Sales Operations CRM Specialist

🔥 35 minutes ago

Where this job comes from

Posted on First Legal's careers page ↗First Legal's careers page, not through a job board

First seen by Remote Rocketship 35 minutes ago

Still open on First Legal's site. Checked 21 minutes ago.

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Logo of First Legal

First Legal

501 - 1000 employees

🤝 B2B

⚖️ Legal

🛍️ eCommerce

B2B • Legal • eCommerce

First Legal is a comprehensive litigation support firm specializing in simplifying the legal process from filing through trial. With over 35 years of experience, they offer a wide range of services, including court filing, eFiling, service of process, court reporting, eDiscovery, and investigations. Their culture of innovation and commitment to quality service positions them as a premier provider for law firms across the United States, ensuring personalized solutions and an effortless client experience.

📋 Description

• Oversee the Salesforce CRM to ensure data integrity and streamline sales workflows • Partner with sales leadership to analyze bottlenecks, reduce cycle times, and identify process improvements that cut inefficiencies and boost sales productivity • Use Salesforce automation tools to streamline workflows and shorten sales cycles • Train new sales representatives on the CRM during onboarding • Keep sales process documentation current as processes change • Work closely with sales representatives, business development, the operations manager, and other stakeholders to align goals and support the sales organization • Drive process changes through documentation, system configuration, and cross-functional partnership • Track CRM data accuracy and hygiene, CRM adoption, system uptime, and quarterly process improvement initiatives

🎯 Requirements

• 3–5 years of experience in sales operations, CRM administration, or a similar role • Current hands-on Salesforce experience supporting sales processes • Excellent analytical skills, with experience using data and metrics to improve team performance • Advanced Excel skills and experience building dashboards for KPI tracking and sales analytics • Candidates will be required to take an Excel Assessment • Strong attention to detail and a data-driven approach to sales and business operations • Clear, effective communication with sales, business development, and cross-functional stakeholders • Ability to build strong working relationships that improve team performance and help the team reach sales targets • Must reside in one of the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IL, KY, MD, MI, MN, NV, NJ, NY, NC, ND, OH, PA, TN, TX, UT, VA, WA, WV, WI

🏖️ Benefits

• Health, Vision, and Dental Benefits: generous, low-cost plans for employees and their families • Wellness and Mental Health support • Paid Time Off • 401(k) with company matching

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