Confidential COO/CFO

Help Build the Future of Legal Services

Confidential COO/CFO Opportunity | Full-Time | Onsite in Provo, Utah | Equity Eligible

Be the Right Hand to a Visionary CEO

This is more than a job—it’s a movement . We’re looking for a bold and strategic COO/CFO to partner with a trailblazing founder and CEO on a mission to revolutionize transactional law through a pioneering practice management model. This company aims to be synonymous with transactional law in America. By 2036, it will operate full-service legal, funding, and fiduciary business units in all 50 states . This is your opportunity to be a founding force behind a brand built to last for generations.

The Company

This legal services company isn’t just transforming operations—it’s transforming time itself. Attorneys are liberated to focus on what they do best: client service. Behind the scenes, a world-class operational engine powers drafting, proofreading, research, systems, and scale.

Our Mantra:

“Delegate what you can so you can prioritize what you can’t.”
“Transforming time into success.”

Backed by a proprietary practice management platform and unwavering values, this company is leading the way in quality, client experience, efficiency, and long-term firm profitability.

Your Role: COO/CFO

This is your chance to build the company beneath the vision . As the CEO’s closest partner, you’ll scale operations, drive financial discipline, and lead innovation across every market we enter.

You will:

• Translate vision into operating systems that scale across states and service lines.
• Build M&A infrastructure , lead due diligence, and onboard partner firms.
• Design workflows and systems that improve delivery and profitability.
• Systematize client launches and ensure operational excellence at scale.
• Track and optimize performance across business units.
• Drive innovation across service delivery, funding, and fiduciary verticals.

Who We’re Looking For

You aren’t just here for a season—you’re here for legacy. You thrive in fast-paced environments, love complex challenges, and know how to build structure from scratch . You balance vision with discipline. You lead by multiplying others.

You Are:

• Entrepreneurial and intrapreneurial
• Purpose-fueled and impact-obsessed
• A systems thinker and scale architect
• A natural leader who attracts excellence
• A builder with grit, resilience, and resolve

You Bring:

• 5–10+ years of experience in operations, finance, or executive leadership
• Experience scaling systems or companies across geographies or segments
• Proven ability to lead multi-disciplinary teams and cross-functional initiatives

Compensation & Commitment

• Location: Provo, Utah (onsite daily; travel for expansion expected)
• Pay: We’re offering acompetitive of around the $200K mark aswe thoughtfully balance experience, ambition, and the growth trajectory of our firm. This role is designed to scale in both scope and reward alongside the company’s bold ambitions.
• Equity: Participation considered within first 12 months
• Pace: Intense, fast-growing, and deeply rewarding

Our Operating Philosophy

Why: People deserve better legal services.
How: We innovate systems so attorneys can focus on what they do best.
What: We’re the gold standard in practice management—designed for long-term, generational success.

Our Values (Credo Highlights)

• Operate with excellence and humility
• Prioritize long-term impact over short-term comfort
• Stay solution-oriented and future-facing
• Make decisions based on mission, not ego
  (See “Our Credo” document for full values system)