Services Engagement Manager

About Us

At the company, we’re revolutionizing the Legal industry by being the platform powering legal’s top performers. As a trailblazer in legal technology, the company delivers an all-in-one legal operating solution built atop Salesforce that empowers law firms and legal departments to achieve consistent success by continually standardizing, measuring, and improving their legal operations.

Our mission is clear: to deliver better business outcomes to our clients, so they can focus on delivering the best legal service and outcomes to their clients. 400+ enterprise businesses and 55K+ legal professionals trust the company to amplify their impact with innovative technology and service that stands the test of time.

Backed by Bessemer Venture Partners, the company is proud to be recognized as one of Inc. 5000 and Deloitte Technology Fast 500’s fastest-growing private companies in America along with numerous awards for its unparalleled software. With offices in the vibrant cities of New York and New Orleans, we’re at the heart of legal innovation.

About the Role

We’re looking for a Services Engagement Manager to support and optimize how we sell, track, and deliver professional services. In this hybrid role, you’ll work at the intersection of sales and professional services—helping generate accurate, compelling service proposals while managing the systems and processes that support scale and visibility. This is a high-impact, individual contributor role with broad cross-functional exposure and the opportunity to shape how our services organization operates.

What You’ll Do

• 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.

What We’re Looking For

• 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.

Nice to Have

• 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

Disclosure

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.

The estimated base salary pay range for this role is $140,000-150,000. You will also be offered a bonus and benefits.

Our salary ranges are based on paying competitively for our size and industry, and are one part of many compensation, benefits and other reward opportunities we provide.

Individual pay rate decisions are based on a number of factors, including qualifications for the role, experience level, skill set, and balancing internal equity relative to peers at the company.