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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
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Partner with Marketing on lead generation channel economics (Strategic Partnerships, Outbound, Events, Paid, Inbound), including CAC by channel, win rate, ACV, and payback period
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Own bookings, ARR, and CARR forecasting across SaaS and AI product lines — including new logo, expansion, and renewal motions
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Analyze sales productivity: ramp curves, quota attainment, rep capacity, territory coverage, and the impact of routing models on win rate and cycle time
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Partner with RevOps and Customer Success on NRR, GRR, churn, and expansion analytics — including cohort-level retention and product-level net dollar retention
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Bridge bookings to billings to collections, including DSO trends, deferred revenue movement, and the cash flow implications of deal structures (multi-year, prepay, ramps)
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Support the AOP and quarterly reforecasts with bottoms-up pipeline coverage analysis and scenario modeling
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Contribute to board materials and investor updates with pipeline health, magic number, payback period, and CAC ratio analysis
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Use Snowflake and Domo to build self-serve dashboards and pull ad-hoc analyses for executive decisions
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3-6 years of FP&A, strategic finance, or revenue operations experience; SaaS or vertical software background strongly preferred
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Deep familiarity with GTM metrics: ARR, CARR, NRR, GRR, win rate, ACV, sales cycle, magic number, CAC ratio, payback period
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Strong SQL skills (or willingness to ramp quickly) — comfort querying Snowflake or similar warehouses to answer your own questions
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Advanced Excel and financial modeling chops; experience building pipeline-to-revenue or cohort retention models from scratch
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Comfort working cross-functionally with Sales, Marketing, RevOps, and Customer Success leaders — translating finance into their language and vice versa
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Strong written and verbal communication; able to distill complex GTM dynamics into clear narratives for executives and the board
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Bonus: experience with Salesforce, Domo, Netsuite, or legal tech / vertical SaaS
Other open roles at Filevine(6)
Filevine is a legal work platform trusted by law firms and legal teams to automate workflows, manage documents, and deliver better outcomes.
Key team members

Brandon Tidwell

Ian Koenig

Mario Hipol

Adam Stone
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