Legal Operations Specialist

Overview

A partner organization is seeking a Legal Operations Specialist based in the United States. This remote role focuses on optimizing, administering, and continuously improving legal technology systems and operational processes. The position acts as a liaison between business users, technology teams, and external vendors to ensure efficient issue resolution and system performance.

Responsibilities

• Provide Tier 1 and Tier 2 support for legal applications, managing incidents and service requests and coordinating escalations with internal teams, vendors, and stakeholders.
• Manage the lifecycle of automated workflows, task triggers, and document templates by gathering requirements, configuring solutions, coordinating testing, and supporting production releases.
• Analyze system upgrades and new features, perform regression and functionality testing, and document results to ensure readiness.
• Support change management by creating and maintaining knowledge documentation, process guides, and training materials.
• Deliver end-user training sessions virtually and in person to facilitate system adoption and improved workflows.
• Collect feedback from users and leadership to identify opportunities for workflow improvements and system enhancements.
• Administer user access and maintain appropriate role-based permissions across legal technology platforms.
• Assist with project coordination including requirements gathering, meeting preparation, documentation, presentations, and tracking deliverables.
• Develop and maintain business requirements documents, use cases, and system specifications for enhancements and support initiatives.
• Collaborate with stakeholders to evaluate business needs, recommend solutions, and support continuous improvement.
• Travel occasionally (approximately 10–15% of work time), including potential overnight or air travel.

Requirements

• College degree preferred or 3+ years of experience in legal technology, operations, Salesforce, Litify, or related business systems.
• Experience supporting legal operations, insurance defense, staff counsel environments, or similar professional services is a plus.
• Proficiency with Excel and Salesforce required; experience with Litify administration, automated workflows, and document template creation preferred.
• Strong understanding of application support processes, business analysis, and software development lifecycle.
• Ability to troubleshoot independently, apply sound judgment, and escalate issues appropriately.
• Excellent organizational and prioritization skills to manage multiple projects and deadlines.
• Strong written and verbal communication skills, including process documentation and explaining technical concepts.
• Comfortable facilitating meetings, gathering requirements, and collaborating with cross-functional teams.
• Experience delivering user training and translating system functionality into practical business solutions.
• Valid driver’s license and ability to operate a vehicle for business travel.

Compensation & Benefits

• Competitive annual salary range of approximately $73,000–$94,000 USD, based on experience, qualifications, location, and business needs.
• Eligibility for incentive compensation opportunities.
• Remote work flexibility.
• Comprehensive healthcare benefits.
• Retirement savings plan with company match.
• Employee stock purchase program with discounts.
• Tuition assistance and reimbursement programs.
• Approximately 20 days of paid time off annually.
• Opportunities for professional development, training, and career growth.

Location

• United States (remote position)
• Occasional travel required (10–15% of work time)