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Octus

Legal Workflow Strategist

Octus

. Partner with the Head of Direct Data Services to codify legal workflow intelligence and scale solutions knowledge across the internal team and product suite .

Posted 9/30/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in legal workflow intelligence and AI tools, with a strong focus on optimizing processes for credit analysis and document-heavy research. Proven ability to collaborate with cross-functional teams to enhance product features based on client feedback.

Highest-signal resume keywords
Leveraged Finance ExperienceAI Tools ProficiencyWorkflow AutomationInterpersonal CommunicationOperational Problem Solving

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Legal Workflow IntelligenceCredit Agreements AnalysisDebt Structures MappingCovenants UnderstandingPrompt Optimization
Soft Skills
OrganizedDetail-OrientedAbility to PrioritizeAdaptability to AmbiguityExcellent Communication
Tools & Technologies
AI ToolsLLM Tools
Industry Keywords
Legal ProcessesBuysideSellsideAdvisory AccountsInstitutional Clients

About the role

Key responsibilities & impact
  • Partner with the Head of Direct Data Services to codify legal workflow intelligence and scale solutions knowledge across the internal team and product suite
  • Act as a client-facing domain expert and trusted advisor for legal, buyside, sellside, and advisory accounts
  • Investigate and map users' complex legal processes, including credit agreements, debt structures, and covenants
  • Apply AI and LLM tools to prototype, test, and design tailored workflows for manual credit analysis and document-heavy research
  • Coordinate with product and engineering teams to translate client feedback into platform enhancements and product features

Requirements

What you’ll need
  • Experience in the leveraged finance or restructuring departments of law firms
  • High proficiency and comfort with leading AI tools and LLMs
  • Strong interest in prompt optimization and workflow automation
  • Proven ability to build partnerships and solve highly complex operational problems for institutional clients
  • Organized and detail-oriented
  • 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

Benefits

Comp & perks
  • Competitive health benefits
  • Matched 401k and pension plans
  • PTO
  • Generous parental leave
  • Gym subsidies
  • Educational reimbursements for career development
  • Recognition programs