Associate Sales Operations Analyst

At Epiq, your work contributes to complex, global legal outcomes. You’ll join a values‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprise‑wide learning and mobility. We celebrate who you are, and we respect life beyond work with flexibility that’s recognized externally. Enabled by modern platforms and AI, you’ll do the most meaningful work of your career and see your impact at scale.

Job Description:

The Associate Sales Operations Analyst supports the Sales and Contract teams by ensuring the accuracy, integrity, and usability of sales and case-related data across systems. This role plays a critical part in enabling effective sales execution, supporting contractual workflows, and maintaining high-quality data that informs downstream reporting and business insights. The position will focus on data management, reporting, operational support, and process improvement across the sales and contracts lifecycle.

Essential Job Responsibilities

• Maintain and update sales estimate templates and case data to ensure accuracy and consistency across systems.

• Leverage AI tools (e.g., Copilot) to summarize case materials and extract key information to support sales and operational workflows.

• Analyze attorney, firm, and docket data to identify discrepancies and update internal systems accordingly.

• Perform ongoing data entry, validation, and quality control to ensure data integrity and reliability.

• Create and manage project forms, contracts, and case records within internal systems.

• Support contract lifecycle activities, including contract rate updates and MSA contract management.

• Generate and maintain reporting including agreement number tracking, offshore reporting, non-standard documentation reporting, and SLA reporting.

• Manage shared contract distribution email inbox and ensure timely and accurate communication with stakeholders.

• Track and manage Salesforce activities, including opportunities, meetings, and events.

• Support the transition of responsibilities from the Contracts team to the ECAR Sales and Sales Support teams.

• Identify opportunities for process improvements and operational efficiencies across sales and contracts workflows.

Qualifications & Characteristics 

• Bachelor’s degree in Business, Finance, Data Analytics, or related field preferred.

• 1–3 years of experience in sales operations, data analysis, or related support role.

• Strong attention to detail and ability to manage high volumes of data with accuracy.

• Experience working with CRM systems (e.g., Salesforce) and data management tools.

• Proficiency in Microsoft Excel and ability to work with large datasets.

• Familiarity with contract management processes and sales support functions preferred.

• Experience using AI tools (e.g., Microsoft Copilot) or willingness to learn.

• Strong analytical, problem-solving, and organizational skills.

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• Strong communication and collaboration skills with cross-functional teams.

Your specific salary will be determined based on several factors:

• Location-based market rate for the role

• Your abilities in relation to the job specification

• Performance during screening and interview

• Pay parity with the wider team in the considered location

Further details about the package will be provided during the initial screening call with the Talent Acquisition Team.

Click here to learn about Epiq's Benefits.

Epiq Leadership Compass

Fosters Relationships & Collaboration

Builds trust and alignment through open communication, shared goals, and strong partnerships to drive collective success.

• Build trust-based partnerships

• Nurture long-term relationships

• Remove collaboration barriers

• Celebrate cross-team success

Engages & Influences

Inspires action and alignment through clear communication, purposeful influence, and a compelling vision.

• Use storytelling to build buy-in

• Align communication with organizational goals

• Guild alignment through strong engagement

Maximizes Performance

Sets and reinforces performance standards that drive results, ensure accountability, and align with Epiq’s goals.

• Use data to identify improvement opportunities

• Make informed decisions

• Align team goals with boarder strategy

• Empower teams to manage their own goals

• Translate vision into clear priorities

• Prepare for disruptions with strong change management

Achieves Operational Success

Drives continuous improvement and operational excellence through smart processes, data insights, and quality execution.

• Improve workflows for team efficiency

• Use clear documentation and expectations

• Resolve issues quickly using data and feedback

It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request.  Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.