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.
We’re looking for a Customer Operations Manager who is passionate about solving problems, creating customer value, and driving long-term product adoption. If you thrive in a fast-paced environment and love helping customers succeed, we’d love to meet you.
The Role:
The Customer Operations Manager (CSM) leads the strategy and execution of the post-sale experience for Depositions by Filevine customers. You will directly manage a team of 3–5 Customer Success Associates and 3-5 Customer Support Associates. These associates will oversee a book of ~300 customer accounts and will manage long-term adoption and live support on depositions. This role blends team leadership with hands-on customer engagement. You’ll deepen your expertise in Depositions, forecast account health, drive customer education, collaborate across GTM teams, and ensure that every customer realizes measurable value from the platform.
What You’ll Do & Manage
Customer Success & Adoption:
- Manage and align goals for CSAs who own the post-sale experience, ensuring high engagement and long-term retention.
- Become a product expert, answering functionality questions and diagnosing customer challenges.
- Analyze usage trends and recommend tailored workflows to maximize customer ROI.
Customer Education & Resources:
- Create and maintain customer-facing content such as notice templates, best practices, guides, and training materials.
- Collaborate cross-functionally to ensure education materials align with new product features and GTM efforts.
Go-to-Market Collaboration:
- Partner with Sales, Marketing, and Implementation to support product rollouts, onboarding journeys, and expansion opportunities.
- Provide ground-level customer insights that help shape Filevine’s GTM strategy.
Issue Resolution & Cross-Functional Alignment:
- Troubleshoot technical or workflow issues and route them to the correct internal teams for resolution.
- Facilitate timely internal and external communication around open issues.
- Identify fiscally responsible solutions that balance customer needs and contract terms.
Customer Support:
- Manage a team of customer support specialists who help with live deposition events.
- Help create processes that streamline and optimize support through phone, email, and chat