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Filevine is a top-rated cloud-based case management solution for small and midsize legal firms and legal professionals.
The Role
The Junior Salesforce Administrator manages Salesforce configuration, assists with user management, data maintenance, reporting, and collaborates with teams for system enhancements.
Summary Generated by Built In
Filevine is a Legal AI company delivering Legal Operating Intelligence for the future of legal work. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform—where modern legal work happens with clarity and consistency.
Powered by LOIS, the Legal Operating Intelligence System, Filevine connects context across every matter to transform legal operations from reactive to proactive. LOIS reads, understands, and reasons across your data to surface insight, automate complexity, and give professionals the clarity and confidence to see more, know more, and do more. Fueled by a team of exceptional collaborators and innovators, Filevine’s rapid growth has earned AI awards and recognition from Deloitte and Inc. as one of the most innovative and fastest-growing technology companies in the country.
Job Summary
The Junior Salesforce Administrator at Filevine supports the ongoing configuration, optimization, and maintenance of our Salesforce environment. This role works closely with senior administrators, RevOps, Sales, Support, and Customer Success teams to ensure Salesforce is accurate, efficient, and aligned with Filevine’s operational needs. The ideal candidate is detail-oriented, eager to learn, and motivated to grow into a more advanced Salesforce or RevOps function over time.
Key Responsibilites
- Assist with day-to-day Salesforce system administration, including:
- User management (creation, deactivation, permissions, roles, profiles)
- Data maintenance (imports, updates, data hygiene, deduplication)
- Basic configuration (fields, page layouts, list views, queues)
- Support the documentation and execution of routine audits and data quality checks.
- Monitor system performance and escalate issues appropriately.
- Build and modify automations using Flows, validation rules, and formulas under guidance from senior team members.
- Help maintain documentation of business processes, data models, and configuration changes.
- Support cross-functional teams by creating and updating reports, dashboards, and views to enable data-driven decision making.
- Partner with Sales, Marketing, Support, and Customer Success stakeholders to gather requirements for enhancements or fixes.
- Assist internal users by troubleshooting issues, answering Salesforce questions, and providing basic training or resource guides.
- Collaborate with RevOps and IT to ensure alignment on systems, data structures, and integrations.
- Participate in Salesforce enhancement projects such as:
- Supporting integrations with tools like HubSpot, Gong, Outreach, or Filevine’s internal systems
- Help test new features, UAT scenarios, and release changes.
Qualifications
- 1–2 years of Salesforce experience (internship, admin support role, or relevant coursework).
- Foundational understanding of Salesforce objects, fields, security, and reporting.
- Strong attention to detail and comfort working with data.
- Desire to grow into a more advanced Salesforce Admin or RevOps role.
- Excellent communication and documentation skills.
- Ability to learn quickly and take direction from senior administrators.
- Salesforce Administrator Certification or progress toward it.
- Experience with Salesforce Flow Builder.
- Familiarity with RevOps tools
Key Competencies
- Problem-Solving: Able to break down issues and evaluate root causes.
- Curiosity & Learning Mindset: Actively looks for more efficient ways to support users and systems.
- Analytical Thinking: Capability to interpret data and identify inconsistencies.
- Collaboration: Comfortable working closely with multiple business units.
- Organization: Able to manage multiple small requests and prioritize effectively.
Filevine is an Equal Opportunity Employer. Qualifications for employment, promotion and other terms and conditions of employment are based upon the ability to perform the job. Equal-employment opportunities are provided to all applicants and employees without regard to race, creed, religion, color, age, national origin, sex, disability, veteran status, or other legally protected class. Filevine is committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or accommodation due to disability, or if you have concerns related to Filevine’s equal employment opportunities, you may contact us at [email protected]
Cool Company Benefits:
- A dynamic, rapidly growing company, focused on helping organizations thrive
- Medical, Dental, & Vision Insurance (for full-time employees)
- Competitive & Fair Pay
- Maternity & paternity leave (for full-time employees)
- Short & long-term disability
- Opportunity to learn from a dedicated leadership team
- Top-of-the-line company swag
Privacy Policy Notice
Filevine will handle your personal information according to what’s outlined in our Privacy Policy.
Communication about this opportunity, or any open role at Filevine, will only come from representatives with email addresses using "filevine.com". Other addresses reaching out are not affiliated with Filevine and should not be responded to.
Top Skills
Gong
Hubspot
Outreach
Salesforce
Salesforce Flow Builder
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The Company
What We Do
Filevine is case management software built for and inspired by real attorneys. As a fully-featured suite of tools, it comes ready to manage every part of a moving case. Assign tasks, upload files or images, monitor staff productivity, and communicate with your client directly from within their case file.
Our software is built on the truth that every law firm functions differently. That’s why Filevine is so customizable. Build new case-type templates, design automatic workflows, and receive customized reports on a schedule that fits your needs.
Accessing your information is never a problem, because Filevine is hosted on The Cloud. To ensure security, your law firm’s data is protected through state-of-the-art encryption on redundant servers. All you need to get started is an internet connection and your favorite web browser.
Learn more at filevine.com.
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