Revenue Operations Analyst

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

The Revenue Operations Analyst at Filevine is a key driver of operational excellence across the entire customer lifecycle. This role goes beyond system administration to ensure our "Lead-to-Revenue" process is seamless, measurable, and scalable. You will support the user management, configuration and optimization of our tech stack (centered on Salesforce) while partnering with Sales, Marketing, Support and Customer Success. The ideal candidate is detail-oriented, eager to learn, and motivated to grow into a more advanced RevOps or Salesforce function over time.

Key Responsibilities

• Partner with RevOps leadership to identify bottlenecks in the sales funnel and implement automated solutions to increase velocity.

• Manage day-to-day operations, including user permissions, data hygiene, and deduplication. Day-to-day tasks may include:

• Assist internal users by troubleshooting issues, answering Salesforce questions, and providing basic training or resource guides

• User setup or deactivation, permissions troubleshooting

• Data maintenance (imports, updates, data hygiene, deduplication)

• Basic configuration (fields, page layouts, list views, queues)

• Build and modify automations using Flows, validation rules, and formulas under guidance from senior team members

• Help test new features, UAT scenarios, and release changes

• Support integrations between Salesforce and our broader ecosystem (HubSpot, Gong, Outreach, and internal Filevine systems).

• Participate in RevOps initiatives, such as lead routing logic updates, and annual planning support.

• Help maintain documentation of business processes, data models, and configuration changes

• Support cross-functional teams by creating and updating reports, dashboards, and views to enable data-driven decision making

• Partner with Sales, Marketing, Support and Customer Success stakeholders to gather requirements for enhancements or fixes

• Collaborate with IT to ensure alignment on systems, data structures and integrations

Qualifications

• 1–2 years in a RevOps, Sales Ops, or Salesforce-centric role

• Strong proficiency in Excel/Google Sheets (pivot tables, VLOOKUPs, data cleaning)

• Familiarity with RevOps tools and broader SaaS tech stack

• Foundational understanding of Salesforce objects, fields, security, and reporting

• Ability to translate technical requirements into "plain English" for stakeholders

• Strong attention to detail and comfort working with data

• Desire to grow into a more advanced RevOps or Salesforce Admin role

• Ability to learn quickly and take direction from senior team members

Key Competencies

• Systems Thinking: You don’t just fix a bug; you look at how the fix impacts the entire revenue funnel.

• Analytical Thinking: You have a "detective" mindset when it comes to data—you enjoy finding the "why" behind the numbers.

• Adaptability: You thrive in a fast-paced environment where priorities can shift based on market needs.

• Empathy: You design processes with the end-user (the Sales Rep or CSM) in mind, ensuring tools make their jobs easier, not harder.