Client Intelligence Analyst

Holland & Knight LLP•Tampa, FL

10d

About The Position

The Client Intelligence Analyst supports the design, development, deployment, technical and process support, ongoing enhancement, and service delivery of the firm’s 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 optimize operations. The analyst also supports adoption and enablement campaigns in collaboration with Change & Transformation, Training, Professional Development, and IT Support. The position works closely with teams across data strategy and governance, marketing technology, financial and HR reporting, practice development, knowledge management, IT applications, and other functions. It combines technical development, problem solving, and product support with an understanding of business needs so that tools remain effective and evolve to meet future requirements. The position may be based at the firm’s global operations center in the Tampa Bay area or its Dallas office.

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.
Strong stakeholder-management skills 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.
Familiarity with generative AI tools and capabilities.
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.
Ability to develop effective, collaborative relationships with business teams, lawyers, firm administrative departments, and vendors.
Commitment to change management, process improvement, user adoption, and the continuing evolution of complex data strategies and needs.
Initiative and creativity in developing approaches to challenges and improving lawyer productivity, client service, and the firm’s fiscal health.
Demonstrated ability to manage multiple complex assignments with competing deadlines and priorities.

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.

Responsibilities

Support the design, development, and maintenance of intelligence and analytics solutions using Microsoft Power BI, Fabric, Power Platform, Copilot Studio, and related technologies.
Support the evaluation, selection, and use of future enhancements as analytics, automation, and AI capabilities evolve.
Develop reports, Power Query transformations, semantic models, DAX measures, visualizations, security configurations, performance optimizations, 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 that unify information from disparate sources using Microsoft Fabric and appropriate SQL, Lakehouse/OneLake, notebook, pipeline, transformation, semantic-model, and data-quality capabilities.
Collaborate with software engineers, solutions engineers, and business stakeholders to create solutions and support business processes.
Support IT staff, vendors, and other third parties in resolving 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 trends in the quality and quantity of data used in intelligence tools.
Partner with PMO and Change Management teams to support platform adoption and ongoing enhancements.
Develop configuration documentation and guides for data consumers, and collaborate on end-user training, onboarding, adoption programs, and communications.
Maintain a regular and predictable work schedule and full attention to work activities during business hours, unless otherwise approved or required by applicable law.
Perform special projects and other duties as assigned.

Benefits

Comprehensive medical plans, including PPO and HDHP options, with coverage for domestic partners.
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.
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.