Note: The job is a remote job and is open to candidates in USA. Litify is a legal technology company providing an all-in-one legal operating solution built on Salesforce. The Services Engagement Manager will support professional services sales and delivery by creating proposals, managing Salesforce processes, overseeing Statements of Work, and improving operational visibility and efficiency.
Responsibilities
- Collaborate with Sales, Professional Services, and Delivery teams to own scoping and proposal creation for professional services engagements
- Manage and enhance Salesforce workflows, fields, and processes related to professional services opportunities, projects and day-to-day operations
- Create and maintain reports and dashboards to monitor pipeline, bookings, forecasting, and delivery metrics
- Develop and update documentation of professional services standard operating procedures
- Own the full lifecycle of Statements of Work (SOWs), ensuring accurate documentation and alignment with delivery expectations
- Support and improve operational processes related to services sales, resource planning, and project setup
- Partner with RevOps, Finance, and Delivery teams to ensure data integrity, accurate forecasting, and smooth handoffs
- Contribute insights and recommendations to improve service delivery operations and drive continuous improvement
Skills
- 3–5 years of experience in professional services operations, sales operations, business analysis or a similar role
- Strong proficiency in Salesforce, including custom objects, workflow automation, and reporting
- Experience supporting services sales cycles or managing the operational side of project-based work
- Experience analyzing business operations and presenting insights to leadership
- Excellent attention to detail, organizational skills, and process mindset
- Strong interpersonal and communication skills with the ability to collaborate across teams
- Comfortable working independently in a fast-paced, cross-functional environment
- Experience in legal technology and/or professional services organizations
- Familiarity with CPQ tools, PSA systems, project management tools (Smartsheet, Certinia, JIRA)
- Exposure to financial metrics such as bookings, utilization, or revenue forecasting
- Certified Salesforce Administrator (ADM 201) or other Salesforce certifications
Benefits
- A bonus and benefits
- This job is fully remote, with the exception of employees living in New York City and New Jersey. Our NYC/NJ employees adhere to our hybrid schedule, which requires working in our Manhattan office 6 days a month.
Company Overview
- Litify helps law firms and corporate legal departments turn operations into impact through its fully AI-native platform of action. It was founded in 2016, and is headquartered in Brooklyn, New York, USA, with a workforce of 201-500 employees. Its website is http://www.litify.com.
