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Strategy & Operations, Client Experience

Finch · New York City, New York

Location
New York City, New York, United States
Employment
Full time
Posted
3 November

About this role

About Finch

Our mission is to make justice radically more accessible to every American household.

We combine expert operators with purpose-built AI to automate the admin work of consumer law and put clients first by handling intake, claim opening, medical records, police reports, lien management, demands, and everything in between.

Since launching in April 2025, we’ve raised a $20M Series A backed by Sequoia, Redpoint, and the founders & CEOs of DoorDash, Ironclad, and Digits and are running pre-litigation for over 125 of the highest-volume personal injury firms across the country.

Explore life at Finch for more.

What you’ll do

You’ll own the work that turns a better client experience into stronger reviews and referrals. You’ll work across case managers, operations, engineering, and attorneys to find friction and ship fixes.

  • Listen directly to clients and frontline teams to understand where the experience breaks down and why.

  • Define the metrics that help us understand and improve client experience, with Google reviews and direct client referrals as key outcomes.

  • Break problems down from first principles, question assumptions, run focused operational tests, and read the results honestly.

  • Turn successful tests into repeatable processes across National Advocates. Own adoption and iteration, then make the improvements work reliably without depending on you.

  • Scope larger product improvements with engineering and build smaller tools, workflows, and prototypes yourself, starting with our AI client assistant.

  • Track reviews and referrals, explain what is driving changes, and use that evidence to set the next priorities.

  • Build trust across teams and drive implementation through people you don’t manage.

What will make you successful

You’ll likely thrive if you have

  • 2 - 5+ years in S&O, BizOps, consulting, or customer experience operations.

  • Direct experience working with end customers or frontline teams.

  • Evidence of building and shipping a tool, workflow, or prototype that people actually use.

  • Comfort working with data in SQL or advanced spreadsheets.

  • Empathy for clients, clear communication, and the ability to bring teams together around a problem.

  • A habit of learning quickly, testing ideas, and changing direction when the evidence calls for it.

It’s a plus if you have

  • Experience in consumer health or insurance claims.

  • Familiarity with customer experience or communications tools such as Front, Twilio, or Zendesk.

  • Spanish language skills.

  • Experience building with AI tools such as Claude.

This role may not be for you if

  • You prefer recommendations and presentations to shipping improvements.

  • You blame frontline teams rather than investigating the system around them.

  • You want to work at a distance from the people using what you build.

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.

As published by Finch. Applications are handled on their site.

Skills this posting mentions

Electronic Medical Record (EMR)ZendeskArtificial Intelligence

About Finch

Pre-litigation so good it runs itself. Finch combines elite paralegal with AI agents, empowering personal injury firms to resolve cases faster, grow capacity, and serve more clients. Backed by Alfred Lin at Sequoia and world class operators including Tony Xu (CEO of Doordash), Jason Boehmig (CEO of Ironclad), Christopher Payne (Board Member for Robinhood, Faire, Him&Hers) and others. Finch is built by PI leaders from Morgan & Morgan and cutting-edge AI talent from Google, Stanford and other top tech companies. Firms are growing 40% month over month with Finch. Book your demo at https://calendly.com/finchlegal/demo.

All 12 openings at Finch

One click, then it is written

Apply to Finch with a resume written for this role.

Queue Strategy & Operations, Client Experience and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Finch’s form for you.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • 25 sent a week, free
  • No card
  • Nothing sent until you say so

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Put this to work

Paste your career in once. Every application after that is written for you.

Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • New matches ranked and written before you are up.
  • Every bullet stays inside what your history supports. Nothing invented.
  • Queued, submitted, interviewing, offer: one screen, not a spreadsheet.

Free, no card. Up to 25 applications sent a week, and nothing is sent until you say so.

Listed from the job board Finch publishes. Refolk is not the employer and does not handle their hiring. Applications go to Finch directly.

Hiring at Finch? Post this role to the Refolk talent pool for $299, once. No commission, refunded if I find nobody. Post a role for $299