Filevine

• Own Filevine’s FedRAMP 20x Moderate strategy, delivery plan, certification readiness, and ongoing compliance posture. • Lead the design and execution of FedRAMP evidence automation, continuous monitoring, and reporting required for Marketplace certification and sustained authorization. • Serve as the single-threaded owner for FedRAMP engagements with 3PAOs, the FedRAMP PMO, agency stakeholders, and internal executive sponsors. • Set the roadmap and priorities for dedicated FedRAMP engineering resources, ensuring regulatory requirements become shipped technical controls, automated evidence, and operationally sustainable processes. • Own POA&M governance, risk acceptance workflows, certification readiness reporting, and remediation planning across product and platform teams. • Ensure FedRAMP implementations are pragmatic, risk-based, technically grounded, and appropriately scoped for Filevine’s architecture, maturity, and business priorities. • Provide clear, consistent executive reporting on progress, risk, tradeoffs, dependencies, resourcing needs, and certification readiness. • Drive governance for vulnerability findings from scanning tools, penetration tests, customer reviews, audits, and bug bounty programs, including risk adjustment, remediation ownership, escalation, and executive tradeoff decisions. • Maintain a single source of truth for security/compliance status, control gaps, remediation commitments, and customer-facing trust claims. • Ensure trust center materials, customer security responses, sales enablement messaging, and public compliance claims are accurate, current, and defensible. • Translate privacy obligations and customer commitments into product, engineering, and operational requirements. • Support AI and data governance efforts by ensuring privacy, security, and customer trust requirements are reflected in product and operational decisions. • Drive alignment between compliance goals, engineering capacity, product strategy, customer commitments, and business risk.

• Manage strategic accounts to find new opportunities and maximize usage in those accounts • Sell Filevine to clients seeking case management solutions, particularly in the legal vertical • Demonstrate ability to earn business by conveying the value props of Filevine • Share new insight that helps prospects properly evaluate different solutions • Prepare and tailor messaging for prospective clients • Help guide prospective clients through the purchasing process to meet agreed-upon timelines • Accurately forecast your quarterly and annual performance • Be proficient in using a CRM to manage your pipeline • Be willing to learn our sales process, and use it to manage your business, and increase your effectiveness as a rep • Develop sales strategies to increase client pipeline • Consistently meet/exceed sales quotas within a specified time frame • Partner with SDRs to effectively build a territory and identify qualified opportunities • Report on activity and performance metrics • Provide quarterly forecasts to senior sales management for various

• Sell Filevine to clients seeking case management solutions, particularly in the legal vertical. • Demonstrate ability to earn business by conveying the value props of Filevine • Share new insight that helps prospects properly evaluate different solutions • Prepare and tailor messaging for prospective clients • Help guide prospective clients through the purchasing process to meet agreed-upon timelines. • Accurately forecast your quarterly and annual performance • Be proficient in using a CRM to manage your pipeline. • Be willing to learn our sales process, and use it to manage your business, and increase your effectiveness as a rep • Develop sales strategies to increase client pipeline • Consistently meet/exceed sales quotas within a specified time frame • Partner with SDRs to effectively build a territory and identify qualified opportunities • Report on activity and performance metrics • Provide quarterly forecasts to senior sales management for various

• Sell Filevine to clients seeking case management solutions, particularly in the legal vertical. • Sell and demonstrate Filevine new product, Depo Co-Pilot • Demonstrate ability to earn business by conveying the value props of Filevine • Share new insight that helps prospects properly evaluate different solutions • Prepare and tailor messaging for prospective clients • Help guide prospective clients through the purchasing process to meet agreed-upon timelines. • Accurately forecast your quarterly and annual performance • Be proficient in using a CRM to manage your pipeline. • Be willing to learn our sales process, and use it to manage your business, and increase your effectiveness as a rep • Develop sales strategies to increase client pipeline • Consistently meet/exceed sales quotas within a specified time frame • Partner with SDRs to effectively build a territory and identify qualified opportunities • Report on activity and performance metrics • Provide quarterly forecasts to senior sales management for various

• Sell Filevine to clients seeking matter management solutions, particularly for legal teams inside corporations. • Demonstrate ability to earn business by conveying the value props of Filevine • Share new insight that helps prospects properly evaluate different solutions • Prepare and tailor messaging for prospective clients • Help guide prospective clients through the purchasing process to meet agreed-upon timelines. • Accurately forecast your quarterly and annual performance • Be proficient in using a CRM to manage your pipeline. • Be willing to learn our sales process, and use it to manage your business, and increase your effectiveness as a rep • Develop sales strategies to increase client pipeline • Consistently meet/exceed sales quotas within a specified time frame • Partner with SDRs to effectively build a territory and identify qualified opportunities • Report on activity and performance metrics • Provide quarterly forecasts to senior sales management for various

• Sell Filevine to clients seeking case management solutions, particularly in the legal vertical. • Demonstrate ability to earn business by conveying the value props of Filevine • Share new insight that helps prospects properly evaluate different solutions • Prepare and tailor messaging for prospective clients • Help guide prospective clients through the purchasing process to meet agreed-upon timelines. • Accurately forecast your quarterly and annual performance • Be proficient in using a CRM to manage your pipeline. • Be willing to learn our sales process, and use it to manage your business, and increase your effectiveness as a rep • Develop sales strategies to increase client pipeline • Consistently meet/exceed sales quotas within a specified time frame • Partner with SDRs to effectively build a territory and identify qualified opportunities • Report on activity and performance metrics • Provide quarterly forecasts to senior sales management for various

• Sell Filevine to clients seeking case management solutions, particularly in the legal vertical. • Demonstrate ability to earn business by conveying the value props of Filevine • Share new insight that helps prospects properly evaluate different solutions • Prepare and tailor messaging for prospective clients • Help guide prospective clients through the purchasing process to meet agreed-upon timelines. • Accurately forecast your quarterly and annual performance • Be proficient in using a CRM to manage your pipeline. • Be willing to learn our sales process, and use it to manage your business, and increase your effectiveness as a rep • Develop sales strategies to increase client pipeline • Consistently meet/exceed sales quotas within a specified time frame • Partner with SDRs to effectively build a territory and identify qualified opportunities • Report on activity and performance metrics • Provide quarterly forecasts to senior sales management for various

• Define the platform vision and develop a comprehensive understanding of the architecture, capabilities, and limitations across all owning and consuming teams. • Partner with platform engineers and technical leads to define requirements, constraints, and success criteria for platform investments incorporating infrastructure capabilities and customer needs into clear, actionable specifications. • Partner closely with backend engineering, infrastructure teams, and data science to drive efficiency, improve consistency, simplify processing, and align document management functionality with the broader platform. • Own the adoption and migration strategy for platform functionality, working through influence, demonstrated value, and consensus-building to drive teams toward shared solutions. • Monitor, analyze, and optimize performance, latency, cost-to-serve, and core engineering metrics. In collaboration with machine learning engineers, track AI platform outcomes, including data extraction accuracy, ingestion throughput, indexing latency, and search precision/recall. • Proactively build awareness of document platform capabilities across the organization. Mentor Associate and mid-level Product Managers in technical product processes, data-driven decision making, and infrastructure leadership.

• Serve as the primary point of contact for transcribers via Email and Slack, managing questions, issues, and routine communications • Own onboarding for new transcription Independent Contractor's: coordinating paperwork, training access, and first-week check-ins • Conduct QA reviews on transcription deliverables, flagging issues and routing feedback to appropriate owners • Maintain communication logs and ensure follow-through on open items • Support the Transcription Marketplace Strategy Team with operational tasks to clear bandwidth for strategic priorities • Contribute to process documentation as workflows are refined

• Drive the execution, production, and publishing of our social media presence across LinkedIn, Meta (Instagram/Facebook), and X (Twitter). • Transform high-level strategy into elevated, platform-ready assets that capture the Filevine brand and executive voice. • Blend high-end design with strategic writing to produce value-driven messaging. • Tailor a single idea to resonate across different channels while maintaining a highly organized workflow.