Project Manager – Process Improvement

Location: Onsite (Tijuana)
Employment Type: Full-Time
Industry: Legal Services / Professional Services

About Us
We are a California-based personal injury law firm with a global, fully remote workforce. Our mission is to deliver exceptional client experiences through operational excellence, data-driven decision-making, and continuous process improvement.

We are seeking a highly skilled and detail-oriented Project Manager to lead cross-functional projects, optimize legal operations, and ensure peak performance across our case management, intake, and compliance processes. The ideal candidate will bring a strong background in process improvement, data analytics, and project management, preferably with experience in Filevine, LeadDocket, and other legal technology platforms.

Key Responsibilities

Data Analysis & Reporting

• Collect, analyze, and interpret operational data from systems including Filevine, LeadDocket, productivity tools, and performance metrics.
• Conduct in-depth analyses to detect trends, identify bottlenecks, and pinpoint areas for improvement.
• Develop, maintain, and automate dashboards and reports to track KPIs and business performance.
• Present actionable insights and recommendations to senior management.

Process Documentation, Improvement & Implementation

• Document existing workflows and procedures in clear, standardized formats.
• Identify and prioritize high-impact process optimization opportunities.
• Collaborate with cross-functional teams to design, implement, and monitor improvements.
• Conduct training sessions to ensure smooth adoption of new processes.
• Lead regular calibration meetings to evaluate process effectiveness and make adjustments.

Compliance Monitoring

• Develop and maintain auditing parameters to ensure compliance with policies and regulations.
• Conduct audits, identify non-compliance issues, and recommend corrective actions.
• Maintain detailed audit logs, corrective action plans, and compliance reports.

Project Management

• Lead at least one major process improvement project per quarter from planning to evaluation.
• Define project scope, objectives, timelines, and deliverables.
• Coordinate tasks and communication across all involved teams.
• Monitor progress and adapt strategies as needed to meet deadlines.

Reporting & Communication

• Prepare weekly and monthly reports on operational performance, key findings, and trends.
• Use visual storytelling and clear narratives to communicate complex data.

Collaboration & Stakeholder Engagement

• Partner with different departments to share insights, gather feedback, and implement solutions.
• Promote a culture of continuous improvement across the organization.

Bonus Audit & KPI Monitoring

• Audit bonus calculations for accuracy against established criteria.
• Track KPIs for data analysis, compliance, reporting, and project delivery.
• Identify discrepancies and recommend solutions to leadership.
  
  

Qualifications & Experience

• Bachelor's degree in Computer Science, Business, or related field.
• Certified Lean Six Sigma Black Belt (strongly preferred).
• 5–7+ years in legal operations, process improvement, or related fields.
• Proven track record in data analysis, reporting, and cross-functional project management.
• An impressive portfolio of projects initiated and implemented, demonstrating measurable business impact.
• 2+ years of hands-on experience with Filevine, LeadDocket, or similar legal CRM/case management systems.
• Strong technical proficiency in integrations, automation tools (Zapier, Power Automate, APIs, SQL), and workflow optimization.
• Excellent communication skills, with the ability to explain technical concepts to non-technical staff.
  
  

Preferred Skills

• Background in business intelligence, analytics, and performance metrics.
• Experience with SQL-based reporting and dashboard creation.
• Certifications in PMP, Lean Six Sigma, or related methodologies.
• Experience leading software implementation or process improvement initiatives.