Filevine is a top-rated cloud-based case management solution for small and midsize legal firms and legal professionals.
The Role
Own and execute sales performance reporting and pipeline/forecast analytics for SaaS KPIs. Design and maintain BI dashboards (DOMO preferred), automate data feeds and alerts, troubleshoot data discrepancies, perform ad-hoc analyses, and present actionable insights to sales leadership and executives to optimize pipeline, forecasting, and rep performance.
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.
Role Summary:
The Sales Analyst will be responsible for driving sales intelligence and performance visibility across the sales organization. This role involves analyzing and reporting on SaaS sales KPIs, pipeline health, and rep performance. The ideal candidate brings a solid understanding of SaaS sales metrics and modern dashboarding best practices, and is eager to grow into a senior analytics role by learning the full depth of our business — from pipeline generation through closed-won and beyond.
This role will report directly to the Director of Data Analytics, but will primarily focus on the needs of the SVP of Revenue Operations. The ideal candidate will come in with a strong knowledge of SaaS metrics and will be self-sufficient and independently research our data to give recommendations, analysis, and findings directly to executive leadership.
Responsibilities:
- Sales Performance Reporting — Own and execute reporting for core SaaS sales KPIs including quota attainment, win/loss rates, average deal size, sales cycle length, pipeline coverage, forecast accuracy, and rep productivity. Partner with Sales Leadership and Revenue Operations to troubleshoot data discrepancies and evolve reporting as business needs shift.
- Business Intelligence & Dashboarding — Perform ad-hoc analyses to support Sales Leadership and Revenue Operations teams. Translate complex data into clear, compelling visual stories that drive decision-making. Design, develop, and maintain sales performance dashboards in DOMO, applying strong dashboarding principles (clear hierarchy, actionable metrics, appropriate drill-downs, minimal noise).
- Pipeline & Forecast Analytics — Serve as the go-to analyst for pipeline and forecast reporting — tracking stage-over-stage progression, identifying deal slippage and bottlenecks, and surfacing insights that help sales leadership optimize resource allocation and coaching efforts. Develop and maintain KPI definitions and measurement frameworks aligned to SaaS best practices.
- Workflow Automation & Data Operations — Build and maintain automated data feeds, alerts, and notification workflows within DOMO. Streamline recurring reporting processes to reduce manual effort and improve data freshness. Support DOMO administration, staying current with platform releases and capabilities.
Qualifications:
- Independent Analytics & Reporting — You must be a driven self-starter who is eager to do independent analysis and confident in reporting back to executive leadership with your findings. You will be expected to be doing analysis on your own, without prompt, and find opportunities to improve the revenue cycle on a regular basis
- Executive Communication — You should be able to concisely report back to executive leadership your own conclusions and findings from the analysis that you perform. You should understand how to present your findings with appropriate backup, without just drowning your stakeholder in charts and tables.
- SaaS Sales Metrics — Solid working knowledge of key SaaS sales KPIs: quota attainment, win rate, pipeline coverage ratios, average sales cycle, deal velocity, ARR/MRR, churn, and forecast accuracy. You should be able to speak fluently about what these mean and why they matter.
Nice To Have
- DOMO — Strong hands-on experience with DOMO is preferred. You should be comfortable building dashboards in some BI tooling, if it’s Domo that’s even better.
- Salesforce — Working knowledge of Salesforce data structures is a major plus for integration and pipeline reporting, but not required.
- SQL — Basic familiarity with SQL concepts is a plus. This role won't require query writing initially, but a foundational understanding will serve you well as you grow into more advanced analytics over time. (Think of it less as a job requirement and more as a career investment.)
Compensation Information: $100,000 - $120,000
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.
This role is designed for someone who wants to grow with the company. You'll start by owning sales analytics and progressively expand into broader business intelligence as you learn the nuances of our data, our customers, and our operations. We're looking for curiosity and ambition — not just someone who can build a dashboard, but someone who asks why the numbers look that way.
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.
Skills Required
- Independent analytics and reporting; self-starter who conducts autonomous analyses
- Executive communication: present concise findings and backup to leadership
- Solid working knowledge of SaaS sales metrics (quota attainment, win rate, pipeline coverage, ARR/MRR, churn, forecast accuracy)
- Experience designing, developing, and maintaining sales performance dashboards and BI reports
- Workflow automation and data operations experience (automating data feeds, alerts, notification workflows)
- Hands-on experience with DOMO (preferred BI tooling)
- Working knowledge of Salesforce data structures
- Basic familiarity with SQL concepts
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 coverage is described as covering the major bases (medical, dental, vision) and is often framed as decent quality. In some cases, premiums and copays are portrayed as relatively favorable, suggesting tangible value from the plans.
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Parental & Family Support — Paid parental leave is positioned as a standard, clearly offered benefit. The presence of parental leave alongside disability coverage signals baseline family-support provisions typical of growth-stage tech employers.
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Fair & Transparent Compensation — Compensation is sometimes framed as fair or reasonable relative to role expectations, with technical roles in particular appearing closer to market-aligned ranges. This creates pockets where pay is perceived as competitive even if not consistently top-of-market across the company.
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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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