Filevine is a top-rated cloud-based case management solution for small and midsize legal firms and legal professionals.
The Role
Analyzes sales data, builds reports and dashboards, improves sales processes and workflows, maintains CRM data, supports forecasting and pipeline management, and assists with territory, lead distribution, quota management, onboarding, and policy compliance. The role partners with sales and marketing teams to improve operational efficiency and enable data-driven decisions.
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.
We are seeking a dynamic and detail-oriented Sales Operations Analyst to join our team. In this role, you will play a pivotal part in enabling our sales organization to achieve its goals by analyzing data, optimizing processes, and supporting strategic initiatives. You will collaborate closely with sales leadership, marketing, and other cross-functional teams to ensure our sales operations run smoothly and effectively.
What You'll Do:
- Analyze and interpret sales data to identify trends, insights, and opportunities for growth.
- Design and implement scalable sales processes, workflows, and tools to improve efficiency and effectiveness.
- Maintain and enhance CRM systems (e.g., Salesforce) to ensure data accuracy and reliability.
- Create and deliver reports and dashboards for sales leadership to track performance and make data-driven decisions.
- Collaborate with marketing and sales teams to align strategies and track the success of campaigns.
- Support sales forecasting and pipeline management to ensure accurate and timely reporting.
- Onboard and train new sales team members on systems and processes.
- Identify and implement best practices to drive continuous improvement in sales operations.
- Assist with territory planning, allocation and management.
- Oversee lead distribution processes to ensure fair distribution of opportunities.
- Support quota management to align with company objectives and monitor sales performance.
- Audit and assist in enforcement of rules of engagement and other Sales policies.
What You'll Need:
- Bachelor’s degree in Business, Economics, Data Analytics, or a related field preferred.
- 2+ years of experience in sales operations, business analytics, or a similar role (experience in SaaS or software industry preferred).
- Experience with CRM tools such as Salesforce and data visualization tools- Domo, Tableau or Power BI.
- Strong analytical skills with the ability to translate data into actionable insights.
- Excellent organizational and project management skills.
- Strong interpersonal and communication skills for cross-functional collaboration.
- Familiarity with sales processes, pipeline management, and forecasting methodologies.
Work Location Expectation: Remote or option to be hybrid/in-office in one the following locations: San Francisco, New York, Chicago, or Salt Lake City
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.
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]
Skills Required
- Bachelor's degree in Business, Economics, Data Analytics, or a related field
- 2+ years of experience in sales operations, business analytics, or a similar role
- Experience in SaaS or the software industry
- Experience with CRM tools such as Salesforce
- Experience with data visualization tools such as Domo, Tableau, or Power BI
- Strong analytical skills and ability to translate data into actionable insights
- Excellent organizational and project management skills
- Strong interpersonal and communication skills for cross-functional collaboration
- Familiarity with sales processes, pipeline management, and forecasting methodologies
Filevine Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Filevine and has not been reviewed or approved by Filevine.
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Healthcare Strength — Health, dental, and vision coverage plus disability insurance and parental leave are presented as part of the core package, indicating a solid baseline. Feedback suggests these offerings contribute to a perception of comprehensive foundational benefits.
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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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