Filevine

Account Executive

• Own a defined geographic territory and build a daily route plan that maximizes face-to-face time with litigation attorneys, paralegals, legal assistants, and firm administrators.
• Spend at least four days per week in the field — walking into firms, dropping by reception, scheduling lunches, and turning every visit into a relationship.
• Sell Filevine's full deposition stack: court reporting, remote depositions, and AI-powered products including Depo CoPilot.
• Drive initial customer enablement, training, and product adoption — get new firms up and running, walk them through their first depositions, and ensure they're confident with the product. (A dedicated in-house team handles full, ongoing trainings; your role is to spark and seed adoption.)
• Attend local and regional industry events: bar association meetings, CLEs, paralegal association mixers, and trial lawyer chapters. Be the visible Filevine presence in your market.
• Run disciplined prospecting: outbound calls, drop-bys, follow-ups, and a tight cadence on every account.
• Maintain accurate, up-to-date records of every visit, conversation, and opportunity in CRM (Salesforce). Forecast projected targets and deals.
• Partner closely with Operations, Scheduling, and Client Success to deliver a seamless deposition experience.

Field Sales Rep – Depositions

• Own a defined geographic territory and build a daily route plan that maximizes face-to-face time with litigation attorneys, paralegals, legal assistants, and firm administrators.
• Spend at least four days per week in the field — walking into firms, dropping by reception, scheduling lunches, and turning every visit into a relationship.
• Sell Filevine's full deposition stack: court reporting, remote depositions, and AI-powered products including Depo CoPilot.
• Drive initial customer enablement, training, and product adoption — get new firms up and running, walk them through their first depositions, and ensure they're confident with the product. (A dedicated in-house team handles full, ongoing trainings; your role is to spark and seed adoption.)
• Attend local and regional industry events: bar association meetings, CLEs, paralegal association mixers, and trial lawyer chapters. Be the visible Filevine presence in your market.
• Run disciplined prospecting: outbound calls, drop-bys, follow-ups, and a tight cadence on every account.
• Maintain accurate, up-to-date records of every visit, conversation, and opportunity in CRM (Salesforce). Forecast projected targets and deals
• Partner closely with Operations, Scheduling, and Client Success to deliver a seamless deposition experience.

Field Sales Representative – Depositions by Filevine

Field Sales Representative

Financial Planning and Analysis

• Build and maintain the pipeline-to-revenue model, tracking conversion rates by stage, segment, channel, product line, and rep — and flagging where assumptions are drifting from reality
• Partner with Marketing on lead generation channel economics (Strategic Partnerships, Outbound, Events, Paid, Inbound), including CAC by channel, win rate, ACV, and payback period
• Own bookings, ARR, and CARR forecasting across SaaS and AI product lines — including new logo, expansion, and renewal motions
• Analyze sales productivity: ramp curves, quota attainment, rep capacity, territory coverage, and the impact of routing models on win rate and cycle time
• Partner with RevOps and Customer Success on NRR, GRR, churn, and expansion analytics — including cohort-level retention and product-level net dollar retention
• Bridge bookings to billings to collections, including DSO trends, deferred revenue movement, and the cash flow implications of deal structures (multi-year, prepay, ramps)
• Support the AOP and quarterly reforecasts with bottoms-up pipeline coverage analysis and scenario modeling
• Contribute to board materials and investor updates with pipeline health, magic number, payback period, and CAC ratio analysis
• Use Snowflake and Domo to build self-serve dashboards and pull ad-hoc analyses for executive decisions

FP&A Analyst – Revenue

• Own the OPEX forecast across G&A, R&D, S&M, and Customer Success — partnering with department heads on monthly forecast updates, variance analysis, and reforecast cycles
• Build and maintain the company-wide headcount model, including hiring plans, attrition assumptions, fully-loaded cost build-ups, and ratio analysis (e.g., R&D as % of revenue, S&M efficiency)
• Lead compensation benchmarking by leveraging market data sources (Radford, Lattice) to ensure roles are competitively positioned across base, bonus, equity, and OTE
• Partner with People Ops on annual merit cycles, promotion rounds, and new-hire offer guardrails — including impact modeling on the P&L
• Analyze sales compensation plan design and accrual against quota attainment, working closely with the GTM finance lead on quota setting and plan economics
• Support board and investor reporting with workforce metrics, OPEX trend analysis, and benchmarking against SaaS/AI peers
• Build self-serve dashboards in Domo and our financial model so leaders can monitor spend and headcount in real time
• Contribute to fundraising and M&A diligence workstreams, particularly around cost structure, synergy modeling, and compensation harmonization

FP&A Analyst – OPEX & Compensation Strategy

Journalist

• Coordinate onboarding for new Digital Reporter independent contractors by tracking steps, communicating next actions, and ensuring smooth activation
• Support engagement efforts: routing communications, flagging at-risk ICs, and helping execute retention touch points
• Assist with QA workflows by reviewing reports, logging issues, and routing feedback per established standards
• Build and maintain an internal knowledge base for Digital Reporter processes, playbooks, and operational procedures
• Manage routine Slack and email communication with Digital Reporter's on operational matters
• Identify gaps in existing documentation and help with closing them

Field Sales Rep – Depositions

Field Sales Rep – Depositions

Field Sales Representative – Depositions by Filevine

Field Sales Representative

FP&A Analyst – Revenue

FP&A Analyst – OPEX & Compensation Strategy

Digital Reporter Coordinator