• Employer Sponsored Life Insurance and Long-Term Disability
• 401K Savings
• HMO/PPO/Vision/Dental Insurance Plans

Why You Should Work For Us

• Real Impact – Your work directly contributes to helping consumers save money, improve credit, and unlock better opportunities.
• Growth Opportunities – We’re scaling fast, which means career advancement and professional development are built into our DNA.
• A Collaborative Culture – Work alongside passionate, talented colleagues who value teamwork, inclusion, and respect.
• Work-Life Balance – We offer flexible time off, generous benefits, and a supportive environment that respects your life outside of work.
• Recognition & Rewards – Competitive pay, commissions, and recognition programs that celebrate your contributions.

“Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences.”

• Seniority Level

  Mid-Senior level

• Industry

  • Financial Services
  • Software Development

• Employment Type

  Full-time

• Job Functions

  • Other
  • Analyst

• Skills

  • Business
  • XML
  • Unix
  • Requirements Gathering
  • Visio
  • HTML
  • Business Analysis
  • Business Requirements
  • English
  • Requ

Location: Onsite, Irvine, CA

***This position is full-time and in person located in Irvine, CA***

About ConsumerDirect

At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Position Overview:

We are looking for a performance-driven B2B Paid Ads Specialist to own paid acquisition strategy and execution across our growing portfolio of B2B brands. This role is ideal for someone who is highly analytical, creative, and comfortable managing campaigns end-to-end across multiple audiences and products.

You will work closely with marketing, product, sales, compliance, and creative teams to drive measurable business growth through Google Ads and related paid media channels. This role requires someone who can balance strategy, execution, optimization, reporting, and cross-functional collaboration in a fast-paced environment.

Job Duties

• Own paid media strategy and execution across Google Ads including Search, Performance Max, and YouTube campaigns.
• Manage campaigns across multiple B2B verticals with distinct audiences, messaging, and compliance requirements.
• Conduct keyword research, audience targeting, bidding strategy, and monthly budget pacing.
• Monitor campaign performance and continuously optimize for ROAS, lead quality, and conversion efficiency.
• Partner with designers and copywriters to develop, test, and iterate ad creative and landing page experiences.
• Coordinate landing page strategy, A/B testing, and CRO initiatives with UX/UI and product teams.
• Build and maintain reporting dashboards using GA4, Looker Studio, HubSpot, and related analytics platforms.
• Deliver weekly performance updates and strategic reporting to leadership teams.
• Coordinate compliance and legal review processes for ad copy, creative, and campaign messaging.
• Collaborate cross-functionally with marketing, product, sales, and compliance stakeholders to support campaign execution and business objectives.

Qualifications:

• 4+ years of hands-on paid acquisition experience.
• At least 2 years managing $1M+ in annual ad spend.
• Working knowledge of HubSpot, Salesforce, or similar CRM systems preferred.
• Strong expertise with Google Ads platforms including Search, Performance Max, and YouTube.
• Demonstrated success improving ROAS and campaign performance over time.
• Experience managing monthly paid media budgets of $30,000+.
• Strong analytical and reporting skills with GA4, Looker Studio, and attribution modeling.
• Experience writing creative briefs and collaborating with designers and copywriters.
• Ability to manage multiple campaigns, priorities, and business lines simultaneously.
• Excellent communication, organization, and project management skills.

“Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences.

ConsumerDirect is seeking a detail-oriented and proactive Sr. Business Operations Specialist to join the Operations department, reporting to the Chief Operating Officer. This role supports cross-functional operational initiatives, owns key process and project management functions, and serves as a critical liaison between Operations, Finance, Sales, Billing, Compliance, and IT teams. This is a high-impact, hands-on role for someone who is equally comfortable mapping a messy cross-departmental process and writing the SOP for it, triaging a daily operational ticket, and running a cross-functional initiative end to end.

About the Role

ConsumerDirect is seeking a detail-oriented and proactive Sr. Business Operations Specialist to join the Operations department, reporting to the Chief Operating Officer. This role supports cross-functional operational initiatives, owns key process and project management functions, and serves as a critical liaison between Operations, Finance, Sales, Billing, Compliance, and IT teams. This is a high-impact, hands-on role for someone who is equally comfortable mapping a messy cross-departmental process and writing the SOP for it, triaging a daily operational ticket, and running a cross-functional initiative end to end.

Responsibilities

Daily Operations Management

• Own and manage the day-to-day operational ticket and task queue, including (but not limited to):
• White-label environment setup and spin-downs.
• Reviewing, approving, and managing partner and employee access requests.
• Reviewing and triaging bug requests and routing them appropriately.
• Monitoring system health and proactively coordinating with the relevant departments when issues arise.
• General troubleshooting and first-line resolution of operational issues.
• Ensure operational tasks are completed accurately, on time, and with appropriate documentation and audit trails.

SOP Development & Process Documentation

• Map and document cross-departmental business processes across different departments.
• Draft, maintain, and improve Standard Operating Procedures (SOPs), turning tribal knowledge into clear, repeatable workflows.
• Identify process gaps, inefficiencies, and single points of failure, and propose practical improvements.

Project & Business Analysis

• Act as project manager and analyst for cross-functional business initiatives — defining scope, timelines, owners, and deliverables.
• Coordinate stakeholders across departments, track progress, surface risks, and drive initiatives to completion.
• Gather and analyze data to inform decisions, measure outcomes, and report results to leadership.

Vendor Management

• Manage relationships with key vendors and service providers, including onboarding, performance tracking, and renewals.
• Support contract reviews, cost analysis, and vendor selection in coordination with the COO and relevant departments.

Qualifications

• 5-8 years of experience in operations, project management, business operations, or a related field.
• Demonstrated ability to document business processes and write clear, usable SOPs.
• Strong working knowledge of Jira for ticket management and project tracking.
• Technical fluency, able to manage access requests, triage bugs, monitor system health, and troubleshoot, and to communicate effectively with technical teams.
• Demonstrated ability to draft and maintain SOPs and process documentation.
• Excellent communication and cross-functional collaboration skills.
• Highly organized with strong attention to detail and the ability to manage multiple concurrent workstreams.
• Self-starter who thrives with ambiguity and minimal oversight.
• Comfortable working directly with senior leadership and executives.

Required Skills

• 5-8 years of experience in operations, project management, business operations, or a related field.
• Demonstrated ability to document business processes and write clear, usable SOPs.
• Strong working knowledge of Jira for ticket management and project tracking.
• Technical fluency, able to manage access requests, triage bugs, monitor system health, and troubleshoot, and to communicate effectively with technical teams.
• Demonstrated ability to draft and maintain SOPs and process documentation.
• Excellent communication and cross-functional collaboration skills.
• Highly organized with strong attention to detail and the ability to manage multiple concurrent workstreams.
• Self-starter who thrives with ambiguity and minimal oversight.
• Comfortable working directly with senior leadership and executives.

Preferred Skills

• 5-8 years of experience in operations, project management, business operations, or a related field.
• Demonstrated ability to document business processes and write clear, usable SOPs.
• Strong working knowledge of Jira for ticket management and project tracking.
• Technical fluency, able to manage access requests, triage bugs, monitor system health, and troubleshoot, and to communicate effectively with technical teams.
• Demonstrated ability to draft and maintain SOPs and process documentation.
• Excellent communication and cross-functional collaboration skills.
• Highly organized with strong attention to detail and the ability to manage multiple concurrent workstreams.
• Self-starter who thrives with ambiguity and minimal oversight.
• Comfortable working directly with senior leadership and executives.

Pay range and compensation package

$110,000 - $140,000 Annually. Compensation within the posted salary range will be determined based on factors such as geographic location, relevant experience, skills, education, certifications, and other business or job-related considerations. This is a full-time, onsite role in our Irvine, CA office.

Equal Opportunity Statement

ConsumerDirect is committed to diversity and inclusivity.

Location: In office at Irvine, CA

Reports to: General Counsel

About ConsumerDirect

ConsumerDirect is a financial technology company headquartered in Irvine, California. We develop and operate consumer-facing and business-to-business technology platforms that help consumers improve their financial health while providing partners with innovative credit, data, and financial technology solutions. Our products support consumer interactions and include software, data, analytics, and technology solutions serving financial institutions, lenders, and other business partners.

We are seeking a practical, business-minded Senior Corporate Counsel to join our legal team. This is an in-office role based in Irvine, California.

Position Overview:

The Senior Corporate Counsel will serve as a key legal partner to the business, supporting a broad range of corporate, commercial, technology, regulatory, compliance, privacy, data security, and operational matters. This role is ideal for an experienced attorney who can manage matters from intake through completion, exercise independent judgment, and provide clear, practical advice to business teams.

The Senior Corporate Counsel will report to the General Counsel and work closely with the legal operations manager, executive leadership and cross-functional teams to balance legal risk with business objectives while supporting the company's continued growth and innovation.

This role will serve as one of the company's primary legal advisors to provide proactive legal guidance while helping the organization scale responsibly and efficiently.

The ideal candidate will have strong commercial contract drafting and negotiation experience, sound business judgment, excellent communication skills, and an interest in improving legal department processes through better workflows, templates, contract management tools, and AI-enabled legal technology.

Key Responsibilities:

• Draft, review, negotiate, and manage commercial agreements, including software, SaaS, vendor, technology, data-related, confidentiality, service, licensing, and other business agreements.
• Manage contract matters end-to-end, including drafting, negotiation, stakeholder alignment, escalation of material risks, and final execution.
• Advise product, technology, information security, marketing, sales, finance, operations, compliance, and executive stakeholders on practical legal and business issues.
• Support legal review of technology, privacy, data security, data use, vendor management, partner obligations, regulatory, compliance, and operational matters.
• Provide legal support for strategic business initiatives, product launches, new partnerships, and technology development.
• Advise on consumer financial services, advertising and marketing, intellectual property, corporate governance, and risk management matters as they arise.
• Support negotiation of enterprise customer agreements, strategic partnerships, reseller relationships, and data licensing arrangements.
• Assist with corporate governance matters, including board materials, corporate records, subsidiary maintenance, and internal policies as needed.
• Coordinate with outside counsel on litigation, employment, intellectual property, regulatory, and other specialized legal matters.
• Monitor changes in applicable laws and regulations affecting financial technology, consumer financial services, privacy, artificial intelligence, and technology businesses, and provide practical guidance to internal stakeholders.
• Help develop and deliver legal training to business teams regarding contracting, privacy, compliance, marketing, and other legal topics.
• Develop and improve legal templates, contract playbooks, clause libraries, approval workflows, and scalable legal operations practices.
• Use legal contract management software and help optimize legal technology tools, including AI-enabled tools for contract review, workflow management, and legal department efficiency.
• Assist with regulatory and compliance-related contract issues involving privacy, data security, consumer protection, and financial technology.

Required Qualifications

• Juris Doctor from an accredited law school.
• Active membership in at least one U.S. state bar, California preferred.
• At least 7 years of relevant legal experience.
• Strong commercial contract drafting and negotiation experience.
• Experience managing contracts and legal matters from start to finish.
• Experience using legal contract management software.
• Experience supporting cross-functional teams in a technology or regulated business environment.
• Demonstrated ability to independently manage multiple priorities and provide practical, business-oriented legal advice.
• Strong business judgment, attention to detail, and ability to prioritize material legal risk.
• Ability to explain legal concepts clearly to non-lawyers.
• Excellent written and verbal communication skills.
• Ability to work efficiently in a fast-paced, cross-functional environment.
• Ability to work in person in Irvine, California.

Additional Preferred Qualifications

• Prior in-house legal and California law experience.
• Experience at a top-tier law firm.
• Experience supporting fintech, financial services, credit reporting, consumer financial products, SaaS, technology platforms, data licensing, or other highly regulated businesses.
• Experience with privacy, data security, data use, vendor security obligations, or technology-related contract provisions.
• Experience with contract lifecycle management systems, legal operations tools, AI-assisted contract review, legal automation, or legal department process improvement.
• Familiarity with consumer financial services laws and regulations, state privacy laws, and related regulatory frameworks.
• Familiarity with regulatory or compliance issues affecting technology, data, consumer-facing, financial services, or platform-based businesses.

Desired Attributes

• Practical, business-minded, efficient, and precise.
• Strong cross-functional communicator.
• Comfortable with fast-cycle decision-making.
• Able to build scalable legal processes.
• Curious about legal technology, AI tools, and legal department optimization.
• Comfortable working with ambiguity and helping the business find practical solutions while appropriately managing legal risk.
• High integrity, strong judgment, and professional maturity

Working Conditions & Physical Requirements

• Primarily office-based with standard business hours; occasional extended hours for deadlines.
• Prolonged periods of sitting and working at a computer are required.
• Must be able to communicate effectively via phone, video conferencing, and email.

Department: Legal

Location: Irvine

Reports to: General Counsel

 ***This position is full-time and in person located in Irvine, CA***

About ConsumerDirect:

At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Position Overview:

ConsumerDirect is seeking a strategic and systems-oriented Legal Operations Manager to oversee the operational infrastructure of the Legal Department. This role partners closely with the General Counsel and executive leadership to drive efficiency, compliance, governance management, and legal technology optimization.

The Legal Operations Manager will own corporate governance administration, contract lifecycle systems, legal vendor management, compliance tracking, and cross-functional project coordination. This role is responsible for building scalable legal processes, improving workflows, managing legal systems, and ensuring the department operates as a high-performing business function.

Key Responsibilities:

Legal Operations & Infrastructure

• Design, implement, and optimize legal department workflows, processes, and systems.
• Oversee contract lifecycle management (CLM) including intake, tracking, execution workflows, template management, and reporting.
• Manage legal technology platforms (e.g., Carta, DocuSign, Onit, ClickUp, Jira, or similar) and identify automation opportunities.
• Develop dashboards and reporting metrics for legal workload, contract volume, turnaround times, and risk tracking.
• Manage legal vendor relationships, outside counsel billing, and budget tracking.
• Ensure SLAs and task management standards are maintained across legal projects.

Corporate Governance & Compliance Management

• Oversee corporate recordkeeping, minute books, board resolutions, and governance documentation.
• Coordinate board and committee meetings including materials preparation and deadline tracking.
• Manage corporate filing calendars and compliance deadlines.
• Support equity administration and cap table coordination in partnership with Finance and external advisors.
• Assist with regulatory compliance tracking and audit readiness initiatives.

Cross-Functional & Strategic Support

• Serve as the operational liaison between Legal and other departments (Sales, Finance, Product, HR).
• Support strategic initiatives requiring legal coordination and project oversight.
• Prepare executive summaries, reporting materials, and briefing documents for senior leadership.
• Anticipate operational gaps and proactively recommend scalable solutions.
• Drive continuous improvement initiatives within the legal function.

Required Qualifications

• 5+ years of experience in legal operations, corporate governance, or senior-level paralegal/legal management roles.
• Experience supporting General Counsel or executive leadership.
• Strong familiarity with corporate governance processes, board administration, and contract lifecycle management.
• Hands-on experience with legal tech systems (CLM tools, equity management platforms, task/project management software).
• Strong project management skills with the ability to handle multiple complex initiatives simultaneously.
• Excellent written and verbal communication skills.
• High discretion and ability to manage confidential matters.
• Ability to work on-site in Irvine, CA.

 Additional Preferred Qualifications

• Prior in-house and law-firm experience working with startup/fintech clients.
• Familiarity with equity plan administration.
• Comfortable drafting and redlining corporate documents and executive correspondence.

Working Conditions & Physical Requirements

• Primarily office-based with standard business hours; occasional extended hours for board or filing deadlines.
• Requires prolonged periods at a desk and ability to use computers and office equipment.

Reports to: Senior Social Media Manager

This position is full-time and in person located in Irvine, CA.

About ConsumerDirect

At ConsumerDirect, we're transforming the way consumers control their credit, money, and privacy through innovative software solutions. As one of Orange County's Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we're looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Role Overview

The Social Media & Content Coordinator will support the planning, creation, production, and execution of engaging content across ConsumerDirect's brand channels and executive (CEO) platforms. This role is ideal for a creative storyteller who enjoys conceptualizing ideas, filming content, editing engaging videos, and creating social-first content that drives engagement. The ideal candidate has experience working with real people on camera and is comfortable producing both short-form and long-form video content from concept through final edit.

Key Responsibilities

Content Strategy & Ideation

• Brainstorm creative content concepts for ConsumerDirect's social media channels and executive platforms.
• Research industry trends, viral formats, and platform updates to develop timely, engaging content.
• Write compelling hooks, captions, and social copy optimized for each platform.

Content Production

• Conceptualize, plan, and film social media content featuring employees, executives, customers, and other on-camera talent.
• Coordinate and assist with video shoots in both office and event settings.
• Capture behind-the-scenes, educational, promotional, and lifestyle content.

Video Editing

• Edit engaging short-form videos for Instagram Reels, TikTok, YouTube Shorts, LinkedIn, and other social platforms.
• Edit long-form video content, including podcasts, interviews, webinars, and other branded content.
• Create polished social clips with captions, motion graphics, hooks, and platform-specific formatting.
• Optimize content for audience retention and platform performance using current social media best practices.

Design & Content Creation

• Design social media graphics using Canva.
• Create carousel posts, promotional graphics, and other visual assets for social media.
• Ensure all creative assets align with ConsumerDirect's brand guidelines.

Required Qualifications

• 2–3 years of professional experience in social media, content creation, digital marketing, communications, or a related field. (Required)
• 2–3 years of professional video editing experience, including editing content featuring live people. (required)
• Professional experience using Adobe Premiere Pro (required).
• Experience editing both short-form social content (Reels, TikTok, YouTube Shorts) and long-form video content (podcasts, interviews, webinars, etc.).
• Experience conceptualizing, filming, and editing content for social media from start to finish.
• 2+ years of experience using Canva to create social graphics and carousel posts.
• A portfolio showcasing relevant video editing, social media content, and design work is required and must be submitted with the application.
• Strong understanding of Instagram, TikTok, LinkedIn, YouTube, X (Twitter), and current social media best practices.
• Excellent storytelling, communication, and copywriting skills.
• Highly organized with strong attention to detail and the ability to manage multiple projects simultaneously.

Preferred Qualifications

• Experience filming with DSLR, mirrorless cameras, or iPhone content creation.
• Basic knowledge of motion graphics and animation.
• Experience working with executives, personal brands, or corporate social media accounts.
• Familiarity with social media analytics and content performance metrics.

Working Conditions & Physical Requirements

• Primarily office-based with standard business hours.
• Requires prolonged periods at a desk and the ability to use computers, editing software, and office equipment.
• Ability to occasionally lift and transport camera equipment, lighting, or other production gear.
• Ability to attend company events and participate in occasional on-site content production.

Applicants must submit a portfolio demonstrating experience with video editing, social media content creation, and graphic design. Applications submitted without a portfolio will not be considered. Please send to nikka.gerodias@consumerdirect.com.