Sales Operations & Process Engineer

Modern Family Law

11h•Remote

About The Position

Modern Family Law, a boutique law firm specializing in Family Law, is seeking a compassionate, innovative, and respected Sales Operations & Process Engineer to work remotely. This role will own the design, optimization, and scalability of client acquisition systems across the full lifecycle, including intake, consult, and retention workflows. The position serves as a key partner to the Head of Sales Enablement & Client Intake, supporting the department by improving workflows, data structure, and reporting architecture. The ideal candidate is a systems thinker and builder who can understand complex operations, identify inefficiencies, and design scalable solutions. This role owns system and workflow design and has authority to recommend and implement improvements. While not initially a people management role, it is expected to evolve into a leadership position.

Requirements

4–8+ years of experience in Sales Operations, Revenue Operations, Process Improvement, or a related field.
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.
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.
Ability to communicate professionally and interact effectively with all levels of personnel, including management staff and support staff.
Ability to be a proactive self-starter who understands the details within a much larger context.
Demonstrated attention to detail, reliability, and ability to quickly learn new technology.
Excellent organizational and prioritization skills, with the ability to manage multiple initiatives simultaneously.
Flexibility and ability to respond quickly and positively to shifting demands.
Ability to work under pressure and meet deadlines in a fast-paced environment.
Ability to communicate verbally and in writing using a telephone, text messaging, or email.
Ability to sit for extended periods of time at a desk while typing, using a mouse, and looking at a computer screen.
Ability to stand, sit, bend, and lift items up to 10 lbs as needed.

Nice To Haves

Bachelor’s degree preferred.
Background in process improvement methodologies (such as Lean or Six Sigma) preferred.

Responsibilities

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.