Strategy & Operations, Case Qualification

Finchlegal

New York (NY)

On-site

USD 110,000 - 200,000

Full time

2 hours ago
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Job summary

Finch is building an AI-enabled platform to transform consumer law. We seek a Strategy & Operations professional to own ingestion and intake workflows, drive measurable improvements, and partner with engineering to deploy automated solutions. You will set baselines, report on speed and cost per case, and shape the 2027 roadmap across law firms.

The role emphasizes rapid data-driven decision-making, cross-functional influence, and delivering scalable systems that improve access to justice.

Qualifications

  • 2-5+ years in a problem-solving role such as consulting, BizOps, strategy, or tech.
  • Owned and improved a specific business metric in S&O, BizOps, consulting, growth, marketplace operations, or a similar operating role.
  • The data fluency to pull and sanity-check data yourself, question assumptions, establish a baseline, and identify the drivers behind a result.
  • Partnered with engineers to ship product improvements or automation.
  • Built a process or system from scratch, then taken responsibility for running it.

Responsibilities

  • Own the systems that get cases into Finch quickly, reliably, and at a sustainable cost.
  • Establish baselines and live reporting for ingestion speed, cost per case, intake answer rates, and conversion.
  • Speed up ingestion by aiming for matter ingestion within 12 hours with clear ownership.
  • Scale automated ingestion across law firms and case management systems, measure impact, and ensure reliability.
  • Own the roadmap for 2027 intake and ingestion roadmaps using data-driven priorities.

Skills

Problem-solving
Data fluency
Engineer collaboration
Clear communication
Cross-functional influence

Tools

Claude

Job description

A place for people who want to do their best work

We're a team of self-described former student-council-ers. We love our office corgi, Simone. Big fans of lunchtime chess. And most of all, we're working hard on bringing access to justice to every American.

Strategy & Operations, Case Qualification
Employment Type

Full time

Location Type

On-site

Department

Operations

Compensation

Compensation Range: $110K - $200K

About Finch

We’re building the applied AI platform for consumer law.

Legal is the largest services market in the global economy, and consumer law drives tangible, customer outcomes. Our purpose-built platform combines AI agents and legal operators to reduce manual work, enabling firms to serve far more people and expand access to justice. 77% of Americans who'd benefit from a lawyer never get one and we’re broadening how technology impacts real life outcomes.

We’ve started with consumer law (a $120B+ market), and demand has come fast: more than 150 firms run on Finch; we're growing 1,000%+ year-over-year.

Finch was founded by a team of technologists and operators from backgrounds across scale-ups, legal operators, enterprise software, and financial institutions, and law firms. We’re backed by top VCs like Sequoia and Redpoint, and consistently looking to add top talent who wants to build in AI.

You’ll own the systems that get cases into Finch quickly, reliably, and at a sustainable cost. That means improving both ingestion –the transfer of matters from law firms into Finch–and intake, where prospective clients are contacted, qualified, and retained.

Make the work visible. Establish baselines and live reporting for ingestion speed, cost per case, intake answer rates, and conversion. Explain what changed and why in weekly updates.

Speed up ingestion. Build toward having every matter ingested within 12 hours, with clear pipeline ownership and a process for acting on every incoming request.

Improve intake economics. Reduce cost per retained wanted case. Protect answer rates, conversion, speed to first contact, and case quality as you do.

Build and ship. Question assumptions, test fixes, and build useful workflows, tools, or automations yourself. Scope larger changes with engineering and deliver improvements each week, making thoughtful tradeoffs between automation, manual processes, and outsourced support.

Fix the handoffs. Find and resolve gaps between intake, ingestion, and case setup so cases arrive complete and ready for the next team.

Scale what works. Expand automated ingestion across law firms and their case management systems, working closely with our intake and ingestion operators. Own adoption, measure the impact, and make the system reliable without depending on you.

Own the roadmap. Help shape and execute the 2027 intake and ingestion roadmaps, using evidence from the work to set priorities.

What will make you successful
You’ll likely thrive if you have

2-5+ years of experience in a problem-solving role such as consulting, BizOps, strategy, or tech, with evidence of learning quickly in unfamiliar domains.

Owned and improved a specific business metric in S&O, BizOps, consulting, growth, marketplace operations, or a similar operating role.

The data fluency to pull and sanity-check data yourself, question assumptions, establish a baseline, and identify the drivers behind a result.

Partnered with engineers to ship product improvements or automation.

Built a process or system from scratch, then taken responsibility for running it.

Clear written and verbal communication, good judgment under ambiguity, and the ability to drive change through people you don’t manage.

A willingness to listen to individual calls, open individual matters, and take responsibility for the details, while learning quickly in an unfamiliar domain.

It’s a plus if you have

Experience with intake, contact centers, or sales funnels.

Experience running voice AI or LLM-based workflows in production.

Worked at an early-stage startup.

Built with AI tools such as Claude.

This role may not be for you if

You need a defined specification, process, and success metric before getting started.

You prefer strategy presentations to building and running the systems behind them.

You treat data quality, operational details, or implementation as someone else’s responsibility.

What happens next

All S&O applicants go through the same interview process:

Intro: An initial conversation about your background, motivation, and the role.

Interview: A deeper conversation about how you solve ambiguous problems, build systems, and drive work across teams.

Case Assignment: A practical exercise exploring your approach to an operational problem, from diagnosis and prioritization to implementation and measurement.

Onsite: A visit to our NYC office to meet the team, explore the work together, and have lunch.

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