Filevine is a top-rated cloud-based case management solution for small and midsize legal firms and legal professionals.
The Role
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 Sr. Revenue Operations Data Analyst will be responsible for driving operational efficiency and business intelligence across the organization. This role involves managing monthly enterprise reporting and billing cycles, developing and maintaining BI dashboards, and optimizing workflows through automation tools. The ideal candidate will leverage data to support cross-functional teams including Product, Operations, and Marketing, while also leading technical initiatives in SQL and low-code environments.
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.
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.
Similar Jobs
.png)
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
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.
Gallery
