Client Intelligence Analyst

Holland & Knight•Tampa, FL

9d•Onsite

About The Position

The Client Intelligence Analyst supports the design, development, deployment, maintenance, and ongoing enhancement of lawyer-facing intelligence tools and platforms. The role delivers analytics, reporting, automation, and AI-enabled solutions using Microsoft Power BI, Fabric, Power Platform, Copilot, and related technologies, helping lawyers and business professionals make data-driven decisions and improve operations. The analyst supports adoption and enablement efforts in collaboration with Change & Transformation, Training, Professional Development, and IT Support. The role works closely with data strategy and governance, marketing technology, financial and HR reporting, practice development, knowledge management, IT applications, and other teams. It combines technical development, problem solving, and product support with an understanding of business needs so that users can engage effectively with the tools and the platforms can evolve to meet future needs. The position may be based at the firm's global operations center in the Tampa Bay area or its Dallas office. The firm expects a regular and predictable work schedule and full attention to work activities during business hours, unless otherwise approved or required by applicable law.

Requirements

Bachelor's degree in a relevant field.
At least 3 years of experience in business intelligence, analytics, analytics engineering, data or automation development, or a related field.
Excellent proficiency in business intelligence, application development, and data visualization.
Strong proficiency with Microsoft Power BI, including DAX, Power Query, semantic modeling, visualization, security, and performance optimization.
Strong proficiency with SQL and experience investigating, transforming, and validating data from multiple sources.
Experience with Microsoft Fabric or a comparable modern cloud analytics platform, including lakehouse or warehouse concepts, pipelines, notebooks, and data transformation.
Experience developing workflow automation using Microsoft Power Automate, Power Platform, or comparable technologies.
Familiarity with testing, development/test/production environments, version control, release management, and technical documentation.
Experience with and willingness to learn more about Microsoft OneLake, Fabric, Power Platform, Copilot, and related concepts and applications.
Exceptional proficiency with MS Office and Power Platform, especially for analyzing and communicating data-related concepts.
Proficiency with cybersecurity best practices and compliance requirements in the legal industry and for clients such as financial and governmental institutions.
Strong stakeholder management and ability to work effectively across technical and business teams.
Excellent written and verbal communication skills, including explaining complex technical concepts to business and nontechnical audiences.
Strong organizational, teamwork, customer service, and critical-thinking skills.
Ability to develop effective, collaborative relationships with business teams, lawyers, firm administrative departments, and vendors.
Ability to manage multiple complex assignments with competing deadlines and priorities.
Initiative and creativity in developing approaches to challenges and supporting lawyer productivity, client service, and the firm's fiscal health.
Ability to sit or stand for extended periods and perform moderate or advanced keyboard use.

Nice To Haves

Master's degree, related coursework, or certifications.
Knowledge and understanding of the legal technology landscape, including trends, tools, and industry standards.
Experience with Microsoft Fabric, OneLake, Copilot Studio, or related Microsoft technologies.
Familiarity with generative AI tools and capabilities.

Responsibilities

Support the design, development, maintenance, and enhancement of intelligence and analytics solutions using Microsoft Power BI, Fabric, Power Platform, Copilot Studio, and related technologies.
Support evaluation, selection, and adoption of future enhancements as analytics, automation, and AI capabilities evolve.
Develop reports, including Power Query transformations, semantic models, DAX measures, visualizations, security configurations, performance optimization, and reusable analytics components.
Develop and maintain technical and end-user documentation for Client Intelligence products, processes, configurations, and releases.
Design and maintain workflow automations and application integrations using Power Automate, Power Platform, and related technologies.
Partner with the Data Solutions Engineering team to design and deliver data pipelines across disparate sources, using Microsoft Fabric capabilities such as SQL, Lakehouse/OneLake, notebooks, pipelines, transformations, semantic models, and data-quality controls as appropriate.
Collaborate with software engineers, solutions engineers, and business stakeholders to create solutions and support business processes.
Support IT staff, vendors, and third parties in addressing system-level technical issues, managing integrations, and implementing upgrades and enhancements.
Contribute to establishing a center of excellence and best practices for analytics, dashboards, and application design and development.
Work with governance and data stakeholders to establish standard metrics reporting and analyze data quality and quantity trends within intelligence tools.
Partner with PMO and Change Management teams to support platform adoption and ongoing enhancements.
Develop standard configuration documentation and guides for data consumers.
Collaborate on end-user training, onboarding, user adoption programs, and communications.
Maintain a regular and predictable work schedule and remain engaged in work activities during business hours, unless otherwise approved or required by applicable law.
Perform special projects and other assigned duties.

Benefits

Comprehensive medical plans, including PPO and HDHP options, with domestic partner coverage.
Dental and vision plans, including domestic partner coverage.
Life and AD&D insurance.
Short- and long-term disability insurance.
Tax-advantaged accounts for health care expenses, including FSAs and HSAs.
Dependent care FSAs.
Health advocacy services.
Behavioral health and counseling resources for all family members.
401(k).
Profit sharing.
Backup dependent care.
Senior care planning support.
Resources for individuals with developmental disabilities and their caregivers.
Paid holidays and other paid time off, including paid leave for new parents.