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Sales Operations & Process Engineer

1 week, 2 days ago
United States
Full-time
Senior
Sales Operations
Sales and Business Development
CRM HubSpot Salesforce
Apply Now
Modern Family Law

Modern Family Law

Modern Family Law provides compassionate and innovative legal representation in divorce and family law, focusing on helping modern families navigate the complexities of family dynamics while prioritizing the well-being of children.

Specialized Consumer Services
51-250
Founded 2004
View All Jobs 13

Description

  • Own the end-to-end client acquisition lifecycle, including lead intake, qualification, scheduling, consult, retainer, and follow-up workflows.
  • Map and document current-state workflows across Sales, Enablement, and Intake.
  • Serve as the subject matter expert on how systems and processes operate across the department.
  • Analyze workflows to identify inefficiencies, bottlenecks, inconsistencies, and manual work.
  • Design and implement scalable, standardized processes and automation across the department.
  • Define data structure, tracking standards, and reporting architecture across the sales funnel.
  • Develop reporting frameworks and partner with stakeholders to execute dashboards and data outputs.
  • Analyze funnel performance and identify drop-off points and root causes to improve conversion.
  • Partner with Sales Enablement, Client Intake, Sales Training, and Sales Operations to align system design, workflow execution, and reporting.
  • Recommend and implement system and process improvements that can be supported through training and execution.

Requirements

  • Remote-first role requires the ability to work from home with a reliable internet connection and a productive home workstation during normal business hours.
  • 4–8+ years of experience in Sales Operations, Revenue Operations, Process Improvement, or a related field.
  • Bachelor’s degree preferred.
  • Proven experience designing and improving workflows and systems in complex operational environments.
  • Strong experience with CRM platforms such as Salesforce, HubSpot, Clio, or similar systems.
  • Experience defining reporting structures, data frameworks, and performance metrics.
  • Experience with automation tools and workflow design.
  • Experience in high-volume sales, intake, or service-based environments.
  • Background in process improvement methodologies such as Lean or Six Sigma preferred.
  • High-level knowledge of Microsoft Office Suite, Adobe, and Zoom Conferencing Technology.

Benefits

  • Salary range of $95,000 to $115,000 for CA/WA, with final pay based on experience, location, and other job-related factors.
  • Health insurance with optional HSA, plus dental and vision coverage.
  • 401(k) retirement plan.
  • Life insurance, short-term disability, and long-term disability coverage.
  • Paid vacation, sick time, and employee assistance program.
  • Flexible spending accounts for healthcare and dependent care.
  • Additional voluntary benefits including accident, life, disability, long-term care, critical illness, cancer, and pet insurance.
  • Commuter and transit programs may be available in certain markets.
  • Work from anywhere eligibility after 6 months.

Interested in this position?

Apply directly on the company website

Apply Now

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