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Octus is a leading global provider of credit intelligence, data, and analytics serving hedge funds, investment banks, management consulting firms, and law firms since 2013.
You will join the Direct Data Services team as a Legal Workflow Strategist, partnering with the Head of DDS and forward-deployed analysts to scale legal workflow knowledge across the organization and AI product suite. This is a client-facing, domain-expert role embedded in the complex workflows of legal clients in leveraged finance and restructuring practices.
Key responsibilities:
- Partner with leadership to codify legal workflow intelligence and scale solutions knowledge across internal teams and the product suite
- Serve as a client-facing domain expert and trusted advisor for legal, buyside, sellside, and advisory accounts
- Map users' complex legal processes (credit agreements, debt structures, covenants) to embed Octus's AI platform into daily workflows
- Apply advanced AI and LLM tools to prototype, test, and design tailored workflows that optimize manual credit analysis and document-heavy research
- Coordinate with product and engineering teams to translate client feedback into platform enhancements and features
Requirements:
- Experience in leveraged finance or restructuring departments of law firms
- High proficiency with leading AI tools and LLMs; strong interest in prompt optimization and workflow automation
- Proven ability to be client-facing, build partnerships, and solve complex operational problems for institutional clients
- Organized, detail-oriented, able to prioritize and respond quickly; comfortable navigating ambiguity and managing multiple workstreams
- Excellent interpersonal, verbal, and written communication skills
- Experience working directly with product, data, or engineering teams is a plus
