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Expert Team, Solutions

Filevine · filevine.com
Salt Lake CityOn-siteSenior2+ yrs
Apply on Filevine’s site

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Client Success Manager - 3 Year Fixed Term
Salt Lake City · found 16 h ago

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The job in short

Solutions specialist designing custom configurations for customer problems in legal software.

MarketingCustomer supportExcelSQLLegal

Details

Found
25 d ago · posted 2025-09-03
Location as listed
Salt Lake City, Utah
Role
Customer Success
Source
The company’s own careers site

Full 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. \n 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: • 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 In addition to the qualifications listed above, we expect that our team members have the following: • Proven ability to maintain focus, productivity, and composure in high-stress, fast-paced in-person environments. • Must be able to work in office 5 days a week in our Sugarhouse, UT location • Highly adaptable to working in open-office layouts while staying focused and respectful of colleagues. • Skilled at handling high-priority Zoom calls with upset customers on short notice, using empathy and composure to resolve complex issues. \n Work Location Expectation: Most roles for candidates in or near these metro areas (San Francisco, Salt Lake City, Chicago, or New York) are fully onsite. Some roles offer a hybrid schedule of 2–3 days in-office per week 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 Privacy Policy Notice Filevine will handle your personal information according to what’s outlined in our Privacy Policy. 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.

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