About the role

  • Firm Intelligence Manager overseeing experience management systems and legal technology. Collaborating with stakeholders, managing data quality, and developing junior staff in a law firm context.

Responsibilities

  • Day-to-day administration of the Firm’s experience management system, which includes expertise, experience, and proposal modules
  • Oversee efforts to capture and maintain relevant and accurate experience information, including client and matter profiles
  • Collaborate with key stakeholders to gather and translate their needs into actionable solutions that leverage technology and strengthen the firm’s data strategy
  • Participate on project teams to develop and implement enhancements to the experience management platform and related systems
  • Manage data quality and ensure data integrations and imports are tested and monitored for accuracy and consistency; ensure accurate mapping to the appropriate fields; design and maintain appropriate taxonomies
  • Manage the Firm Intelligence team which supports data collection efforts, technology implementation, training/onboarding, and data projects and processes firmwide
  • Identify opportunities to improve and/or add to the experience platform and related processes and integration sources
  • Develop and mentor junior staff in subject matter, innovative technology, project management, and knowledge management
  • Design, manage, and evolve automated workflows and dashboards to capture matter information, such as form assignment and approval, and maintain process documentation
  • Manage, develop, and maintain the firm’s matter knowledge, predominantly through systems, workflows, behavior, training, and culture
  • Develop and implement data governance plans to normalize data for use in downstream systems and to support data analysis, science, and visualization
  • Manage data integration, import and export projects to ensure content is mapped, transferred and validated consistently
  • Lead Foundation backend configuration and processes for experience and expertise collection; ensure effective and timely completion of approved configurations
  • Partner with IT staff, vendors, and other third parties to address system-level technical issues, manage internal and external integrations, and implement upgrades and enhancements
  • Identify and respond to internal and external client inquiries promptly and seek feedback as appropriate
  • Support power users as they research, analyze, and prepare reports on client, matter, related party, relationship, and timekeeper experience and expertise to support the firm’s business development and strategic initiatives
  • Establish standard metrics reporting and analyze trends to measure the quality and quantity of data maintained within the experience management platform
  • Develop standard configuration documentation and related job-aids or guides for the experience management platform and related systems
  • Design and oversee complex end-user training, onboarding, and user adoption programs and communications
  • Manage rollouts of the firm’s intelligence systems and create and maintain user support materials
  • Partner closely with the firm’s PMO and Change Management teams to ensure adoption and ongoing enhancements to the platforms
  • Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law
  • Special projects and duties as assigned

Requirements

  • Significant experience working with legal technology such as experience or expertise systems, legal research tools, workflow systems, legal project management, and practice management tools
  • Significant experience with data management, process, and data system design, preferably in a legal or professional services firm
  • Demonstrated understanding of law firm structure and business practices, as well as practice-specific terminology
  • Experience working with a broad array of legal practices including transactional, litigation, and regulatory
  • Strong working knowledge of and familiarity with legal clients and markets
  • Prior law firm or professional services firm experience is preferred
  • Ability to develop effective and collaborative relationships with the BD and Marketing teams, lawyers, firm administrative departments, and vendors
  • Champion for change management, process improvement, user adoption, and the constant evolution of complex data strategies and needs
  • Demonstrated ability to manage multiple complex assignments with competing deadlines and priorities under minimal direct supervision
  • Experience managing projects from inception through planning, execution, and delivery phases
  • Experience in people management
  • Excellent written and verbal communication skills
  • Exceptional proficiency working with Microsoft Office Suite, or Microsoft 365, and Power platform especially for analyzing and communicating data-related concepts.

Benefits

  • comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners
  • life and AD&D insurance
  • short and long term disability insurance
  • tax-advantaged accounts for health care expenses, including FSAs and HSAs
  • FSAs for dependent care
  • health advocacy services
  • behavioral health and counseling resources for all family members
  • 401(k)
  • profit sharing
  • pre-tax transit and parking program
  • backup dependent care
  • senior care planning support
  • resources for individuals with development disabilities and their caregivers
  • paid holidays and other paid time off, including paid leave for new parents

Job title

Firm Intelligence Manager

Job type

Experience level

Mid levelSenior

Salary

$167,000 - $250,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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