SMB Team Benefits Overview

Manage daily office operations for a criminal law firm, supporting the owner and attorneys, coordinating calendars, organizing documents, drafting basic legal documents, handling client communications and onboarding, maintaining systems, tracking tasks, and following up on accounts receivable. The role focuses on streamlining processes, improving efficiency, and delivering professional client support.

The Sales Executive will identify potential clients, manage outbound sales activities, close deals, and ensure smooth client handoffs while achieving sales quotas.

Support annual budgeting, monthly forecasts, and unit-level financial models. Partner with business leaders to validate assumptions, monitor performance, and recommend actions. Build deal models and support M&A due diligence and post-close integration. Prepare reporting, dashboards, variance analyses, and executive presentations; improve processes and automate reporting.