Director of Operations

Are you a systems-minded leader who thrives in high-growth environments, energized by bringing order, accountability, and excellence to legal operations?

 

Do you bring sharp strategic instincts and the emotional intelligence to guide teams through growth while maintaining alignment with a firm’s values, culture, and mission?

 

Can you drive the operational heartbeat of a firm by ensuring people, processes, and systems are functioning at full capacity while acting as the steady bridge between attorneys, staff, vendors, and leadership?

 

Is your leadership style grounded in clarity, empathy, and the confidence to hold teams accountable without compromising culture?

 

Final question: When faced with a challenge, do you get excited or run away?

 

 

** IMPORTANT: TO APPLY **

If you have any questions, please email recruit@crisp.co only.

• Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.

To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.

**RECRUITERS DO NOT CONTACT**

 

 

At Elevated Estate Planning, PS, we’ve helped nearly 30,000 families across Washington’s Inland Northwest prepare for the future with clarity, compassion, and confidence. With offices in Spokane Valley, North Spokane, Kennewick, and Yakima, our firm delivers comprehensive estate planning and elder law services, providing clients with personalized support and meaningful guidance. Our practice spans wills, trusts, powers of attorney, long-term care planning, probate, trust administration, and legacy preservation, all delivered through our Elevated Case Program™, which combines education, systematized planning, and step-by-step legal care.

 

Led by Managing Attorney Matthew Luedke, the firm is in a focused growth phase – upgrading systems, strengthening operations, and expanding its impact. This senior leadership role is for an operator who can turn the firm’s existing vision and priorities into clear plans, systems, and consistent execution.

 

At Elevated Estate Planning, PS, the Director of Operations is the behind-the-scenes architect of a growing, people-first legal team. This person will oversee core administrative functions (HR, finance, IT, vendor management, client support), guide department leads (marketing, intake, front office, client care), and help streamline how work gets done, with responsibility spanning KPIs, QuickBooks, team engagement, and technology, the Director of Operations will lead the operational core of the firm, creating structure and clarity so the legal team can perform at its highest level.

What you’ll do:

• Workflow and Systems Alignment Across Departments: Ensure consistent workflows, interdepartmental communication, and system alignment that support firm-wide productivity and collaboration.
• Financial Oversight and Budget Planning: Manage the firm’s financial processes including bookkeeping, payroll coordination, vendor payments, and budgeting. Work closely with the firm’s CPA partner to reconcile accounts and produce reliable, clear financial reports that support strategic decision-making.
• Team Leadership and Performance Culture: Lead and support administrative, client care, front desk, and marketing personnel. Set performance expectations, provide feedback and development opportunities, and foster a culture of accountability rooted in the firm’s core values.
• Human Resources and Staff Operations: Coordinate with external HR vendors to oversee recruitment, onboarding, employee relations, compliance, and offboarding. Implement internal SOPs, performance standards, and feedback mechanisms to maintain a stable and compliant HR function.
• KPI Tracking and Dashboard Management: Design and maintain dashboards for critical firm metrics including client pipeline, case progression, financial goals, and staff performance. Establish consistent reporting cadences to help leadership monitor and respond to operational trends.
• Issue Resolution and Staff Support: Serve as the point of contact for internal bottlenecks and client escalations. Troubleshoot workflow issues, mediate team concerns, and reduce dependency on the founder by resolving day-to-day fires before they reach the leadership level.
• Systems and Vendor Oversight: Manage vendor relationships across IT, QuickBooks, Zoom, and case management tools. Evaluate current systems, recommend improvements, and oversee implementation projects that align technology with firm growth and efficiency goals.
• Strategic Implementation and Leadership Partnership: Work closely with Matthew to translate firm vision into actionable plans. Ensure strategic initiatives are tracked and completed on schedule while safeguarding leadership time from unnecessary distractions.
  

What we’re looking for: 

• Experience: 3–5+ years of formal operations leadership, ideally in a professional services or legal environment. Prior experience in a Director of Operations, Firm Administrator, or COO role is highly preferred.
• Legal Familiarity: Prior exposure to legal services, estate planning, or elder law is a strong advantage, though not required. Must be willing to learn how legal files flow and what operational support attorneys need.
• Emotional Intelligence & Communication: Able to hold team members accountable without bulldozing. Calm under pressure, confident in conversations, and capable of navigating interpersonal dynamics with empathy and firmness.
• Process Thinking: Highly organized and process-oriented. Skilled at identifying inefficiencies, building systems, and helping others follow through.
• Technical Proficiency: Comfortable with case management software (e.g., MyCase), QuickBooks, HR platforms, and Microsoft Office. Able to work with IT vendors and recommend technical improvements.
• Leadership Style: Collaborative, humble, and ready to observe before implementing change. Respectful of existing systems and team dynamics while willing to improve what’s not working.
• Cultural Fit: Aligned with our values: integrity, client-focused service, accountability, and excellence. Committed to supporting a culture of learning, clarity, and care.     

 

Why you should work here: 

• Mission-Driven Work: You’ll help deliver peace of mind to families during life’s most vulnerable transitions. Your work directly impacts the firm’s ability to serve clients with excellence and care.
• Growth-Stage Firm: We’re in an exciting season of expansion and evolution. You will have the chance to shape how we scale and be part of building a firm that is both impactful and sustainable.
• Balanced Culture: Our team prioritizes learning, growth, and genuine connection. From monthly lunch-and-learns to our team-voted “GOAT Trophy” for values, we believe in creating a place where people thrive.
• Supportive Leadership: You’ll report directly to the Managing Attorney, who is self-aware, strategic, and eager to delegate operations to the right leader. You won’t compete for vision; you’ll bring it to life.

 

Additional perks:

• Compensation: Competitive salary aligned with experience and role scope.
• Location: Onsite role based at our Spokane Valley headquarters.
• Working Hours: Monday–Thursday (7:30–5:00) with early close Fridays at noon.
• PTO & Holidays: Two weeks PTO, state-mandated sick leave, plus the week between Christmas and New Year’s. Additional holidays include MLK Day, Good Friday, Labor Day, Independence Day, and Veterans Day.
• Health & Retirement: 100% employer-paid health and dental insurance. 3% Safe Harbor retirement plan with minimal vesting timeline.
• Bonuses & Recognition: Annual performance evaluations in October, end-of-year discretionary bonuses, and the chance to shape key operational projects.

 

At Elevated Estate Planning, PS, your role as Director of Operations is not just about execution; it’s about legacy. You will bring the infrastructure, accountability, and calm leadership that allow our team to grow without losing our culture. You’ll help us keep our promises to each other, to our clients, and to the families we serve.

 

Join us in building a law firm that makes a difference. Bring your operational excellence, steady leadership, and heart for service, and help take Elevated Estate Planning, PS into its next chapter of growth, clarity, and impact.