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Lexroom

Data-first Generative AI for legal teams

Finance Operations Specialist - Business Operations

Enterprise ApplicationsConfirmed live in the last 24 hours
Full-timeMilan, Metropolitan City of Milan, Italy

About the Job

Requirements

  • Genuine interest in AI tools and CRM implementation.
  • 1–3 years of experience in Finance Operations or as a CRM Specialist in fast-growing technology or SaaS contexts.
  • Hands-on experience configuring and optimizing CRM logic, including workflows, properties, and lead-assignment rules, rather than using a CRM only as a passive user.
  • A strong grasp of the finance, people, or legal funnel.
  • A methodical approach to data extraction, database cleaning, and report creation using Excel or Google Sheets.
  • Ability to work autonomously without close supervision and investigate and resolve workflow failures or data discrepancies.
  • Full professional proficiency in English and Italian.

Responsibilities

  • Configure, clean, and map processes in the dedicated CRM, including building complex workflows, managing properties, and structuring pipelines.
  • Build and own reliable dashboards and reports, ensuring cross-country data accuracy and making the CRM the source of truth.
  • Gather technical and operational requirements from the Finance team lead and translate them into working computer flows.
  • Develop the data infrastructure by integrating external tools and supporting the company and its adjustments.
  • Identify process failures or broken data flows proactively and resolve them independently.

Desired Qualifications

  • A degree in Management Engineering, Economics, Finance, or a quantitative field is highly preferred.

About the Company

Lexroom

Data-first Generative AI for legal teams

Lexroom builds a data-first Generative AI platform for lawyers and corporate legal teams in civil-law jurisdictions. It combines up-to-date proprietary legal sources—legislation, case law, and regulations—with research, drafting, and analysis workflows so outputs can be traced to verified sources rather than depending on generic LLMs. The product emphasizes security and compliance (ISO 27001, GDPR/AI Act alignment) and a zero-training/zero-retention posture on customer documents, serving thousands of firms primarily in Italy with expansion to Spain and Germany. Its goal is to become the standard platform for legally grounded AI help, enabling teams to work more efficiently while maintaining traceability and regulatory compliance.

Company size
201-500
Company stage
Series B
Total funding
$68.9M
Headquarters
Milan, Italy
Founded
2023

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