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Customer Operations Specialist at Filevine

Filevine · Salt Lake City, United States Of America · Onsite

Microsoft Excel

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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.

Department:
The revenue operations department is responsible for the strategic alignment of sales, marketing, finance and customer success through shared processes, data, and technology to drive predictable revenue growth and operational efficiency.  Acting as intermediaries between Filevine’s go-to-market teams, Revenue Operations helps propel the business strategy and alignment.    

Job Summary:
The Customer Operations Analyst is a newly carved-out role within our Revenue Operations organization. This role plays a critical part in supporting the integrity and efficiency of our customer data, while helping ensure customer contracts align with actual usage. This individual will collaborate closely with peers in Sales Operations and other cross-functional teams to maintain clean, accurate, and actionable data that directly supports revenue growth and data integrity.  


Responsibilities
  • Audit Customer Usage: Monitor and review customer activity to ensure contract totals are aligned with usage, flagging and completing adjustments when customers exceed their limits.
  • Data Integrity & Enrichment: Regularly audit customer records, identify gaps or inconsistencies, and enrich datasets to maintain accuracy and completeness.
  • List Management: Scrub, clean, and maintain marketing and operational lists to ensure compliance and data quality.
  • Customer Information Audits: Conduct routine reviews of customer accounts and records to ensure alignment across systems and teams.
  • Cross-Functional Support: Partner with the sales and account solutions management teams to review and increase customer usage limits across various platforms/products.
  • Reporting: Provide insights and summaries of audit findings, highlighting trends or anomalies that may require further action.


    • Core Skills & Competencies
  • Analytical Ability: Strong critical thinking skills with the ability to interpret various data points, identify trends, and translate insights into clear, actionable recommendations.
  • Communication Skills: Excellent verbal and written communication skills; able to present findings and recommendations in a clear and persuasive manner to both technical and non-technical stakeholders.
  • Collaboration & Teamwork: Proven ability to work effectively across teams (Sales, Customer Success, Finance, Operations) in a fast-paced, high-growth environment.
  • Business Acumen: Understanding of SaaS business models, customer lifecycle dynamics, and the impact of data integrity and usage on revenue (beneficial but not mandatory)
  • Attention to Detail: High level of accuracy in reviewing contracts, usage reports, and customer records.
  • High Intellectual Curiosity: Naturally curious, eager to dig into data, ask “why,” and challenge assumptions.


    • Experience
  • Bachelor’s degree in Business, Economics, Data Analytics, Finance, or a related field (or equivalent practical experience).
  • 0–2 years of relevant experience in Sales Operations, Revenue Operations, Business/Customer Analytics, Customer Success, or related roles (internships and academic experience count).
  • Strong proficiency with Excel/Google Sheets (pivot tables, lookups, data cleaning)
  • Experience in Salesforce is a plus.
  • Prior experience in SaaS or technology companies is a plus.
  • Exposure to quota-carrying, renewals, or expansion-related responsibilities is beneficial but not mandatory.


    • 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
    - Centrally located open office building in Sugar House (onsite employees)
    - Top-of-the-line company swag

    Privacy Policy Notice
    Filevine will handle your personal information according to what’s outlined in our Privacy Policy.
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