Sales Operations CRM Specialist
About the role
First Legal operates within the legal services industry, offering comprehensive solutions that simplify the litigation process. By providing integrated services such as court filing, eFiling, service of process, court reporting, eDiscovery, and related support, the organization addresses inefficiencies in legal case management. This approach aims to create a seamless, personalized experience for clients navigating legal procedures.
The SALES OPERATIONS CRM SPECIALIST role focuses on managing and enhancing the Salesforce CRM environment to support the sales team. This individual contributor position is responsible for ensuring data accuracy, improving sales processes, and driving system adoption. The specialist's work enables more efficient sales operations and contributes to overall business productivity.
Responsibilities
- Oversee Salesforce CRM to maintain data integrity and optimize sales workflows
- Analyze sales processes with leadership to identify and implement improvements
- Utilize automation tools within Salesforce to streamline operations and reduce sales cycle times
- Provide training for new sales hires on CRM use and maintain up-to-date sales documentation
- Collaborate with sales, business development, and operations teams to support sales goals
Requirements
- 3–5 years experience in sales operations, CRM administration, or similar roles
- Proficient in Salesforce with practical experience supporting sales functions
- Strong analytical skills, using data and metrics to enhance team performance
- Advanced Excel skills, including dashboard creation for KPI tracking
- Detail-oriented with a data-driven approach to sales operations
- Effective communication skills across cross-functional teams
- Ability to build relationships that improve sales outcomes
Pay
Salary range: $65,000 - $75,000 per year
Benefits
- Health, Vision, and Dental insurance plans for employees and their families
- Wellness and mental health support programs
- Paid time off for work-life balance
- 401(k) retirement plan with company matching