Legal Workflow Strategist

Our Direct Data Services team sits at the hyper-growth intersection of product innovation, domain strategy, and direct client impact. We are seeking a Legal Workflow Strategist to partner with the Head of DDS and the rest of our forward deployed analyst team to institutionalize, scale, and expand the legal workflow knowledge across our broader team and our AI product suite.

In this role, you will be deeply embedded in the complex day-to-day workflows of our legal clients—specifically within the leveraged finance (LevFin) and restructuring practices—and tasked with translating those intricate analytical needs into robust, AI- and data-driven solutions.

Legal Workflow Strategist responsibilities

• Partner with the Head of Direct Data Services to codify legal workflow intelligence, scaling and expanding solutions knowledge across the broader internal team and product suite
• Act as a client-facing domain expert and trusted advisor to build relationships and solve complex problems for legal, buyside, sellside, and advisory accounts
• Investigate and map our users' complex legal processes (e.g., credit agreements, debt structures, and covenants) to embed Octus's AI platform seamlessly into their daily workflows
• Apply advanced AI and LLM tools to prototype, test, and design tailored workflows that optimize manual credit analysis and document-heavy research for our clients
• Coordinate with Octus’ product and engineering teams to translate real-world client feedback into platform enhancements and product features

What we look for

• Experience in the leveraged finance or restructuring departments of law firms
• High proficiency and comfort with leading AI tools and LLMs, with a strong interest in prompt optimization and workflow automation
• Strong desire to be client-facing, with a proven ability to build partnerships and solve highly complex operational problems for institutional clients
• Organized, detail-oriented with the ability to prioritize and respond quickly; ability to navigate ambiguity and manage multiple ongoing workstreams
• Excellent interpersonal, verbal and written communication skills
• Experience working directly with product, data, or engineering teams is a plus