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.
Job Summary:
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.
Responsibilities
- 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.
Qualifications
- 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.
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
- Ergonomic and height-adjustable workstations for onsite employees
- Opportunity to learn from a dedicated leadership team
- Centrally located open office building in Sugar House
- Top-of-the-line company swag
Privacy Policy Notice
Filevine will handle your personal information according to what’s outlined in our Privacy Policy.
Top Skills
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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