Modern Family Law

Compensation

Full Description

Job Description: • Develop a deep understanding of the full client acquisition lifecycle, including lead intake and qualification, scheduling and consult workflows, attorney consult process, retainer and follow-up workflows • 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 • Scalable, standardized workflows across Sales, Enablement, and Intake • Improved conversion rates across all funnel stages • Clear, reliable, and actionable reporting visibility • Reduced process friction and manual work • Consistent and accurate data across systems 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, 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 and experience working with Microsoft Office Suite (Word, Excel, PowerPoint), Adobe, and Zoom Conferencing Technology. Benefits: • Health Care Plan (Medical, Dental & Vision) • Retirement Plan (401k, IRA) • Life Insurance (Basic, Voluntary & AD&D) • Paid Time Off (Vacation, Sick & Public Holidays) • Short Term & Long Term Disability • Training & Development • Work from Anywhere -- eligible after 6 months.