---
title: 'Customer Success Associate at Filevine'
canonical: 'https://feeny.ai/job/customer-success-associate-filevine-united-states-px6ghxxqabp7'
type: 'job'
last_seen: '2026-10-15'
---

# Customer Success Associate at Filevine

- **Company:** Filevine
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-08
- **Last confirmed live:** 2026-10-15
- **Apply:** https://jobs.lever.co/filevine/0bf3dc09-2254-43a6-9c0a-e914ec722c1a

## 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.

What You'll Own:

Customer Retention & Adoption

- Support customers throughout their lifecycle to ensure continued usage and long-term success with Depositions by Filevine

- Monitor customer health metrics and usage trends to identify risks, opportunities, and expansion signals

- Assist in forecasting retention and growth through accurate health scoring and reporting

Customer Insights & Reporting

- Prepare and support business reviews by gathering usage data, outcomes, and operational insights

- Create and maintain enterprise-level reporting to help customers understand value and ROI

- Surface customer feedback and trends to internal teams to inform product improvements

Go-to-Market & Cross-Functional Support

- Partner with Sales, Implementation, and Marketing teams to support go-to-market initiatives and customer handoffs

- Assist with expansion motions and customer advocacy efforts

- Help ensure a seamless customer experience across the post-sale journey

Customer Education & Enablement

- Support customer education through training materials, documentation, and best-practice resources

- Assist in onboarding reinforcement, feature adoption campaigns, and ongoing enablement initiatives

- Help customers understand and adopt new features and enhancements

Who You Are:

- 3-5 years of experience in Customer Success, Account Management, or a related client-facing role

- Strong communication skills with the ability to explain concepts clearly and empathetically

- Ability to occasionally travel to meet customers for sales/implementation meetings and conferences

- Data-driven mindset with comfort interpreting usage metrics and health indicators

- Highly organized and able to manage multiple customer initiatives simultaneously

- Collaborative and proactive, with a strong sense of ownership and accountability

- Experience in SaaS, legal tech, or B2B software is a plus

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

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.

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 legal@filevine.com

## About Filevine

## Company Overview
- **One-liner**: Filevine is an AI-powered legal practice management platform that provides law firms with case management, document handling, workflow automation, and business analytics.
- **Entity Type**: Private (Series D, $1.2B total funding)
- **Headquarters**: Salt Lake City, Utah, United States (with additional office in Chicago)
- **Founded**: 2015
- **Founders**: Co-founders (names not publicly disclosed) – originally started a law firm and built the software to solve their own workflow needs.

## Core Business
- **Primary industry/industries**: Legal Technology, Artificial Intelligence
- **Target customers**: Law firms of all sizes – from solo practitioners to large multi-office firms (B2B, SMB to Enterprise)
- **Mission or purpose statement**: “Build a future where the intersection of legal work and business is made seamless, transparent, and effortless for legal professionals and the people that depend on them.”

## Products & Services
- **Filevine Platform**: A cloud-based legal case management system that includes:
  - Case management & task tracking
  - Document management & file sharing
  - Client communication portal
  - Timekeeping, billing & payments
  - Workflow automation & custom templates
  - Business analytics & reporting
  - AI-powered chat interface (“chat directly with your case”)
- **Type**: SaaS (Software-as-a-Service)

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Annual Revenue ~$28.7M (latest fiscal year); Total Funding $1.24B
- **Notable Investors/Partners**: StepStone Group (led Series D), with participation from other investors; 15 funding rounds including seed, venture, debt, and secondary market.
- **Growth Signals**:
  - Named to Inc. 5000, Deloitte Technology Fast 500, and Utah Business Fast 50 in 2024.
  - Headcount grew ~50% year-over-year (730 employees on LinkedIn; company website states “over 850”).
  - Over 6,500 clients and 125,000+ users.
  - Expanding AI capabilities with dedicated VP of Machine Learning & AI.

## Competitive Advantages
- **Built by attorneys for attorneys**: The platform was originally created by practicing lawyers, giving it deep domain-specific workflow understanding.
- **Highly customizable**: Firms can create case-type templates, automated workflows, and custom reports to match their existing processes.
- **AI moat**: Rich dataset from years of legal case data enables advanced AI features (e.g., natural language queries on case files).
- **All-in-one platform**: Replaces the need to patch together multiple separate systems for document management, billing, client communication, etc.

## Strategic Focus
- **AI innovation**: Deep investment in machine learning and AI (VP of ML & AI, dedicated AI Tech Lead) to embed intelligence across the platform.
- **International expansion**: Workforce distributed across 8 countries (US, Czechia, Slovakia, Japan, Taiwan, Canada, Philippines, UK).
- **Enterprise growth**: Hiring for strategic enterprise account executives and forward-deployed engineers, signaling push into larger law firms.

## Why Work Here
- **Culture highlights**:
  - Employee resource groups: Women of Filevine, LGBTQIA+, Diversity Matters.
  - Emphasis on inclusion, empowerment, and making an impact from Day 1.
  - Collaborative environment with cross-team interaction (sales, implementation, engineering).
- **Remote/hybrid/office policy**: Primarily on-site at Salt Lake City HQ (Sugar House area) and Chicago office, but some remote flexibility is evident (employee quote mentions working remotely).
- **Notable perks**:
  - Medical, dental, and vision insurance
  - Competitive pay with 401(k)
  - Generous parental leave (maternity & paternity)
  - Short- and long-term disability
  - Pet-friendly office, free snacks and drinks
  - Career development tracks, job training, and conference attendance
  - Company swag

## Sources
1. [filevine.com/jobs](https://www.filevine.com/jobs/)
2. [filevine.com/about](https://www.filevine.com/about/)
3. [linkedin.com/company/filevine](https://linkedin.com/company/filevine)
4. [cbinsights.com/company/filevine](https://www.cbinsights.com/company/filevine)
5. [builtin.com/company/filevine](https://builtin.com/company/filevine)

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