Remote Attorney Operations Specialist

Estate Guru, Inc.; Provo (UT); Híbrido; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

Estate Guru, Inc. is seeking an organized, detail‑oriented operations professional to manage attorney onboarding, contract tracking, and referrals.

You will coordinate across marketing, product, and operations, maintaining data integrity and timely communications for attorneys, advisors, and clients. In this role, you will execute outreach, manage CRM records, and support onboarding workflows while reporting to the Director of Attorney Operations.

Formación

• 1–3 years in operations, coordination, or account support.
• Highly organized with strong follow-through across multiple tasks.
• Comfortable using CRM or community-management tools.
• Clear, professional written and verbal communication.
• Able to work independently in a remote, deadline-driven environment.
• Bachelor's degree or equivalent experience.

Responsabilidades

• Onboarding execution: move attorneys through onboarding steps and keep dashboards accurate.
• Contract and coverage tracking: maintain agreements and renewal dates, update status.
• Referral hand-offs: match referrals to attorneys and log transfers.
• Recruitment and outreach support: run outreach sequences and maintain candidate lists in the CRM.
• Relationship and remediation logistics: act as day-to-day contact and resolve issues.
• Communication and engagement execution: send newsletters and coordinate events.
• Reporting and data hygiene: pull weekly/monthly metrics and keep trackers accurate.
• Cross-team coordination: align with marketing, product, and operations.
• Special projects: assist process improvements and trial new workflows.

Conocimientos

CRM tools

Attention to detail

Communication

Independent working

Organization

Educación

Bachelor's degree or equivalent experience

Herramientas

HubSpot CRM

Descripción del empleo

Estate Guru, Inc. is seeking an organized, detail‑oriented operations professional to manage attorney onboarding, contract tracking, and referrals.

You will coordinate across marketing, product, and operations, maintaining data integrity and timely communications for attorneys, advisors, and clients. In this role, you will execute outreach, manage CRM records, and support onboarding workflows while reporting to the Director of Attorney Operations.