Filevine

Chief Technology Officer

• Serve as trusted right hand, decision-maker, and primary administrative operator for the CTO
• Provide targeted operational and calendar support for senior R&D leaders, including VPs, EVPs, and Chief Architect
• Master complex, high-context calendar management for the CTO
• Coordinate agendas, notes, action items, and follow-through for leadership meetings
• Synthesize background details into executive 1:1 meeting descriptions
• Manage the CTO's travel bookings, itineraries, and preferences via Navan
• Process receipts and expense reports in Ramp and ensure policy compliance
• Track annual training allocations and per-person travel budgets
• Maintain offsite Budget vs. Actual trackers
• Coordinate weekly Friday Demo Day and maintain rotation calendars
• Administer internal recognition programs, including submissions, voting, and rewards
• Coordinate conference and leadership offsite logistics, attendee tracking, team mapping, badges, and vendor payments
• Administer Google Drive and Outlook groups
• Execute new-hire onboarding access workflows and quarterly access audits across Slack, Google, and Exchange
• Act as a cross-functional operational connector across Technology for a roughly 350-person R&D organization spanning Engineering and Product
• Coordinate projects, track budgets, solve problems proactively, and build relationships across the company

Executive Assistant – Chief Technology Officer

Outside Sales

• Build the sales playbook for Filevine’s new field-sales motion.
• Own a defined geographic territory and create daily route plans maximizing face-to-face time with legal professionals.
• Spend at least four days per week in the field visiting law firms, dropping by reception, scheduling lunches, and developing relationships.
• Build relationships with paralegals and legal staff and progress conversations to managing partners and firm administrators.
• Sell Filevine’s deposition stack, including court reporting, remote depositions, and AI-powered products such as Depo CoPilot.
• Drive initial customer enablement, training, and product adoption.
• Attend bar association meetings, CLEs, paralegal association mixers, trial lawyer chapters, and other industry events.
• Execute outbound calls, drop-bys, follow-ups, and account cadences.
• Maintain accurate CRM records in Salesforce and forecast targets and deals.
• Partner with Operations, Scheduling, and Client Success to deliver a seamless deposition experience.

Outside Sales Representative

• Build and document a repeatable field-sales playbook for Filevine Depositions
• Own a defined geographic territory covering New York and New Jersey
• Create daily route plans maximizing face-to-face time with litigation attorneys, paralegals, legal assistants, and firm administrators
• Spend at least four days per week in the field visiting law firms and developing relationships
• Build relationships with legal staff and managing partners who influence or approve deals
• Sell court reporting, remote depositions, and AI-powered products including Depo CoPilot
• Drive initial customer enablement, training, and product adoption
• Attend bar association meetings, CLEs, paralegal association mixers, and trial lawyer events
• Conduct outbound calls, drop-bys, follow-ups, and account prospecting
• Maintain visit, conversation, and opportunity records in Salesforce CRM
• Forecast projected targets and deals
• Partner with Operations, Scheduling, and Client Success to deliver a seamless deposition experience
• Travel regularly throughout New York and New Jersey

• Build the sales playbook as the first representative in the territory
• Own a defined geographic territory and create daily route plans
• Spend at least four days per week in the field visiting law firms and building relationships
• Develop relationships with paralegals, legal assistants, firm administrators, and managing partners
• Sell Filevine's court reporting, remote deposition, and AI-powered deposition products, including Depo CoPilot
• Drive initial customer enablement, training, and product adoption
• Attend bar association meetings, CLEs, paralegal association mixers, and trial lawyer chapter events
• Conduct outbound calls, drop-bys, follow-ups, and account prospecting
• Maintain CRM records in Salesforce and forecast targets and deals
• Partner with Operations, Scheduling, and Client Success to deliver a seamless deposition experience

• Build and document the field-sales playbook for Filevine's new territory-based sales motion
• Own a defined geographic territory and create daily route plans
• Conduct face-to-face prospecting with litigation attorneys, paralegals, legal assistants, and firm administrators
• Build relationships with legal staff and managing partners to generate business
• Sell Filevine's deposition services, including court reporting, remote depositions, and AI-powered products such as Depo CoPilot
• Drive initial customer enablement, training, and product adoption
• Attend bar association meetings, CLEs, paralegal association mixers, and trial lawyer chapter events
• Execute outbound calls, drop-bys, follow-ups, and account cadences
• Maintain accurate visit, conversation, and opportunity records in Salesforce CRM
• Forecast projected targets and deals
• Partner with Operations, Scheduling, and Client Success to deliver a seamless deposition experience

• Build the sales playbook as the first representative in the territory by testing, documenting, and shaping scalable sales methods
• Own a defined geographic territory and create daily route plans maximizing face-to-face time with legal professionals
• Spend at least four days per week in the field conducting visits, scheduling lunches, and building relationships
• Develop relationships with paralegals and legal staff and progress conversations to managing partners and firm administrators
• Sell Filevine's deposition stack, including court reporting, remote depositions, and AI-powered products such as Depo CoPilot
• Drive initial customer enablement, training, and product adoption
• Attend local and regional industry events and represent Filevine in the market
• Conduct outbound calls, drop-bys, follow-ups, and account prospecting
• Maintain CRM records in Salesforce and forecast targets and deals
• Partner with Operations, Scheduling, and Client Success to deliver a seamless deposition experience

Product Marketing

• Own messaging and positioning for individual products within the portfolio
• Author product content, customer presentations, pitch decks, feature blogs, and value-proposition briefs
• Translate complex AI architectures and LLM capabilities into intuitive customer-facing collateral
• Build high-quality assets rapidly to match product engineering velocity
• Partner with Product Management, Sales, and Marketing on go-to-market strategies and milestones
• Develop and activate core use-case messaging for solo practitioners through enterprise legal teams
• Conduct competitive research and build, update, and deploy actionable battlecards and win/loss insights
• Support training programs for Sales, Product Management, and Partner teams
• Track competitive and analyst environments to support briefings and reports
• Own win/loss practice and turn findings into positioning changes
• Translate product roadmaps into go-to-market strategies

Executive Assistant – Chief Technology Officer

Outside Sales Representative

Outside Sales Representative

Outside Sales Representative

Outside Sales Representative

Outside Sales Representative

Product Marketing Manager