Sales Operations & Process Engineer

Modern Family Law, a boutique law firm specializing in Family Law, is looking for a compassionate, innovative, and respected Sales Operations & Process Engineer to work remotely near one of our locations. Modern Family Law offers dynamic compensation, a wide array of benefit selections, and a culture built on family.

We are seeking a Sales Operations & Process Engineer to own the design, optimization, and scalability of our client acquisition systems across the full lifecycle, including intake, consult, and retention workflows. This role serves as a key partner to the Head of Sales Enablement & Client Intake, supporting the entire department by improving workflows, data structure, and reporting architecture across all functions.

The ideal candidate is a systems thinker and builder who can deeply understand how a complex operation functions, identify inefficiencies, and design scalable solutions that improve performance across the entire sales ecosystem. This role owns how systems and workflows are designed and has authority to recommend and implement improvements across the department. While this position does not initially include direct people management, it is expected to evolve into a leadership role as the function grows.

• Develop a deep understanding of the full client acquisition lifecycle, including lead intake and qualification, scheduling, 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 to 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
• 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
• 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

• Remote-first culture; must have reliable internet connection and a workstation that supports productive work during normal business hours
• 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, Hub Spot, 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…