Business Analyst - Intake Department

Keller Postman represents a broad array of clients in class and mass actions, individual arbitrations, and multidistrict litigation matters at the trial and appellate levels in federal and state courts. Serving hundreds of thousands of clients in litigation and arbitration, we have prosecuted high-profile mass tort, antitrust, privacy, product liability, employment, and consumer-rights cases. Our firm also acts as plaintiffs’ counsel in high-stakes public-enforcement actions. Our mission is to achieve exceptional results for our clients, drive innovation in the practice of law, and pursue unparalleled excellence in everything we do.

Job Summary: We are seeking a highly analytical and proactive Business Analyst to join the Intake Department at Keller Postman. As a vital link between operations and technology, you will evaluate current processes, identify areas for improvement, and deliver data-driven solutions that enhance efficiency, profitability, and the client experience. This role focuses on process documentation, project tracking, data analysis, and system optimization to support the firm's objectives. The ideal candidate is detail-oriented, adept at collaborating with stakeholders across the organization, and skilled at translating business needs into actionable recommendations.

Key Responsibilities:

Data Analysis:

1. Extract and analyze data from various sources, such as case management systems, client databases, and financial records.
2. Identify trends, patterns, and opportunities for improving operational performance.

Process Improvement:

1. Evaluate and document existing workflows within the Intake Department.
2. Propose and implement optimization strategies to enhance operational efficiency and streamline processes.

Project Management Support:

1. Assist in planning and tracking projects related to technology upgrades or process changes.
2. Collaborate with stakeholders to understand business needs and gather detailed functional requirements for new systems, features, or enhancements.
3. Develop comprehensive documentation, including business requirements, use cases, and technical specifications.
4. Create and maintain Standard Operating Procedures (SOPs) for intake operations.

Reporting and Visualization:

1. Generate detailed reports and dashboards using tools like Excel or Sigma to provide actionable insights to decision-makers.
2. Communicate findings and recommendations effectively through data visualizations.

System Implementation:

1. Partner with IT teams to ensure seamless integration of new systems or enhancements into existing workflows.
2. Participate in User Acceptance Testing (UAT) to validate functionality and ensure user needs are met.

Client Feedback Analysis:

1. Analyze client feedback and identify opportunities to enhance service delivery and improve the overall client experience.

Required Skills and Competencies:

Analytical Skills:

• Strong ability to interpret data, identify trends, and draw meaningful conclusions.

Communication Skills:

• Exceptional verbal and written communication skills to gather requirements, present findings, and collaborate with cross-functional teams.

Technical Proficiency:

• 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.

Problem-Solving:

• Proven ability to identify issues, analyze root causes, and implement practical solutions.

Organizational Skills:

• Ability to manage multiple priorities, meet deadlines, and maintain attention to detail in a fast-paced environment.

Qualifications:

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

Keller Postman is an Equal Opportunity Employer.  For California Applicants, please find our CRPA information here.