Client Engagement Terms Analyst
About The Position
The Client Engagement Terms Analyst plays an integral role in assisting the Firm in managing and responding to the evolving landscape of client-driven requests and engagement terms, centrally involving Outside Counsel Guidelines (“OCG”), Due Diligence Questionnaires (“DDQ”), Requests for Proposal (“RFP”), and modification to the Firm’s standard engagement letter. This position will be based in our New York office (hybrid). The Client Engagement Terms Analyst will review and analyze documents and data, execute projects, and perform other functions related to maintaining and analyzing client relationships to meet the evolving needs of the Firm. This role is responsible for assisting with the end-to-end client contracting process, including intake of new client requests and terms, coordination of cross-functional reviews, tracking of client contracts through execution, and ongoing internal reporting through the Firm’s Business Intake System (“BIS”). The Client Engagement Terms Analyst will liaise directly with the Firm’s Partners, Client Engagement Committee members, and clients.
Requirements
- Bachelor’s Degree
- Minimum of three years law firm/industry experience
- Excellent close-reading, analytical, troubleshooting, organizational, and planning skills
- Knowledge of relevant Firm computer software programs (e.g., Outlook, MS Word, Excel, PowerPoint), with the ability to learn new software and operating systems and actively interact with same (e.g., Aderant Expert, A.I., relational databases)
- Demonstrates close attention to detail
- Ability to handle multiple projects and shifting priorities
- Ability to synthesize, interpret and summarize information in a clear, concise manner
- Ability to use discretion, handle sensitive matters, maintain confidentiality and exercise independent and sound judgment
- Ability to read, interpret and follow instructions
- Ability to prioritize work and meet deadlines
- Demonstrates effective interpersonal and communication skills, both verbally and in writing
- Ability to work well independently as well as effectively through collaboration within a team
- Flexibility to adjust hours and work the hours necessary to meet operating and business needs
Responsibilities
- Analyzes documents and data, interprets results, summarizes findings and presents to partners and management for effective decision making.
- Reviews and analyzes OCG and other client engagement terms such as master retention agreements, to identify relevant issues of concern to the Firm and draft internal and external facing responses related thereto.
- Reviews and analyzes DDQ and RFP, managing the collection of cross-functional information, and drafting internal and external facing responses relating thereto.
- Support the new business intake process by confirming operative OCG-driven engagement terms through the BIS to facilitate conflicts of interest clearance and the drafting of Firm engagement letters.
- Leverages available technology resources to assist in analysis of OCG and DDQ/RFP related assignments (e.g., A.I./Machine Learning; SQL-based queries; Firm Dashboard).
- Serves as resource and a central point of contact regarding OCG and DDQ/RFP related content.
- Updates departmental documentation relating to OCG and DDQ/RFP analysis.
- Reviews documentation and creates database records summarizing OCG-related terms; performs ongoing maintenance of related database, including escalation of outstanding records.
- Understands and responds to inquiries and requests made by attorneys, legal assistants and other business services professionals and demonstrates this understanding using effective communication.
- Handles multiple client analysis projects and works closely with management, partners, and other Firm stakeholders across departments as needed to achieve the Firm’s objectives.
- Liaises with various Firm personnel and administrative departments as necessary to complete assignments; maintains multiple touchpoints with the Client Accounting department to facilitate seamless coordination.
Benefits
- Competitive salaries and year-end discretionary bonuses.
- Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.
- Generous paid time off.
- Paid leave options, including parental.
- In-classroom, remote, and on-demand learning and professional development opportunities.
- Robust well-being classes and programs.
- Opportunities to give back and make an impact in local communities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
