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Sales Operations CRM Specialist

🕒 September 25

Where this job comes from

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

First seen by Remote Rocketship September 25

Still open on First Legal's site. Checked 9 hours ago.

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 • Track CRM data accuracy and hygiene, including required-field completion and duplicate rate • Monitor CRM adoption and system uptime • Track the number of process improvement initiatives completed per quarter

🎯 Requirements

• 3–5 years of experience in sales operations, CRM administration, or a similar role • Strong hands-on Salesforce experience supporting sales processes • Excellent analytical skills and experience using data and metrics to improve team performance • Advanced Excel skills • Experience building dashboards for KPI tracking and sales analytics • 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: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kentucky, Maryland, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, or Wisconsin

🏖️ Benefits

• Health, vision, and dental benefits with 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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