We are seeking a highly analytical and detail-oriented Legal Operations Analyst to support our firms financial and operational efficiency. This role is responsible for interpreting internal CRM data to assess whether ongoing client matters are on track with key timeline and profitability benchmarks. You will work closely with finance and business development leadership to report performance trends, highlight risks, and identify opportunities to optimize case workflows and improve revenue outcomes. The ideal candidate has a strong command of data analysis, process tracking, and business operations and is comfortable acting as a liaison between multiple departments. Responsibilities: Review CRM and matter data to track progress along the case lifecycle Analyze key performance indicators (KPIs) to determine if matters are meeting internal profitability thresholds Prepare and deliver reports to the CFO and executive team highlighting trends and potential bottlenecks Collaborate with the sales team to inform on lead conversion metrics and operational capacity Identify areas of improvement in operational processes that may impact revenue or profitability Support the development of dashboards or reporting tools to visualize team and matter performance Ensure accurate data entry, system consistency, and reporting integrity Qualifications: Bachelors degree in Business, Finance, Data Analytics, or related field 24 years of experience in operations analysis, financial analysis, or business intelligence Proficiency with CRM systems (e.g., Salesforce, HubSpot, Clio, or similar). Experience with MyCase & GoHighLevel **** preferred, but not required. Advanced Excel skills; experience with reporting tools a plus Strong written and verbal communication skills Ability to manage competing deadlines and translate data into actionable insights Experience in professional services (law firm, consulting, finance) preferred Compensation: $40,000 - $60,000 yearly
Review CRM and matter data to track progress along the case lifecycle Analyze key performance indicators (KPIs) to determine if matters are meeting internal profitability thresholds Prepare and deliver reports to the CFO and executive team highlighting trends and potential bottlenecks Collaborate with the sales team to inform on lead conversion metrics and operational capacity Identify areas of improvement in operational processes that may impact revenue or profitability Support the development of dashboards or reporting tools to visualize team and matter performance Ensure accurate data entry, system consistency, and reporting integrity
Compensation:
$40,000-$60,000 per year
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