New Client Sales Ops

About This Role

We’re Hiring: Sales Operations \& Client Onboarding Specialist

Compensation: $45,000 – $60,000

Company: New Leaf Family

Location: Remote

Join a mission\-driven team where your work directly impacts client experience, operational excellence, and business success.

About Us

At New Leaf Family, we are a client\-centered family law firm dedicated to guiding individuals and families through major life transitions with clarity, compassion, and structure. We combine strong legal advocacy with highly organized systems to create a seamless and professional client journey from start to finish.

About the Role

As our Sales Operations \& Client Onboarding Specialist, you will manage the full client lifecycle—from signed agreement to case closure. This is a high\-impact role blending onboarding, billing oversight, and operational coordination across teams.

You’ll ensure clients are onboarded efficiently, payments are accurate, and internal teams have clear visibility into every case.

What You’ll Do

Client Onboarding \& Case Setup

• Lead onboarding for new clients and ensure all documentation and payments are complete
• Assign cases and prepare files for legal teams
• Serve as the final quality checkpoint before work begins

Billing \& Financial Oversight

• Monitor payments, failed transactions, and fee progress
• Reconcile transactions and maintain accurate financial records
• Handle billing inquiries and resolve issues proactively

Collections \& Follow\-Up

• Track collections and ensure timely follow\-ups
• Oversee billing\-related tasks for accuracy and completion

Case Closure

• Manage end\-of\-case procedures including final billing and file archiving
• Ensure all operational and financial items are resolved

Collaboration \& Support

• Assist intake and scheduling as needed
• Work closely with attorneys, paralegals, and leadership

What We’re Looking For

• Experience in sales operations, onboarding, billing, or legal operations
• Strong attention to detail and ability to manage multiple workflows
• Confident in client\-facing financial communication
• Highly organized, proactive, and solution\-oriented
• Comfortable working with billing systems and cross\-functional teams

Why This Role Matters

You’ll be a key driver of both client satisfaction and operational efficiency—ensuring every client experience is smooth, organized, and professional from beginning to end.

Ready to make an impact? Apply now and grow with us at New Leaf Family.