Expert Team, Solutions

Filevine; Salt Lake City (UT); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Competitive pay

Maternity & paternity leave

Short & long-term disability

Leadership development

Job summary

Filevine, a Legal AI company, seeks an Expert Team, Solutions Specialist to determine the best solution for a customer when what they need isn’t available out of the box. Backstop configurations and native capabilities are used, while avoiding unnecessary workarounds; comprehensive product knowledge across the Filevine family of products is required.

You will lead remediation efforts, document approaches, and share best practices with other teams, traveling occasionally as needed to support

Qualifications

• Bachelor's degree required and digital transformation experience with core systems-of-record such as ERP, CRM, case management, or business intelligence.
• 2+ years Excel/SQL/API or equivalent experience and 2+ years Low-code / Declarative development experience.
• Assertive communicator with the ability to provide recommendations and instill confidence.
• Curious, creative thinker able to diagnose root causes of customer priorities.
• Fast learner, self-motivated, and able to drive change at a fast-growing company.

Responsibilities

• Play a lead role in issue remediation and take accountability for assigned issues.
• Create approaches that best solve a customer request using native capability or out-of-the-box thinking.
• Memorialize findings and present them to the Solutions slice and Expert teams.
• Develop portable content (articles, videos, builds) and explain to customers in simple terms.
• Provide remediation case studies and approaches to other groups (Partners, Sales Engineering, Marketing).
• Maintain comprehensive product knowledge across the Filevine family of products.
• Support other expert teams and roles as needed.
• Occasional travel, as necessary.

Skills

Excel

SQL

API

Low-code / Declarative development

Communication

Problem solving

Project management

Fast learner

Change driver

Leadership

Education

Bachelor's degree

Tools

ERP systems

CRM systems

BI tools

Job description

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.

About Filevine

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 Expert Team department is home to product experts with deep technical understanding across a range of specialized expertise. The department is focused on critical initiatives including customer support, escalated technical problem-solving, customer education, and partner enablement.

Job Summary

The Expert Team, Solutions Specialist is responsible for determining the best solution for a customer trying to accomplish an outcome that is not available out of the box. “That is not possible” is never the answer. Backstop solutions, provisional configurations, and out-of-the-box thinking are part of the job. The main expectation of this role is to create approaches that have not been used in the past; however, workarounds should not be favored when there is native capability inside of the app. Comprehensive product knowledge across the Filevine family of products is a requirement.

Responsibilities:

• Play a lead role in issue remediation and convey unyielding accountability for assigned issues
• Create approaches that will best solution a customer’s request, using both native capability and out of the box thinking, to resolve the root need
• Memorialize findings, share, and present to the larger Solutions slice and Expert teams
• Create portable content regarding those approaches and configurations which mature into best practices (articles, videos, example builds) and relay to customers in laymen’s terms
• Supply remediation case studies and approaches to other groups that may benefit: Partners, Sales Engineering, Marketing, etc
• Maintain comprehensive product knowledge across the Filevine family of products
• Support other expert teams and expert roles as needed
• Occasional travel, as necessary

Qualifications:

• Bachelor's degree
• Digital transformation experience with core systems-of-record such as ERP, CRM, case management, or business intelligence
• 2+ years of Excel/SQL/API or equivalent experience
• 2+ years Low-code / Declarative development experience or equivalent experience
• Assertive communicator that can provide recommendations and instill confidence
• Exceptional curiosity and creative thinking abilities to solution the root cause of a customer’s priorities
• Quick learner of new technologies, self-motivated
• Driver of change for more impactful solutions and customer outcomes at a fast growing company
• Ability to lead critical conversations
• Organized, detail oriented, and timeline driven
• Ability to independently manage competing customer priorities and initiatives with limited structure

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 disabilityi>
• Opportunity to learn from a dedicated leadership team
• Top-of-the-line company swag

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