CRM

  • Operations Coordinator (Pipeline & CRM Management)

    • Remote
    • Part-Time

    We are a boutique estate planning law firm hiring a part-time Operations Coordinator to manage the client pipeline from initial inquiry through post-delivery follow-up. This role is 100 percent operations (not legal drafting or paralegal work). If you love structure, follow-up, CRM organization, and creating simple, repeatable workflows, you will thrive in this position. We use tools like Minutes.ai and ChatGPT for summaries, clarity, and efficiency. You don’t need to...