Litera has been at the forefront of legal technology innovation for over 25 years, crafting legal software to amplify impact and maximize efficiency. Developed by the best legal minds in the industry, our comprehensive suite of integrated legal tools is both powerful and user-friendly and simplifies the way modern firms manage core legal workflows, secure collaboration, and organize firm knowledge and experience. Every day, we help more than 2.3 million legal professionals focus on their craft. Litera: Less busy work, more of your life’s work.
Overview: As a Sales Operations & Process Excellence Specialist at Litera, you will be part of a dynamic team that is passionate about driving innovation in the legal technology space. You will have the opportunity to work with cutting-edge tools and collaborate with industry experts to deliver solutions that make a real difference in the legal profession.
The Sales Operations & Process Excellence Specialist plays a critical role in driving operational efficiency, technology optimization, and process standardization across the revenue organization. This position ensures alignment between Pre-Sales, Sales, and Customer Success teams while executing against the RevOps Systems roadmap, and empowering scalable processes that support growth.
Revenue Operations & Systems Management
Develop and maintain the RevOps Systems Roadmap, ensuring alignment across Pre-Sales, Sales, and Customer Success.
Manage and optimize sales technology stack, with tools such as Clari, Sonar (Arovy), Asana, and Confluence.
Stay current on industry best practices and emerging trends in revenue operations and sales technology.
Sales Process & Forecasting
Drive sales forecasting, pipeline hygiene, and reporting accuracy in Clari and Salesforce.
Operationalize and automate sales processes; collaborate on sales process strategy and standard operating procedures.
Ensure all activity tracking is surfaced and integrated with key technologies leveraged by revenue teams.
Conduct audits for process compliance and data integrity.
Cross-Functional Coordination
Orchestrate automated handoff processes between revenue teams to ensure seamless client transitions.
Document and maintain Rules of Engagement across revenue teams.
Collaborate with Enablement for training, change management, and onboarding of new sales and pre-sales staff.
Coordinate with data governance teams to improve data quality, normalization, and governance best practices.
Project & Change Management
Create and manage project plans, trackers, and status updates as well as recommend best paths forward.
Operate with an agile mindset to Plan, Design, Develop, Test, and Deploy solutions.
Perform UAT/QA for new system updates and enhancements.
Bachelor’s degree in Business, Operations, a related field, or equivalent experience.
3+ years in Sales Operations, Revenue Operations, or Process Excellence roles, ideally in a SaaS or tech environment.
Experience working with international teams or partner ecosystems is a plus.
Strong knowledge of CRM and sales tech tools (Salesforce, Clari, Asana, Confluence, Gong, SalesLoft, etc.).
Experience in process automation, data governance, and project management.
Familiarity with data tools (e.g., Excel, Google Sheets, PowerBI).
Comfortable working with dashboards and performance metrics.
Excellent analytical, problem-solving, and communication skills.
Detail-oriented with a proactive approach to problem-solving.
Ability to manage multiple priorities in a fast-paced environment.
Familiarity with contract negotiation and vendor management.
Experience with change management and enablement programs.
Why Join Litera?
The company culture: We emphasize helping each other grow, doing the right thing always, and being part of a journey to amplify impact, creating an exciting and fulfilling work environment
Commitment to Employees: Our people commitment is based on what employees love most about being part of the team, focusing on tools that matter to the difference-makers in the legal world and amplifying their impact
Global, Dynamic, and Diverse Team: Our is a global company with ambitious goals and unlimited opportunities, offering a dynamic and diverse work environment where employees can grow, listen, empathize, and problem-solve together
Comprehensive Benefits Package: Experience peace of mind with our health insurance, retirement savings plans, generous paid time off, and a supportive work-life balance. We invest in your well-being and future, ensuring a rewarding career journey.
Career Growth and Development: We provide career paths and opportunities for professional development, allowing employees to progress through various technical and leadership roles
#LI-Hybrid
Litera is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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