Sales 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:

  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.