Sales Operations Engineer

Modern Family Law

Sales Operations & Process Engineer optimizing all aspects of client acquisition for Modern Family Law. Involves designing workflows and improving systems for enhanced performance and efficiency.

Posted 4/24/2026full-timeRemote • California, Colorado, Texas, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

workflow designprocess improvementdata frameworksperformance metricsautomationCRM platformsanalytical skillsproblem-solvingreporting structuressales operations

Soft Skills

cross-functional collaborationinfluencing stakeholderstrainingcommunicationsystem usability improvementoperational consistencyleadershipadaptabilityattention to detailcritical thinking

Certifications

LeanSix Sigma