Strategy & Operations, Client Experience

Finch; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

Finch is seeking an experienced operator in S&O/BizOps to improve the client experience and drive more reviews and referrals. You’ll partner with case managers, operations, engineering, and attorneys to identify friction and ship fixes.

You’ll define metrics, run focused tests, and turn results into repeatable processes. The role includes hands-on tool-building with AI client assistant, and you’ll help scale improvements across teams at Finch's NYC office.

Qualifications

• 2–5+ years in S&O, BizOps, consulting, or customer experience operations.
• Direct experience working with end customers or frontline teams.
• Evidence of building and shipping a tool, workflow, or prototype that people actually use.
• Comfort working with data in SQL or advanced spreadsheets.
• Empathy for clients, clear communication, and the ability to bring teams together around a problem.
• A habit of learning quickly, testing ideas, and changing direction when the evidence calls for it.

Responsibilities

• Own the work that turns a better client experience into stronger reviews and referrals.
• Collaborate across case managers, operations, engineering, and attorneys to identify friction and ship fixes.
• Listen directly to clients and frontline teams to understand where the experience breaks down and why.
• Define the metrics that help us understand and improve client experience, with Google reviews and direct client referrals as key outcomes.
• Break problems down from first principles, question assumptions, run focused operational tests, and read the results honestly.
• Turn successful tests into repeatable processes. Own adoption and iteration, then make the improvements work reliably without depending on you.
• Scope larger product improvements with engineering and build smaller tools, workflows, and prototypes yourself, starting with our AI client assistant.
• Track reviews and referrals, explain what is driving changes, and use that evidence to set the next priorities.
• Build trust across teams and drive implementation through people you don’t manage.

Skills

S&O

BizOps

Consulting

Customer experience

Job description

About Finch

Our mission is to make justice radically more accessible to every American household.

We combine expert operators with purpose-built AI to automate the admin work of consumer law and put clients first by handling intake, claim opening, medical records, police reports, lien management, demands, and everything in between.

Since launching in April 2025, we’ve raised a $20M Series A backed by Sequoia, Redpoint, and the founders & CEOs of DoorDash, Ironclad, and Digits and are running pre-litigation for over 125 of the highest-volume personal injury firms across the country.

Explore life at Finch for more.

What you’ll do

You’ll own the work that turns a better client experience into stronger reviews and referrals. You’ll work across case managers, operations, engineering, and attorneys to find friction and ship fixes.

• Listen directly to clients and frontline teams to understand where the experience breaks down and why.

• Define the metrics that help us understand and improve client experience, with Google reviews and direct client referrals as key outcomes.

• Break problems down from first principles, question assumptions, run focused operational tests, and read the results honestly.

• Turn successful tests into repeatable processes. Own adoption and iteration, then make the improvements work reliably without depending on you.

• Scope larger product improvements with engineering and build smaller tools, workflows, and prototypes yourself, starting with our AI client assistant.

• Track reviews and referrals, explain what is driving changes, and use that evidence to set the next priorities.

• Build trust across teams and drive implementation through people you don’t manage.

What will make you successful

You’ll likely thrive if you have

• 2-5+ years in S&O, BizOps, consulting, or customer experience operations.

• Direct experience working with end customers or frontline teams.

• Evidence of building and shipping a tool, workflow, or prototype that people actually use.

• Comfort working with data in SQL or advanced spreadsheets.

• Empathy for clients, clear communication, and the ability to bring teams together around a problem.

• A habit of learning quickly, testing ideas, and changing direction when the evidence calls for it.

It’s a plus if you have

• Experience in consumer health or insurance claims.

• Familiarity with customer experience or communications tools such as Front, Twilio, or Zendesk.

• Spanish language skills.

• Experience building with AI tools such as Claude.

This role may not be for you if

• You prefer recommendations and presentations to shipping improvements.

• You blame frontline teams rather than investigating the system around them.

• You want to work at a distance from the people using what you build.

What happens next

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

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

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

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

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