Key Responsibilities:
- Reporting & Billing Operations - Execute enterprise monthly reporting for key client accounts. Manage enterprise monthly billing processes, including troubleshooting data with engineering and modifying processes based on enterprise requirements. Oversee the transition of billing tools and processes for major clients.
- Business Intelligence & Data Analysis - Develop and maintain business intelligence dashboards in DOMO for high-level analytics. Utilize Metabase for near real-time monitoring, scrappy queries, and operational dashboards. Perform ad-hoc analysis to support Revenue Operations, Product, and Marketing teams using product usage data.
- Workflow Automation & Process Enhancement - Build and maintain automated workflows and notifications using Retool and Zapier (e.g., Missing Notice Workflow, Event Notifications).Develop and maintain internal applications such as the Services Summary Generator. Manage list building and data synchronization between Salesforce and application data.
- Data Engineering & Management - Lead DBT development and maintenance, organizing and processing raw application data into BI-ready formats.Execute Sendgrid single sends for business communication to existing customers.
Skills & Qualifications:
- SQL: Expert level proficiency required (Critical).
- Business Intelligence (BI): Strong experience with platforms like DOMO and Metabase.
- Low-Code Automation: Proven experience with tools such as Retool and Zapier.
- Data Build Tool (DBT): Experience with DBT for data transformation.
- Salesforce: Working knowledge of Salesforce for data integration and list building.
- Marketing Tools: Familiarity with tools like SendGrid is a plus.
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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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