Business Analyst - Intake jobs in United States
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Keller Postman LLC · 2 days ago

Business Analyst - Intake

Keller Postman LLC is a law firm representing a diverse array of clients in various litigation matters. They are seeking a highly analytical and proactive Business Analyst to join their Intake Department, focusing on process documentation, project tracking, data analysis, and system optimization to enhance operational efficiency and client experience.

AdviceConsultingLegal

Responsibilities

Extract and analyze data from various sources, such as case management systems, client databases, and financial records
Identify trends, patterns, and opportunities for improving operational performance
Evaluate and document existing workflows within the Intake Department
Propose and implement optimization strategies to enhance operational efficiency and streamline processes
Assist in planning and tracking projects related to technology upgrades or process changes
Collaborate with stakeholders to understand business needs and gather detailed functional requirements for new systems, features, or enhancements
Develop comprehensive documentation, including business requirements, use cases, and technical specifications
Create and maintain Standard Operating Procedures (SOPs) for intake operations
Generate detailed reports and dashboards using tools like Excel or Sigma to provide actionable insights to decision-makers
Communicate findings and recommendations effectively through data visualizations
Partner with IT teams to ensure seamless integration of new systems or enhancements into existing workflows
Participate in User Acceptance Testing (UAT) to validate functionality and ensure user needs are met
Analyze client feedback and identify opportunities to enhance service delivery and improve the overall client experience

Qualification

Data AnalysisProcess ImprovementTechnical ProficiencyClient Feedback AnalysisProject ManagementAnalytical SkillsCommunication SkillsProblem-SolvingOrganizational Skills

Required

Bachelor's degree in Business Administration, Data Analytics, or a related field
Minimum of 2 years of experience as a Business Analyst or in a similar role, preferably within the legal industry
Strong ability to interpret data, identify trends, and draw meaningful conclusions
Exceptional verbal and written communication skills to gather requirements, present findings, and collaborate with cross-functional teams
Expertise in data analysis tools like Excel, Power BI, or Tableau
Familiarity with project management software (e.g., Jira, Trello) and legal practice management systems
Proven ability to identify issues, analyze root causes, and implement practical solutions
Ability to manage multiple priorities, meet deadlines, and maintain attention to detail in a fast-paced environment

Preferred

Familiarity with CRM – Salesforce is a plus
Experience with process documentation tools (e.g., Lucidchart) and SOP creation

Benefits

Discretionary bonus
Benefits

Company

Keller Postman LLC

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Keller Postman LLC is a national law firm that represents a broad array of clients as plaintiffs in complex litigation at the trial and appellate levels.

Funding

Current Stage
Growth Stage

Leadership Team

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Adam Gerchen
Chief Executive Officer
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Amelia Frenkel
Partner
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Company data provided by crunchbase