Sales Operations & Process Engineer

Modern Family Law, a boutique law firm which specializes 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.

To be successful in this role, the incumbent in this position would be expected to do the following:

End-to-End System Ownership

• 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 

Workflow Design & Optimization

• 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 

Data Structure & Reporting Architecture

• 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 

Funnel Performance & Conversion Optimization

• 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 

Systems & Automation

• 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 

Department Partnership & Enablement Support

• 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 

Key Outcomes

• 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

• As our culture is remote-first, all employees are expected to have the capability to work from home with a reliable internet connection and to set up 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, 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.

Skills and Competencies: 

• 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.

Mandatory Notices for Applicants: 

ADA Compliance: All candidates and incumbents are expected to perform the duties as assigned so long as they can meet the expectations set forth with or without reasonable accommodations. Should a candidate or incumbent require accommodation, they need to advise the Director of People & Culture in advance. 

Compensation and Benefits: Salary Range for CA/WA: $95,000 - $115,000. This range is a reasonably reliable estimate of the that this individual is expected to receive.Actual pay will be adjusted based on experience, location, and other job-related factors permitted by law. 

This range is a reasonably reliable estimate of the base salary that this role is expected to receive.  Actual pay will be adjusted based on experience, location, and other job-related factors permitted by law.  Full time employees may be eligible for a health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, 401K, vacation, sick time, and an employee assistance program. 

Additional voluntary programs include voluntary accident insurance, voluntary life, voluntary disability, voluntary long-term care, voluntary critical illness and cancer insurance and pet insurance.  Commuter and Transit programs may also be available in certain markets.

Pursuant to the local Fair Change Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Modern Family Law is committed to diversity and inclusion in the workplace. Individuals seeking employment at MFL are considered without regards to race, color, religion, sex, sexual orientation, gender identification, national origin, age, marital status, ancestry, disability, veteran status, or genetic information, among other protected bases.

• 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.