Confidential COO/CFO

Confidential COO/CFO Opportunity

Help build the future of legal services. Be the right hand to a visionary 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.

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.

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 a competitive of around the $200K mark as we 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)