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Strategy & Operations, Case Qualification

Own the systems for case ingestion and intake at Finch, improving efficiency and cost-effectiveness in a mission-driven startup.

Location
New York City
Compensation
Not disclosed
Level
mid
Type
full time · On-site

Posted by employer 1 week ago

First seen on Joblaze 6 days ago

Last verified on the company career page 15 hours ago

Apply at Finch → Save job Scanned from finchlegal.com

What you'll build

  • Own the systems for case ingestion and intake
  • Establish baselines and live reporting for ingestion speed
  • Build and ship workflows, tools, or automations
  • Find and resolve gaps between intake and ingestion
  • Help shape and execute the intake and ingestion roadmaps

Must have

  • 2-5+ years of experience in a problem-solving role
  • Owned and improved a specific business metric
  • Data fluency to pull and sanity-check data
  • Partnered with engineers to ship product improvements
  • Built a process or system from scratch

Nice to have

  • Experience with intake, contact centers, or sales funnels
  • Experience running voice AI or LLM-based workflows
  • Worked at an early-stage startup
  • Built with AI tools such as Claude

AI in the day-to-day

We combine expert operators with purpose-built AI to automate the admin work of consumer law.

Requirements

Experience
2–5 years

Not disclosed in this posting: compensation, visa sponsorship.

Joblaze summary

In this role, the individual is responsible for streamlining the processes that bring cases into Finch, focusing on improving both ingestion and intake efficiency. Key skills include data analysis, process improvement, and collaboration with engineering teams to implement automation and workflows. This position is well-suited for someone with 2-5 years of experience in operations or strategy, particularly in fast-paced environments like startups. Finch's mission to enhance access to justice adds a meaningful context to the work.

Joblaze insights

  • Listed 6 days ago — first seen on Joblaze November 4, 2026. Last confirmed on Finch's careers page November 10, 2026.

Quick facts

Is the Strategy & Operations, Case Qualification role remote?
No — this is an on-site role in New York City.
How much experience is required?
2–5 years of relevant experience for this Strategy & Operations, Case Qualification role.
Where is the role based?
Finch is hiring for this position in New York City.
What seniority level is this role?
Finch targets mid-level candidates for this position.
Is this full-time or contract?
Full-time for this Strategy & Operations, Case Qualification role at Finch.

From the original posting

Explore life at Finch for more.

What you’ll do

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.

  • 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:

  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.

Standard company text repeated across Finch's postings is omitted here.

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