Join the Filevine Optimization Team (remote with employee ownership)

About Vineskills

Vineskills is an employee-owned team of 60+ legal tech experts focused on helping law firms get the most out of Filevine. We specialize in implementation, optimization, data migration, and workflow design, applying best practices learned from hundreds of firms. Our optimizers act as “insourced” team members for firms that need deep, dedicated expertise. Whether launching a new Filevine build or improving an existing one, we combine legal-tech know-how with white-glove service to drive operational excellence and business results. We also support connected tools like Lead Docket, QuickBooks, Domo, Filevine AI, FVDA, and Outlaw.
The Role

Vineskills Optimizers are Filevine experts who work directly with law firms to help launch, refine, and maintain a powerful Filevine system tailored to their workflows and goals. Optimizers either support firms post-go-live through ongoing optimization or lead the design, build, migration, and training for new launches. We’re hiring for both Optimization and Launch roles. While responsibilities overlap, each path has unique priorities:

Launch Optimizer Focus

You'll lead launch projects for firms and companies that just purchased Filevine, managing their journey from onboarding to go-live, starting at ~4 months (or 1-3 months for Sprint clients using our best-practice template). You’ll collaborate with data migration engineers to ensure clean, timely transfers of legacy data and affiliate product optimizers who specialize in tools like Lead Docket, Domo, and Workato.
Responsibilities include:

• Acting as the primary point of contact for new launch clients.
• Lead project kick-off, scoping, and build milestones while managing scope and timelines.
• Help clients reimagine and improve legacy workflows in Filevine, not just recreate them.
• Build templates, task flows, docgens, deadline chains, and reports tailored to each firm.
• Training firm staff via Zoom and Loom videos. 
• Timely email communication with clients and internal stakeholders in Slack.
• Managing migration coordination in partnership with internal experts.
• Keeping all team members accountable to ensure a smooth, on-time launch.
• Obtain and maintain Filevine certification.

Optimization Focus
You'll work with firms that are already live in Filevine, consulting them on best practices, finding long-term solutions, helping them optimize workflows, improve reporting, explore integrations, and make meaningful legal process and workflow improvements within Filevine.
Responsibilities include:

• Act as your firm's in-house expert and consultant, building long-term relationships and establishing trust. 
• Host regular check-in calls to identify priorities and screen share solutions.
• Improve task flows, automation, docgens, and reports based on evolving needs.
• Educating clients on new features, upgrades, and best practices.
• Obtain and maintain Filevine certification.

• Salary Range: $74,400 - $150,000+ per year based on experience and qualifications.
• Bonus: Opportunity to earn a monthly bonus based on the amount of client work you decide to take on. When you get better and faster at your job, you can increase your pay.
• Employee Ownership: As part of our Employee Stock Ownership Plan (ESOP), employees receive company shares at no cost, building equity in the business over time. Recent contributions have ranged from 30% to 35% of an employee’s annual salary. 
• 401k plan offered through Empower
• Health & Wellness: Medical, dental, and vision benefits are offered through various plans, and the employer covers 70% of the cost. This includes up to full family coverage with HSA and FSA options. Vineskills covers short-term disability coverage.
• Paid Time Off: Three weeks of PTO and three days of sick leave, expanding to four weeks of PTO in year four. 12 paid holidays and a growing tradition of a holiday slowdown between Christmas and New Years.
• A new Mac or Windows laptop is yours to keep on your first Vineskills' anniversary.
• 100% remote position with flexible work hours.
• Opportunity to grow your legal-finance-tech career in a fast-growing company.