Sales Operations & Client Onboarding Specialist

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New Leaf Family is 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 internal systems to ensure our clients experience a smooth, professional journey from their first consultation through case completion. Our operations team plays a critical role in making that experience seamless by managing onboarding, billing accuracy, and ongoing client financial communication.

The Sales Operations & Client Onboarding Specialist oversees the full operational lifecycle of a client, from signed agreement to case closure. This role blends sales operations, client onboarding, billing oversight, and financial reconciliation, serving as one of the most critical touchpoints in the firm.

You will ensure clients are onboarded quickly and correctly, payments are processed and reconciled accurately, billing issues are resolved proactively, and internal teams have clear visibility into case status and financial standing. This position works closely with attorneys, paralegals, intake staff, and accounting support to maintain operational excellence and high-quality client experience.

• Oversee onboarding for all newly signed clients, ensuring fee agreements, payment methods, and required documents are completed promptly.
• Assign cases to appropriate attorneys or paralegal teams and complete all required opening tasks.
• Serve as the primary quality checkpoint to ensure every new client file is fully prepared before legal work begins.

• Monitor daily payments, failed transactions, and trial fee progress.
• Reconcile daily transactions and apply payments correctly in our systems.
• Act as the primary point of contact for billing inquiries and payment issues between clients and the firm.
• Liaise between clients, attorneys, paralegals, and leadership on complex billing matters requiring direct communication.
• Maintain accurate financial records to support compliance, reporting, and operational clarity.

• Monitor collection progress for costs and trial fees, ensuring timely follow-up and documentation.
• Oversee billing-related tasks delegated to accounting or support staff, ensuring accuracy and timeliness.
• Maintain organized and professional client billing correspondence at all times.

• Manage all case closure procedures, including disabling billing, collecting final costs, and archiving files.
• Ensure all operational, financial, and administrative tasks are fully completed before a case is closed.
• Provide continuity and accountability at both the beginning and end of the client lifecycle.

• Support intake team by maintaining accurate scheduling data and updating calendars as needed.
• Assist with overflow intake calls when necessary to collect initial information and schedule consultations.
• Serve as a reliable operational resource for legal and administrative teams.

• Strong experience in sales operations, client onboarding, billing, or legal operations (law firm experience preferred but not required).
• Exceptional attention to detail and ability to manage high-volume financial and administrative tasks.
• Comfort working with billing platforms.
• Clear, professional communication skills for client-facing financial conversations.
• Ability to balance independent decision-making with cross-team collaboration.
• Strong organizational skills and the ability to manage multiple workflows simultaneously.
• A proactive, problem-solving mindset with a commitment to accuracy and follow-through.

This position is central to the firm’s success. By overseeing both onboarding and case closure, the Sales Operations & Client Onboarding Specialist ensures clients feel supported, billing remains accurate and compliant, and attorneys can focus on legal work without operational disruptions. Your work directly impacts client satisfaction, revenue stability, and the firm’s overall efficiency.

Entry level

Full-time

Sales and Business Development

Law Practice

Denver, CO $55,000.00-$70,000.00 4 days ago

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