Litera · 18 hours ago
Sales Operations & Process Excellence Specialist
Holmdel, NJ
Full-time
Hybrid
Mid Level
3+ years expLitera is a leader in legal technology innovation, providing integrated legal tools to enhance efficiency for legal professionals. The Sales Operations & Process Excellence Specialist will drive operational efficiency, optimize technology, and standardize processes across the revenue organization, ensuring alignment between Pre-Sales, Sales, and Customer Success teams.
Customer ServiceDocument ManagementInnovation ManagementLegalLegal Tech
Responsibilities
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
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
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
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
Qualification
Required
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
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
Preferred
Experience working with international teams or partner ecosystems is a plus
Benefits
Health insurance
Retirement savings plans
Generous paid time off
Supportive work-life balance
Company
Litera
Litera is a legaltech firm that provides of document lifecycle and transaction management solutions.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$102MKey Investors
HgK1 Investment Management
2021-11-05Private Equity
2021-01-07Series Unknown· $2M
2019-05-08Private Equity
Leadership Team
Avaneesh Marwaha
CEO
Bryan Smith
Director of Product Management
Recent News
2025-12-03
Company data provided by crunchbase