Manage and improve Salesforce CRM operations, ensuring data integrity, workflow automation, and sales process efficiency. Analyze sales bottlenecks and performance metrics, build Excel dashboards, document processes, train sales representatives, and collaborate with sales and business development stakeholders to improve CRM adoption, productivity, and sales outcomes.
Sales Operations CRM Specialist
Full-Time | Non-Exempt | Remote
About First Legal
First Legal is the first comprehensive File Thru Trial™ solutions firm, providing a single-source approach that simplifies the litigation process for our clients. Our culture of innovation, trust, quality service, and deep industry knowledge makes us uniquely qualified to deliver relevant and timely solutions. Our services, including court filing, eFiling, service of process, court reporting, eDiscovery, record retrieval, digital, and investigations, work together to create a personalized and effortless client experience.
Position Summary
We're looking for a hands-on Salesforce specialist to support and improve our growing CRM environment. You'll be responsible for keeping the CRM clean and well instrumented, and for keeping our sales process documented and continuously improving. This is an individual contributor role with no direct reports. You'll drive process changes through documentation, system configuration, and cross-functional partnership.
Essential Duties and Responsibilities
- CRM Management: Oversee the Salesforce CRM to ensure data integrity and streamline sales workflows.
- Sales Process Improvement: Partner with sales leadership to analyze bottlenecks, reduce cycle times, and identify process improvements that cut inefficiencies and boost sales productivity.
- Automation: Use Salesforce automation tools to streamline workflows and shorten sales cycles.
- Training and Documentation: Train new sales representatives on the CRM during onboarding, and keep sales process documentation current as processes change.
- Collaboration: Work closely with sales representatives, business development, the operations manager, and other stakeholders to align goals and support the sales organization.
Success Metrics
- CRM data accuracy and hygiene, including required-field completion and duplicate rate
- CRM adoption and system uptime
- Number of process improvement initiatives completed per quarter
Qualifications
- 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, 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.
Schedule and Location
- Monday–Friday, 8:00 a.m.–5:00 p.m., with a 1-hour meal break
- Remote [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]
Compensation and Benefits
- Salary range: $65,000 - $75,000 per year
- Health, Vision, and Dental Benefits: generous, low-cost plans for employees and their families
- Wellness and Mental Health: to support the whole person
- Paid Time Off: for time away from work
- 401(k) with company matching
Application and Recruiting Information
- First Legal is an equal opportunity employer and does not discriminate based on any characteristics protected under the law. All employment decisions are based on qualifications, merit, and business needs.
- First Legal will consider qualified applicants with arrest and conviction records for employment in accordance with applicable federal, state, and local laws, including the California Fair Chance Act, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, the New York City Fair Chance Act, and the Washington Fair Chance Act.
- Applicants who need assistance or accommodations for interviews or website access can contact us at 800-889-0111.
- First Legal will contact you only from a firstlegal.com email address or through ADP Workforce Now Recruiting. Be cautious if anyone asks you for personal information. Background checks, for example, are conducted only after an offer is extended.
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