Sales Operations Analyst

Filevine; Salt Lake City (UT); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, & Vision Insurance

Competitive pay

Maternity & paternity leave

Short & long-term disability

Learning opportunities from leadership

Company swag

Job summary

Filevine is seeking a dynamic Sales Operations Analyst to support the sales organization by analyzing data, optimizing processes, and driving strategic initiatives. You will collaborate with sales leadership, marketing, and cross-functional teams to ensure operations run smoothly and effectively.

Responsibilities include data analysis, CRM maintenance, dashboard creation, forecasting, territory planning, and onboarding teammates. Remote or hybrid in Salt Lake City or other locations.

Qualifications

• Bachelor's degree in Business, Economics, Data Analytics, or related field.
• 2+ years in sales operations or analytics, preferably in SaaS.
• Experience with Salesforce and data visualization tools.
• Strong analytical, organizational, and communication skills.

Responsibilities

• Analyze and interpret sales data to identify trends and growth opportunities.
• Design scalable sales processes, workflows, and tools to improve efficiency.
• Maintain and enhance Salesforce and ensure data accuracy.
• Create dashboards and reports for sales leadership to drive decisions.
• Collaborate with marketing and sales to align strategies and campaigns.
• Support forecasting and pipeline management with timely reporting.
• Onboard and train new sales team members on systems and processes.
• Identify best practices to continuously improve sales operations.
• Assist with territory planning and lead distribution.
• Support quota management and monitoring of sales performance.

Skills

Sales operations experience

Analytical skills

Cross-functional collaboration

Education

Bachelor's degree in Business, Economics, Data Analytics, or related field

Tools

Salesforce

Domo

Tableau

Power BI

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.

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.
• Strong analytical skills with the ability to translate data into actionable insights.
• Excellent organizational and project management skills.
• Strong interpersonal and communication skills for cross-functional collaboration.
• Familiarity with sales processes, pipeline management, and forecasting methodologies.

Work Location Expectation: Remote or option to be hybrid/in-office in one the following locations: San Francisco, New York, Chicago, or Salt Lake City

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

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Communication about this opportunity, or any open role at Filevine, will only come from representatives with email addresses using "filevine.com". Other addresses reaching out are not affiliated with Filevine and should not be responded to.

Filevine is an Equal Opportunity Employer. Qualifications for employment, promotion and other terms and conditions of employment are based upon the ability to perform the job. Equal-employment opportunities are provided to all applicants and employees without regard to race, creed, religion, color, age, national origin, sex, disability, veteran status, or other legally protected class. Filevine is committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or accommodation due to disability, or if you have concerns related to Filevine's equal employment opportunities, you may contact us at [e-mail]