[Remote] Manager, Legal Strategy
Note: The job is a remote job and is open to candidates in USA. EIDLexit is a Christian-led organization dedicated to helping small business owners manage SBA Economic Injury Disaster Loans. The Manager of Legal Strategy will lead the team in developing and presenting a Strategic Recovery Roadmap to clients, guiding them through their financial and legal options while collaborating with various departments to address client needs.
Responsibilities
- Lead day-to-day operations of the Legal Strategy team, which builds the financial and legal analysis behind the Strategic Recovery Roadmap for clients evaluating EIDL resolution, business wind-down, restructuring, asset protection, new business creation, and bankruptcy coordination
- Present the completed Roadmap to clients—lead the working session where the client's financial analysis and strategic options are reviewed in plain language and the recommended path is set, bringing a partner attorney or CPA alongside when formal advice or execution is required
- Personally lead the most complicated roadmap presentations—the cases where complex entity structures, asset protection, tax issues, or unusual loan documentation demand a substantive strategic mind
- Own the line between strategy and execution: EIDLexit builds and presents the strategy; partner attorneys and CPAs execute the formal legal and tax work. Coordinate the handoff cleanly
- Engage with our ever-growing EIDLexit Strategic Partner Network of attorneys and tax professionals to coordinate state-specific guidance and execution for clients nationwide
- Work alongside the Sales team by briefing them on changes (SBA processes, new resolution paths, case patterns) so they can prep clients with current, accurate information
- Assist Sales leadership in converting the rare, complex deal where a substantive legal voice moves the prospect
- Feed Marketing the real client pain points and needs you hear in strategic roadmap discussions—the language clients actually use, the fears they actually carry, the outcomes they actually want
- Help shape messaging, content, and service positioning based on what the data tells us about where the market is moving
- Serve as the internal legal-strategic voice across Marketing, Sales, and Services on questions that touch client communications, service descriptions, and competitive differentiation
- Coordinate with EIDLexit's outside counsel network on matters that exceed internal scope
Skills
- JD from an ABA-accredited law school
- Active license to practice in at least one U.S. state
- Admission to state and federal court (or at least prior admission to federal bankruptcy court)
- Substantive bankruptcy practice experience across personal and business matters (Chapter 7 and Chapter 11)
- Reliable internet, professional video presence, and a solid remote-work setup
- Proficient in Microsoft Office and CRM platforms (HubSpot preferred)
- Comfort working alongside AI tools (Claude, Microsoft 365 Copilot, or similar) is essential
- A heartfelt commitment to serving small business owners as they navigate SBA EIDL debt—protecting their personal assets, their families, and the businesses they have built
- Texas bar admission
- Additional state admissions a plus
- Strong listening, empathy, and clear written and verbal communication
- Small business tax experience (state or federal)—income tax, sales tax, 941 payroll taxes, partnership/S-corp returns, or general small-business owner tax issues
- Trust planning or asset protection, particularly for small business owners protecting personal assets from business debt exposure
- General business civil litigation (commercial disputes, creditor actions, SBA-related matters)
- Additional credentials: LLM in Taxation, CPA, or Enrolled Agent (EA)
Benefits
- 100% Remote: Work from anywhere in the U.S. with the flexibility to balance work and life. Houston-area candidates preferred but not required.
- Generous PTO: Four weeks of paid time off to recharge and maintain well-being
- Growth Opportunities: Ongoing training and clear paths for advancement within our purpose-driven team
- Benefits Package — Launching January 1, 2027: Comprehensive health insurance, retirement plans (401k/IRA), and Health Savings Account (HSA) eligibility begins January 1, 2027
Company Overview