Filevine is a top-rated cloud-based case management solution for small and midsize legal firms and legal professionals.
The Role
The Marketing Operations Specialist will manage automation tools, optimize workflows, improve lead management, and enhance marketing efficiency through data analysis.
Summary Generated by Built In
Filevine is forging the future of legal work with cloud-based workflow tools. We have a reputation for intuitive, streamlined technology that helps professionals manage their organization and serve their clients better. We’re also known for our team of extraordinary and passionate professionals who love working together to help organizations thrive. Our success has catapulted Filevine to the forefront of our field—we are ranked as one of the most innovative and fastest-growing technology companies in the country by both Deloitte and Inc.
Our Mission
Filevine is building the seamless intersection between legal and business by creating a world- class platform to help professionals scale.
What You'll Do
- We are seeking a highly organized and data-driven Marketing Operations Specialist to join our team. This role will be responsible for managing marketing automation systems, optimizing workflows, improving lead management, and ensuring seamless integration between marketing and sales platforms. The ideal candidate has experience with HubSpot, Salesforce, Workato, and other marketing automation tools and is passionate about enhancing marketing efficiency through data-driven decision-making.
- Key Responsibilities:
- Manage and optimize marketing automation platforms (HubSpot, Marketo, Pardot, etc.) to support lead generation, nurturing, and scoring.
- Ensure seamless integration between CRM (Salesforce), marketing automation, and other sales/marketing tools.
- Develop, implement, and troubleshoot marketing automation workflows, email campaigns, and lead nurturing sequences.
- Monitor data integrity and ensure consistency across marketing and sales platforms.
- Oversee lead scoring, routing, and assignment to ensure marketing-qualified leads (MQLs) are efficiently passed to sales teams.
- Work closely with sales & SDR teams to align lead management processes and improve pipeline efficiency.
- Ensure accurate campaign attribution tracking for better visibility into ROI.
- Track and report on campaign performance, lead conversion rates, and pipeline impact.
- Build dashboards and reports to provide visibility into marketing performance and effectiveness.
- Optimize campaign tracking (UTM parameters, tagging, CRM tracking) to ensure accurate data collection.
- Identify opportunities to improve marketing processes, campaign execution, and operational efficiencies.
- Automate repetitive marketing tasks using Workato, Zapier, or similar automation platforms.
- Maintain marketing database hygiene, including deduplication, segmentation, and compliance with data privacy regulations.
Marketing Automation & Technology Management:
Lead Management & Sales Alignment:
Marketing Analytics & Performance Tracking:
Process Optimization & Automation:
Qualifications & Skills
- Bachelor’s degree in Marketing, Business, Data Analytics, or a related field.2+ years of experience in marketing operations, demand generation, or a related role.
- Hands-on experience with HubSpot, Salesforce, Workato (or similar integration tools), and marketing automation platforms.
- Strong analytical skills with experience in Google Analytics, Excel, SQL, or BI tools.
- Familiarity with lead management processes, CRM best practices, and campaign attribution models.
- Strong problem-solving skills, with the ability to streamline workflows and improve operational efficiency.
- Excellent communication and project management skills, with a keen attention to detail.
- Experience in B2B marketing, SaaS, or enterprise sales environments.
Compensation Information: $70,000 - $95,000. The base salary range represents the low and high end of the salary range for this position. The total compensation package for this position will be determined by each individual’s location, qualifications, education, work experience, skills and performance. We believe in the importance of pay equity - the range listed is just one component of Filevine’s total compensation package for employees. This position is also eligible for a paid time off policy, as well as a comprehensive benefits package.
Top Skills
Bi Tools
Excel
Google Analytics
Hubspot
Marketo
Pardot
Salesforce
SQL
Workato
Zapier
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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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