Sales Operations Business Architect III

LegalZoom.com, Inc.; Reno (NV); On-site; USD 96,000 - 154,000; Full time

Benefits offered by this job

401k with matching

Disability insurance

Wellness benefits

Fringe benefits $250

Job summary

LegalZoom.com, Inc. in Reno, NV is seeking a Sales Operations Strategist to lead high-impact projects and improve efficiency through advanced analytics.

You will diagnose performance gaps, design workflows, and ensure frontline adoption. You will deliver standardized and ad hoc reports and dashboards using Thoughtspot, Hex, Microsoft Dynamics, Salesforce SFDC, and SQL-based models; audit CRM workflows; and translate business needs into technical specs for partners, while supporting

Qualifications

• 5+ years in sales or business operations.
• Experience with process mapping and workflow design.
• Strong requirement gathering and governance experience.
• Advanced Excel/Google Sheets; intermediate SQL; BI tooling experience (Thoughtspot, Hex, Salesforce SFDC).

Responsibilities

• Lead end-to-end sales operations projects; map processes and design workflows.
• Analyze sales and contact center data to identify trends and root causes.
• Deliver dashboards and reports with Thoughtspot, Hex, Salesforce and SQL models.
• Audit CRM workflows; document inbound/outbound sales motions and telephony processes.
• Create SOPs and translate business needs into technical specs for partners.
• Facilitate cross-functional workshops to drive alignment.
• Identify operational risks and build efficiency models.
• Serve as embedded SME in day-to-day sales operations.
• Occasional travel may be required.

Skills

SQL

Excel/Sheets

CRM workflows

Process mapping

Cross-functional collaboration

Data analysis

Tools

Thoughtspot

Hex

Salesforce SFDC

Job description

Inc Authority has been the corporate formation specialist for over twenty years. Founded in 1989, Inc Authority, and its associated companies, have formed and represented over 70,000 Corporations and LLCs worldwide. We offer the most comprehensive range of services under one roof, including corporate business formation and strategy, tax planning, bookkeeping, estate and retirement planning. We are dedicated to providing the highest standard of customer service.

Inc Authority is a business formation company headquartered in Nevada that specializes in helping businesses launch and grow throughout the U.S. We have multiple avenues of career growth with opportunities to advance with our growing organization. We promote a culture of diversity, inclusion, and work life balance. Our core values consist of Service Excellence, Teamwork, Ownership, Respect, and Integrity.

Where we work

This position will be onsite at our Reno, NV office.

Overview

The Sales Operations Strategist is a critical member of the Sales Operations team, focused on leading high-impact strategic projects and leveraging advanced sales analytics to drive organizational efficiency. This role handles all aspects of project execution—from diagnosing performance gaps and designing workflows to building scalable tools and ensuring frontline adoption—while applying analytical rigor to sales and contact center data for operational excellence.

You will

Execute Sales Operations projects end-to-end, including process mapping, journey decomposition, workflow design, and operational readiness activities such as pilot design, experiment frameworks, and frontline adoption strategies.

Analyze sales and contact center performance data to identify trends, root causes, and improvement opportunities; perform qualitative and quantitative root cause analysis to diagnose and resolve performance gaps.

Deliver standardized and ad hoc reports, dashboards, and scorecards using Thoughtspot, Hex, Microsoft Dynamics, Salesforce (SFDC), and other BI tools; apply SQL and advanced Excel/Google Sheets models to support daily and weekly performance cycles.

Audit CRM and sales system workflows, assess agent behavior and adherence, and design and document workflows for inbound/outbound sales motions, contact routing, and telephony processes.

Develop and maintain SOPs and operational documentation; facilitate cross-functional workshops, conduct requirement gathering, and translate business needs into technical specifications for technology partners.

Facilitate cross functional workshops to drive alignment, resolve issues, and improve coordination across the sales to CX handoff.

Identify operational risks, design process measurement frameworks, and build efficiency models that evaluate workflow effectiveness and agent effort.

Serve as an embedded subject matter expert within day-to-day sales operations, supporting leaders and frontline teams.

Occasional travel may be required.

You have

5+ years of experience in sales operations, business operations, or a related field, with a track record of leading operational projects and driving process improvements in high-growth or high-volume environments.

Demonstrated expertise in process mapping, journey decomposition, and workflow design for high-velocity sales and contact center operations, including inbound/outbound motions and telephony analysis.

Strong background in cross-functional requirement gathering, CRM workflow auditing, SOP design, operational readiness planning, and change governance.

Advanced proficiency in Excel or Google Sheets for data modeling; intermediate to advanced SQL skills; experience with BI/reporting tools (Thoughtspot, Hex, Salesforce SFDC).

Skilled in cross functional facilitation, optimizing marketing to sales and sales to CX handoffs, and translating business requirements for technical teams.

Contact or call center operations experience preferred.

The salary range for this role is ($ 96,000 - $153,600 ). Actual compensation offered will depend on several factors including but not limited to geographic location, work experience, education, skill level, and/or other business and organizational needs. In addition, an annual bonus, incentive bonus and/or restricted stock units may be provided as part of the compensation package. You will also receive a full range of medical, financial, and other benefits as seen below.

• 401k, With Matching Contributions
• Short-Term/Long-Term Disability Insurance
• Plus other wellness benefits to include:
  • Fringe lifestyle benefits up to $250

Join us in making a difference as we build our future and help ensure access to professional legal advice to all! LegalZoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment. LegalZoom prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Additionally, LegalZoom is enrolled in the E-Verify program. For additional information on E-Verify, please visit Participation and Right to Work pages.