Legal Operations Specialist

Legal Operations Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Legal Operations Specialist based in the United States.

The Legal Operations Specialist will support the optimization, administration, and continuous improvement of legal technology systems and operational processes. This role will serve as a key connection point between business users, technology teams, and external vendors to ensure efficient issue resolution and system performance. The position combines application support, process improvement, business analysis, and change management responsibilities. You will help enhance legal workflows by managing configurations, testing new features, documenting processes, and supporting user adoption. The ideal candidate will enjoy solving problems, improving operational efficiency, and collaborating with cross-functional teams. This is a remote opportunity suited for someone with strong organizational skills and an interest in legal technology and business operations.

Accountabilities:

The Legal Operations Specialist will contribute to the effective management and enhancement of legal applications by supporting users, improving workflows, and coordinating technology initiatives. The role requires strong attention to detail, collaboration, and the ability to manage multiple priorities in a fast-paced environment.

• Manage incoming application incidents and service requests, providing Tier 1 and Tier 2 support while coordinating escalated issues with internal teams, vendors, and business stakeholders through resolution.
• Own 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, execute regression and functionality testing, and document results to ensure operational readiness.
• Support change management efforts by creating and maintaining knowledge documentation, process guides, and training materials.
• Deliver end-user training sessions in both virtual and in-person settings, helping teams understand system functionality and adopt improved processes.
• Gather feedback from users and leadership to identify opportunities for workflow improvements, system enhancements, and operational efficiencies.
• Manage user access administration and ensure appropriate role-based permissions across legal technology platforms.
• Assist with project coordination activities, including requirements gathering, meeting preparation, documentation, presentations, and tracking deliverables.
• Develop and maintain business requirements documents, use cases, and system specifications for enhancements, upgrades, and support initiatives.
• Partner with stakeholders to evaluate business needs, recommend solutions, and support continuous improvement initiatives.
• Travel occasionally for business needs, including potential overnight or air travel, representing approximately 10–15% of work time.

Requirements:

The ideal candidate will bring experience supporting business applications, improving operational processes, and collaborating with technical and non-technical teams. Strong communication skills, problem-solving ability, and familiarity with legal technology environments are essential.

• College degree preferred, or 3+ years of experience in legal technology, operations, Salesforce, Litify, or related business systems environments.
• Experience supporting legal operations, insurance defense, staff counsel environments, or similar professional services settings is a plus.
• Proficiency with Excel and Salesforce required; experience with Litify administration, automated task workflows, and document template creation preferred.
• Strong understanding of application support processes, business analysis concepts, and software development lifecycle practices.
• Ability to troubleshoot issues independently, apply sound judgment, and determine when escalation is needed.
• Excellent organizational and prioritization skills, with the ability to manage multiple projects and deadlines effectively.
• Strong written and verbal communication skills, including the ability to document processes and explain technical concepts clearly.
• 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.

Benefits:

The role offers a comprehensive rewards package designed to support professional growth, financial security, health, and work-life balance.

• Competitive annual salary range of approximately $73,000–$94,000 USD, depending on experience, qualifications, location, and business needs.
• Eligibility for incentive compensation opportunities.
• Remote work flexibility.
• Comprehensive healthcare benefits.
• Retirement savings plan with company contribution match.
• Employee stock purchase program with discounts.
• Tuition assistance and reimbursement programs.
• Paid time off, including approximately 20 days annually.
• Opportunities for professional development, training, and career growth.
• A collaborative environment focused on innovation, inclusion, and employee success.