Teams at Magna Legal Services

Sell Magna Legal Services' litigation support solutions across the Boston territory. Build and execute territory strategy, prospect and develop client relationships, maintain pipeline in CRM, collaborate with subject matter experts and operations, attend industry events, and travel for client meetings to grow revenue and cross-sell services.

Conduct desktop-based locate and skip-tracing investigations for legal matters, using public records, proprietary databases, social media, interviews, and investigative calls. Analyze information, identify connections, resolve discrepancies, document findings, and develop actionable leads. Coordinate service-of-process activities with field investigators and process servers, manage multiple cases, communicate updates, and protect sensitive information while following legal and ethical requirements.

Manages Salesforce administration, CRM data integrity, reporting, dashboards, process automation, and revenue operations analytics. Partners with Sales, Finance, and BI on integrations, data enrichment, and reporting infrastructure. Supports sales enablement through troubleshooting, training, office hours, documentation, and user guidance. The role also identifies scalable process improvements and translates operational data into actionable business insights.