Legal Operations Analyst
- 🇺🇸 United States
- On-site
- Manager or above
- 1 day ago
- CAPM
- Lean Six Sigma
- Green Belt
- Salesforce
- Power BI
- Qlik
- Domo
- AI
- Excel
- Google Sheets
- Pivot Tables
- SQL
- Monday.com
- Google Workspace
The Legal Operations Analyst helps Broughton Partners run its core value streams (Claimant Journey, Referral Firm Journey, and Litigating Firm Journey) with clear goals, trusted metrics, and current documentation. Reporting to the Chief Operating Officer, this role spends its first 3 months rotating through Marketing, Intake, Criteria, Claimant Services, Law Firm Relations, and Strategic Programs to learn how each department works, how work and information move between them, and how a case type moves from an early test to an established product on the rate card.
The role owns the company's goal alignment and scorecard program: making sure every department SMART goal ties to the yearly strategic objective, has one agreed definition and owner, and is visible on a dashboard leaders actually use. The Operations Analyst does not build data pipelines. They define what needs to be measured, write clear requirements, and partner with the Technology data team and the MarTech team, who build and certify the underlying data. They also help keep cross-departmental documentation and change communication current, so that when a process, case type, or partner requirement changes, every affected team knows what changed and why.
The ideal candidate is curious about how the whole business fits together, earns trust quickly as a neutral partner to every department, asks good questions, and explains what the numbers mean in plain language. This role is a service to the departments it supports: it exists to reduce one-off questions, repeated meetings, and confusion during change, not to audit or second-guess department leaders.
Essential Functions/Duties Performed Regularly:
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Cross-Department Rotation and Business Immersion
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Strategic Goal Alignment and Scorecard
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Dashboard Coverage and Metric Definitions
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Value Stream and Case Type Documentation
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Change Coordination and Communication
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Performance Reviews and Insights
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Documentation and Enablement
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Other duties as assigned. |
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Qualifications
Minimum Position Requirements:
Education:Bachelor's degree in business, operations management, analytics, economics, legal studies, health sciences, or a related field, or an equivalent combination of education and work-related experience.
Work Experience:3+Â years of experience in operations, business analysis, project coordination, consulting, legal operations, or call center or claims operations, including work that required coordinating across multiple teams. Experience defining or tracking KPIs and working with dashboards is required. Mass tort, personal injury, legal, insurance claims, healthcare, or lead generation industry experience is preferred.
Licenses or Certification:Certification in project management (such as CAPM), Lean Six Sigma (Yellow or Green Belt), Salesforce reporting, or a BI platform (Power BI, Qlik, or Domo) is preferred. Demonstrated AI tool competency is preferred.
Skills Required:
- Working knowledge of KPIs, conversion funnels, and SMART goal design, with the ability to translate a business question into a clear, measurable goal, time-bound, and quantitative definitions
- Comfortable reading, questioning, and using dashboards and Salesforce reports; able to build basic Salesforce reports and do analysis in Excel or Google Sheets (pivot tables, lookups, charts). SQL or BI tool experience is a plus, not a requirement
- Ability to create strong process mapping and documentation skills, including writing clear SOPs, process maps (Lucid or similar), and training materials that help yield process improvement and efficiencies
- Fast learner who builds a working understanding of unfamiliar processes, terminology, and systems by asking good questions and shadowing the people who do the work
- Excellent written and verbal communication skills, with the ability to summarize complex cross-departmental information for directors and executives
- Builds trust across departments as a neutral, low-ego partner; comfortable facilitating working sessions between teams with different priorities
- Proven ability to weigh competing requests, recommend priorities, and push back constructively when a request duplicates existing work
- Strong organization and project tracking skills; experience with monday.com or a similar project management tool is a plus
- Proficiency in Google Workspace and/or Microsoft Office
- Expertly handles privileged information, including claimant PII and health information, in alignment with internal privacy protocols and industry-standard data protection regulations
- Proactive professional who seeks to understand the underlying business objectives behind a request to ensure high-quality, aligned results
- Comfortable using AI tools to speed up documentation, research, and analysis while verifying accuracy of the output
Physical Requirements:
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Standing, walking, sitting, repetitive movements, and use of mechanical controls, such as a keyboard, are frequently required. |
Legal Operations Analyst · Broughton Partners