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Legal Workflow Strategist

OctusRemote - USDirect Data Services
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Salary
Not listed
Job type
Full-time
Work mode
Remote
Posted
30 Sept 2026
Status
Open · checked 7d ago

About this role

The Direct Data Services team at Octus builds credit intelligence, data, and analytics platforms that empower legal, buyside, sellside, and advisory professionals to navigate credit markets with confidence. Joining this group means serving as a vital bridge between complex legal workflows and advanced artificial intelligence product suites. The person in this role will immerse themselves in day-to-day leveraged finance and restructuring processes to translate intricate analytical requirements into robust, automated solutions.

Operating at the intersection of domain strategy, product innovation, and client impact, the new strategist collaborates closely with the Head of Direct Data Services and forward-deployed analysts. Ideal candidates possess direct experience inside law firm restructuring or leveraged finance departments combined with a strong grasp of prompt optimization and large language models. Professionals who thrive in ambiguity, enjoy client-facing advisory work, and want to shape AI-driven legal tools will find a natural home here.

What you will do

  • Collaborate directly with the Head of Direct Data Services to formalize legal workflow intelligence and scale knowledge across internal teams and product offerings.
  • Serve as a primary client-facing domain expert to cultivate key relationships and resolve intricate operational challenges for institutional accounts.
  • Map and investigate complex legal processes involving credit agreements, covenants, and debt structures to integrate the company platform smoothly into daily routines.
  • Utilize advanced artificial intelligence and large language model tools to design, test, and prototype customized workflows that streamline manual research and credit analysis.
  • Partner closely with engineering and product departments to channel authentic user feedback into concrete platform updates and new feature releases.

What you need

  • Prior professional background working within the restructuring or leveraged finance practices of law firms.
  • High proficiency and comfort utilizing leading artificial intelligence tools and large language models alongside a keen interest in workflow automation and prompt optimization.
  • Proven capability and enthusiasm for stepping into a client-facing capacity to build enduring partnerships and untangle complex operational issues.
  • Strong organizational skills and meticulous attention to detail with the capacity to prioritize tasks, respond swiftly, and manage multiple parallel workstreams amidst ambiguity.
  • Exceptional written, verbal, and interpersonal communication capabilities.

Nice to have

  • Experience working directly alongside data, product, or engineering teams

Benefits

  • Competitive health benefits
  • Matched 401k and pension plans
  • Paid time off
  • Generous parental leave
  • Gym subsidies
  • Educational reimbursements for career development

Skills and tech stack

Questions candidates ask

Where is the position located?

The position is available as remote within the United States.

Who will I work with most closely?

You will partner with the Head of Direct Data Services, the forward-deployed analyst team, and product and engineering groups.

What kind of legal workflows will I focus on?

You will focus specifically on the complex day-to-day workflows found within law firm leveraged finance and restructuring practices.

What AI technologies are involved in the work?

The role involves working with leading artificial intelligence tools and large language models, focusing on prompt optimization and workflow automation.

Ready to apply?

The application is on the official Octus careers page.

Apply on company site