Sales Operations & Process Engineer
New
M
Modern Family LawLegal Services
Colorado, United States. Texas, United States. Georgia, United StatesFull-TimeMiddle
Salary90000 - 110000 USD per year
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Job Details
- Experience
- 4–8+ years
- Required Skills
- SalesforceMicrosoft ExcelMicrosoft Office SuitePowerPointHubSpot
Requirements
- 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
- Strong analytical and problem-solving skills
- 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 and experience working with Microsoft Office Suite (Word, Excel, PowerPoint), Adobe, and Zoom Conferencing Technology
- Systems thinking with the ability to understand and optimize complex workflows
- Strong process design and optimization capabilities
- Ability to structure and interpret data to drive decision-making and performance improvements
Responsibilities
- Develop a deep understanding of the full client acquisition lifecycle
- Map and document current-state workflows across Sales, Enablement, and Intake
- Serve as the Subject Matter Expert (SME) on how systems and processes operate
- Analyze workflows to identify inefficiencies, bottlenecks, and inconsistencies
- Design and implement scalable, standardized processes across the department
- Drive improvements in speed, conversion, and operational consistency
- Reduce or eliminate manual work through workflow redesign and automation
- Define how data should be structured, tracked, and maintained across the sales funnel
- Establish consistent definitions, stages, and data standards across teams
- Design reporting frameworks that provide clear, actionable visibility into performance
- Define reporting requirements and partner with stakeholders to execute dashboards and data outputs
- Analyze performance across key funnel stages such as, Lead → Consult Booking, Consult → Show, Show → Retainer
- Identify drop-off points and root causes using data
- Implement system-level improvements to increase conversion and reduce leakage
- Design and implement workflows and automations within CRM and related systems
- Improve system usability and scalability across roles and locations
- Reduce reliance on manual processes through system and automation enhancements
- Partner directly with the Sales Enablement & Client Intake Manager to design and improve how the department operates
- Act as a system and process expert supporting all functions within Sales Enablement and Client Intake
- Support Sales Trainers and Intake teams by improving the systems and workflows they operate within
- Ensure process and system improvements are clearly defined and can be effectively implemented through training and execution
- Collaborate with Sales Operations to ensure alignment between system design and reporting execution
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