Best suited to candidates with CRM and data visualization experience working in the SaaS or software industry, who can thrive in a collaborative environment and support sales teams with process optimization and strategic alignment.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Filevine via Lever
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.
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.
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 legal@filevine.com
Source: Filevine careers (Lever)