RevGenius

Financial Planning and Analysis

• Serve as a strategic partner to the CEO and leadership team
• Establish and operationalize the core metrics that drive company performance
• Ensure every team understands the KPIs tied to company growth and success
• Translate company goals into measurable outcomes across business units
• Partner with functional leaders to identify opportunities to improve efficiency, performance, and growth
• Own company forecasting, financial modeling, and scenario planning
• Guide investment decisions and resource allocation
• Provide strategic recommendations to the CEO and leadership team
• Help leaders across the company align around shared metrics and priorities
• Identify operational bottlenecks and opportunities to improve business performance
• Ensure financial insights translate into actionable business decisions
• Help teams adopt a disciplined approach to performance measurement

Vice President, Finance

Solutions Engineer

• Partner with Account Executives to uncover customer needs across legal workflows such as litigation support, depositions, investigations, case preparation, and document review, and recommend technical solutions.
• Deliver engaging demos that show how our platform supports transcript management, search, collaboration, and AI-powered insights within legal case workflows.
• Lead technical onboarding sessions with new customers — from first setup to successful launch — ensuring Rev integrates seamlessly into their existing legal tech stack (e.g., case management systems, document repositories, and internal review processes).
• Ensure successful activation and early value within the first 60 days by guiding customers through tutorials, technical trainings, workflow configuration, and ongoing check-ins — particularly around how legal teams capture, analyze, and collaborate on transcripts and evidence.
• Build custom templates and workflows that help customers get more value from their data and streamline legal review and research processes.
• Collaborate with Product, Engineering, and Marketing to share feedback from legal users and help shape features that better serve the legal market.
• Create and maintain clear documentation, FAQs, and internal playbooks focused on legal use cases and best practices.
• Train internal teams (Sales, Support, etc.) on legal-specific workflows, technical features, best practices, and product updates.
• Support special projects across departments — from testing new AI features to refining onboarding processes tailored to legal teams.
• Be a friendly, reliable go-to partner for both customers and teammates.

Vice President, Finance

Solutions Engineer, Legal