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.