Director of Operations

Chief Operations Officer (COO) Opportunity at California Probate and Trust, PC
Fair Oaks and Granite Bay, CA (On-Site Position)

IF YOU APPLY, I AM GOING TO ASK YOU TO COMLETE A WRITTEN INTERVIEW BEFORE WE TALK IN PERSON. I NEED TO KNOW HOW YOU THINK, AND THERE IS NO BETTER WAY TO GAUGE HOW AND WHAT YOU THINK THAN BE READING YOUR THOUGHTS. IF YOU DO NOT RESPOND TO THE WRITTEN INTERVIEW, I WILL NOT CONTACT YOU.

(This is not a remote position)

Are you an experienced CEO or COO who has gotten in early, grown, and successfully exited a service-based company? Are you now looking for a new challenge—an opportunity to build and grow something amazing? If so, we’re looking for someone like you.

About the Firm

California Probate and Trust, PC is an established and growing estate planning law firm located in Fair Oaks, CA. Our mission is to help clients transform the experience of living and dying, exchanging fear for assurance through thoughtful planning. While our firm has been successful to date, we recognize the need for strong leadership and expertise to continue the growth.

The Opportunity

We’re seeking a Chief Operating Officer (COO) to oversee and implement the firm’s operations—except the practice of law. This is an on-site position with the potential for one remote day per week.

As COO, you will have responsibility for strategic planning, operational management, financial oversight, and driving the firm’s growth. Your role will also focus heavily on marketing and sales process, and driving efficiency while improving the client experience (I know, usually and oxymoron) . You’ll work directly with me (the owner) and the staff to shape the future of the firm.

More importantly, this is a role-up-you-sleeves-and-work job. I have a small team, so in the beginning, you need to be willing to help do some of the work until you can build your team.

Key Responsibilities

• Growth: Expand the firm’s reach and profitability by improving marketing, sales, systems, growing revenue and profit, and maximizing efficiency.
• Leadership: Build and manage an aggressive money-driven team,
• Systems Management: Develop workflows, refine processes, and ensure operational excellence to meet client needs and exceed expectations.
• Financial Oversight: Manage budgets, cash flow, and financial reporting, using KPIs and metrics to drive decisions.
• Vendor and Marketing Oversight: Evaluate vendor relationships and optimize the ROI of our marketing budget.

Who You Are

• Driven: Eager to learn, to succeed and to grow because it's who you are.
• Disciplined: Maintain focus to achieve goals
• Proven: You’ve led teams of 20 people, managed budgets exceeding $10M, and successfully grown business. You have experience hiring and firing.
• Process-Oriented: You’re skilled at designing systems and processes that drive efficiency and ensure high-quality service.
• Metrics-Driven: You thrive on data and use KPIs and financial metrics to make informed decisions.
• Resilient: You have thick skin, embrace change, and are quick to identify solutions rather than dwell on problems.
• People-Centric: You excel at client satisfaction and employee engagement.
• Money Smart: You can read financial statements and tell the story. You have the habit of regularly reviewing financial data. You can implement a budget, monitor progress, and adjust accordingly.

What We’re Not Looking For

We operate with a strict no-a$$hole policy. If you’re rude, crave accolades and public acknowledgement, quick to blame others, or struggle to work well with a team, this is not the role for you. If you can't express yourself without a string of profanity, if you like to gossip or belittle others, if you are never wrong or think you are the smartest person in the room, don't apply.

If you managed great people who had great success, but don't know how to do things yourself, don't apply. While I love the idea, I can't hire your team immediately. We need to grow this first.

Ideal Candidate Experience

• Building a service-based company from small to over $20M.
• Expanding into new markets and growing both revenue and profit margins
• Implement and improve new marketing, new systems and workflows to support growth
• Willingness and able to learn quickly about our area of practice is essential (you need to be smart)
• Tech savvy. You will not need to write code, but you need to acclimate to our CRM quickly, know how to use MS Excel (write formulas, pivot tables, etc.)
• AI ready. - You need to be willing and excited to try new things and implement new tech to improve our firm, customer experience, efficiency, and profitability.

What We Offer

• Executive-Level Compensation: Salary plus performance-based incentives tied to KPIs, growth and profit.
• Benefits Package: Includes health insurance, 401(k), and paid time off.
• A Chance to Build Something Amazing: Be part of a mission-driven organization dedicated to improving lives through thoughtful planning.

This is not just a job—it’s an opportunity to improve people's lives, make some money and exploit our enormous potential.

How to Apply

• Send an email to COOJOB@cpt.law with your resume (PDF format) and the name of the last book you’ve read.
• Your resume should include the name of you last three companies, your responsibilities, the company's annual revenue when you started, and the company's annual revenue when you left.
• Your resume should also include specifics. What did you do to directly contribute to the revenue growth?

Final Note

My team has accomplished a lot, and we’re proud of the foundation we’ve built. However, I know there’s room for improvement, and I am excited to welcome the right person to take us to the next level.

If this sounds like the challenge you’ve been waiting for, I look forward to hearing from you soon.

Warm regards,
Dustin
California Probate and Trust, PC

Job Type: Full-time

Pay: $125,000.00 - $210,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Life insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

Salary : $125,000 - $210,000