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.
Role Summary:
As a Billing and Collections Analyst at Filevine, you will drive financial health by reconciling complex account activity and resolving payment discrepancies through high-level technical analysis in tools like Salesforce and Intacct. You’ll act as a critical cross-functional liaison, utilizing expert communication to manage delinquent accounts and support the end-to-end cash application and invoicing lifecycle.
What You'll Do
Resolve payment issues on delinquent customer account
Analyze and reconcile customer account activity
Review and resolve customer invoice and payment issues
Maintain customer accounts to ensure information is up-to-date
Understand the cash application process and act as a backup as needed
Understand invoice generation and act as a backup as needed
Who You Are
Analytical and problem solving
Detail oriented
Extensive verbal/written communication
Effective decision-making and follow-through, ability to effectively communicate process/rules to internal/external customers
Technical aptitude
Experience with Excel, Intact, and Salesforce a plus
At least 1 year of collections experience
Education:
High school diploma
Bachelor’s Degree preferred
