Services Engagement Manager

About the role

Litify is seeking a Services Engagement Manager to bridge sales and professional services. In this hybrid position you will shape how the company sells, tracks, and delivers its legal‑tech professional services, ensuring proposals are accurate and operations scale efficiently.

Key responsibilities

• Partner with Sales, Professional Services, and Delivery teams to scope and create service proposals.
• Design, maintain, and improve Salesforce objects, workflows, and automations for services opportunities and projects.
• Build and update dashboards and reports to monitor pipeline, bookings, forecasts, and delivery metrics.
• Document and maintain standard operating procedures for professional services.
• Manage the full lifecycle of Statements of Work (SOWs) from creation to hand‑off.
• Support operational processes for services sales, resource planning, and project setup.
• Collaborate with RevOps, Finance, and Delivery to ensure data integrity and smooth handoffs.
• Provide insights and recommendations for continuous improvement of service delivery.

Required profile

• 3–5 years of experience in professional services operations, sales operations, or business analysis.
• Proven ability to analyze business processes and present actionable insights to leadership.
• Strong attention to detail and ability to manage multiple cross‑functional initiatives.

Required skills

• Salesforce (custom objects, workflow automation, reporting)