Description
Salesforce is seeking a detail-oriented Legal Operations Sr. Analyst to serve as the primary administrator for our global eBilling and Matter Management platform. This role combines technical expertise with financial acumen to optimize legal spend, ensure compliance, and drive operational efficiency across our legal vendor ecosystem. This role is hybrid and goes into the office 3 days per week in San Francisco, CA or Indianapolis, IN
Responsibilities:
eBilling System Administration: Serve as the point of contact for our global eBilling and Matter Management platform, including user support, system and process optimization, data maintenance, and vendor onboarding/offboarding.
Invoice Compliance & Review: Oversee the entire electronic invoice lifecycle. Maintain billing guidelines and validation rules to ensure outside counsel invoices comply with Salesforce policies.
Spend Analysis & Reporting: Generate advanced reports and dashboards (using tools like Tableau or CRM Analytics) on legal spend, budget variance, billing compliance, and key performance indicators (KPIs) to identify cost-saving opportunities and inform financial forecasting.
Process Automation & Improvement: Identify gaps and inefficiencies related to matter lifecycle management, vendor onboarding, billing, and reporting, leveraging the Salesforce platform and other legal technology.
Stakeholder Training & Support: Serve as the main point of contact for internal Legal teams, Finance/Accounts Payable, and external law firm billing personnel to troubleshoot issues, provide system training, and communicate billing policy updates.
Financial Reconciliation: Partner with the Sr. Manager and Finance team on accruals, reconciliation, and payment processing, ensuring accurate month-end and quarter-end close activities.
Law Firm Lifecycle Management: Manage the operational lifecycle for external vendors, including the end-to-end process for law firm onboarding, vendor maintenance, and supporting the execution of outside counsel engagement agreements.
RFP and Bidding Management: Support and manage the execution of matter-level Request for Proposals (RFPs) and competitive bidding processes for outside counsel engagements, analyzing proposals and spend estimates to drive favorable economic and service outcomes.
Requirements:
Experience will be evaluated based on alignment to the Values & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer work, etc.)
Minimum of 3+ years Legal Operations Legal Billing, senior financial/billing analyst
Experience with major eBilling platforms and administration
Knowledge of Outside Counsel Billing Guidelines, UTBMS codes, and LEDES formats
Expert troubleshooting skills for invoice and system issues
Track record of process improvement in eBilling/invoice workflows
Advanced data analysis and visualization skills using Tableau or similar platforms
Strong financial knowledge including budgeting, forecasting, and spend analysis
Experience managing vendor relationships and data integrity
Excellent communication skills with diverse stakeholders
High attention to detail and accuracy
Strong problem-solving abilities
Salesforce platform experience or administration is a plus
We have a public-facing website https://salesforcebenefits.com/ that explains our various benefits, including medical, dental, 401k, ESPP, generous parental leave, adoption assistance, fertility benefits, and more. Visit for the full breakdown!
For roles in San Francisco and Los Angeles: Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.