Customer Operations Specialist

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

Experience

Cool Company Benefits :

Privacy Policy Notice

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

PI5b39a714b008-30511-38389054