PMO / Sales Management Office (Revenue Operations)

This job is not for LXMQ but for our partner Law Firm

Company Description

This company is a premier, national immigration and criminal defense firm based in Glendale, California, with 23 years of legal experience. The firm specializes in protecting individuals and families facing complex legal hurdles, including deportation defense, criminal defense, and post-conviction relief. They provide strategic legal advocacy tailored to founders, venture capitalists, professionals, and students.

PMO / Sales Management Office (Revenue Operations) — Law Firm

Location: Glendale, California

Type: Onsite Full-time

Reports to: Leadership (Founder)

Why this role

We’re building a true revenue engine in 2026—targets are live, reviews are structured, and execution is numbers-first. This role owns the operating system that keeps Sales, Marketing, Finance, and Delivery aligned and accountable.

Role summary

You are the Revenue Operations / Sales Management Office lead responsible for:

• making revenue data trustworthy (CRM + QuickBooks),
• making the forecast predictable (pipeline discipline + stage governance),
• running the operating cadence that keeps every business unit executing weekly.

What you’ll own (Core responsibilities)

1) Run the revenue operating cadence (weekly/bi-weekly/monthly)

• Facilitate corporate sales reviews and BU pipeline reviews (stage-by-stage, deal-by-deal)
• Drive cross-functional alignment between Sales, Marketing, Finance, Delivery (SCM) and intake (ACM)
• Ensure meetings produce: decisions, owners, dates —not “updates.”

2) Pipeline governance + forecasting (predictability)

• Define and enforce stage criteria (L1–L5) and “qualified pipeline” rules
• Maintain pipeline hygiene (amounts, close dates, next steps, owners)
• Build weekly/monthly forecast views and improve forecast accuracy over time

3) CRM + QuickBooks = source of truth (data integrity)

• Ensure every opportunity, consultation, next step, and outcome is recorded in CRM
• Ensure cash collections, invoices, payment plans, and exceptions are reflected in QuickBooks
• Own weekly reconciliation reporting (CRM ↔ QuickBooks), exceptions list, and fix SLAs

4) Collections support + installment-plan discipline (with Finance)

• Partner with Finance to run AR/arrears worklists and track broken payment plans
• Help implement collection workflows: reminders, escalation rules, tasking, reporting
• Track AR health (aging buckets, delinquencies, recoveries)

5) Build dashboards, KPI reporting, and QBRs for leadership

• Weekly: Sales scorecards, pipeline, forecast, consultations, conversion
• Monthly: BU performance, cycle time, channel performance, collections health
• Quarterly: QBR pack with insights, risks, mitigation plans, and next-quarter priorities

Success metrics (How you will be measured)

• Collected cash attainment vs quarterly/annual targets
• Qualified pipeline attainment and pipeline coverage
• Forecast accuracy (forecast vs actual collections)
• Funnel performance: consult show rate, consult→sign, sign→first payment lag
• Systems hygiene: % deals with next step/date, stale pipeline reduction, reconciliation accuracy
• Collections discipline: AR aging improvement, arrears recovery execution (in partnership with Finance)

Skills & experience we’re looking for

Must-have

• 5-10+ years in Revenue Operations, Sales Operations, Business Operations, or PMO (service business preferred)
• Strong experience with CRM discipline and reporting (HubSpot/Salesforce/Clio Grow or similar)
• Comfort working with QuickBooks (or equivalent accounting system) and cash-based reporting
• Strong Excel/Sheets skills; ability to create dashboards and executive narratives
• Ability to run meetings, enforce standards, and drive accountability across teams
• Project Management: Strong project management skills, including planning, execution, monitoring, and risk management.
• Communication: Excellent written and verbal communication skills to effectively communicate with stakeholders at all levels.
• Analytical Skills: Ability to analyze data, identify trends, and make data-driven decisions. Excellent sales forecasting, budgeting, and performance analysis skills
• Sales Acumen: Understanding of sales processes, strategies, and best practices.
• Technical Proficiency: Familiarity with project management software, CRM systems, and other relevant tools.
• Problem-Solving: Ability to identify and resolve issues that may arise during the course of a sales project.
• Teamwork: Ability to work effectively with cross-functional teams and collaborate with other departments.
• Organization: Strong organizational skills to manage multiple projects and priorities effectively.
• Leadership: Ability to lead and motivate sales teams to achieve project goals.
• Adaptability: Ability to adapt to changing business needs and adjust project plans accordingly.

Nice-to-have

• Experience in a law firm / professional services environment
• Experience with installment payment models and collections workflows
• Familiarity with law-firm KPI frameworks: realization, collection, lockup concepts 

Working style (what it takes to win here)

• You’re calm, direct, and metric-driven.
• You don’t tolerate “air pipeline.”
• You can push teams to clean data and close loops—without damaging culture.
• You’re comfortable escalating issues early and proposing solutions.

Qualifications and experience

• Bachelor’s degree in business, Marketing, Sales, or a related field (preferred).
• 3+ years of proven experience in sales management, with at least 7 years in PMO
• In-depth knowledge of sales strategies, market analysis, and customer relationship management.
• Experience working with CRM systems.
• 2+ years of experience in consultative selling of services and solutions to large enterprise accounts (preferred).

Compensation: $80,000/year base salary + up to 20% performance bonus (paid quarterly), plus standard benefits.

Core benefits

• Medical, dental, vision
• 401(k)
• Paid time off (PTO) + paid holidays
• Paid sick time
• Life insurance + short-term disability

Add-ons

• Performance bonus (can go up to 40%)
• Commuter/parking support
• Professional development (Event, AI tool budget)
• Phone/internet stipend (if after-hours expectations exist)