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Sales Operations & Process Engineer

1 hour, 52 minutes 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 8

Description

  • Own the design, optimization, and scalability of client acquisition systems across intake, consult, and retention workflows.
  • Develop a deep understanding of the full client acquisition lifecycle, including lead intake, qualification, scheduling, attorney consults, retainer, and follow-up workflows.
  • Map and document current-state workflows across Sales, 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, and inconsistencies.
  • Design and implement scalable, standardized processes and automation to reduce manual work.
  • Define data structure, tracking standards, and reporting architecture across the sales funnel.
  • Design reporting frameworks and partner with stakeholders to deliver dashboards and actionable performance visibility.
  • Analyze funnel performance and identify drop-off points, root causes, and conversion opportunities.
  • Partner with the Sales Enablement & Client Intake Manager, Sales Trainers, Intake teams, and Sales Operations to improve department operations and execution.

Requirements

  • 4–8+ years of experience in Sales Operations, Revenue Operations, Process Improvement, or a related field.
  • Bachelor’s degree preferred.
  • Remote-first work capability with a reliable internet connection and a workstation suitable for normal business hours.
  • 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.
  • Strong analytical and problem-solving skills with the ability to identify root causes and implement scalable solutions.
  • Ability to work cross-functionally and influence stakeholders without direct authority.
  • Experience in high-volume sales, intake, or service-based environments.
  • Experience with automation tools and workflow design.
  • Background in process improvement methodologies such as Lean or Six Sigma preferred.
  • High-level knowledge of Microsoft Office Suite, Adobe, and Zoom conferencing technology.
  • Systems thinking with the ability to understand and optimize complex workflows.
  • Strong process design, data interpretation, and organizational skills.
  • Ability to communicate professionally with all levels of personnel, including management and support staff.
  • Ability to manage multiple initiatives simultaneously, adapt to shifting demands, and work under pressure to meet deadlines.
  • Ability to communicate verbally and in writing using telephone, text messaging, or email.
  • Ability to sit for extended periods and perform light physical tasks as needed.

Benefits

  • Salary range of $90,000–$110,000 for CO/GA/TX, with pay adjusted based on experience, location, and other job-related factors.
  • Health insurance with optional HSA.
  • Dental, vision, and life insurance coverage.
  • Short-term and long-term disability coverage.
  • Healthcare and dependent care flexible spending accounts.
  • 401(k) retirement plan.
  • Vacation, sick time, and paid time off.
  • Employee assistance program plus optional voluntary benefits such as 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.
  • Training and development support.

Interested in this position?

Apply directly on the company website

Apply Now

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