Client Intelligence Analyst

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

This position may be based in either the firm’s global operations center in the Tampa Bay area or our Dallas office.

General Description

The Client Intelligence Analyst supports the design, development, deployment, process support, technical support, ongoing enhancement roadmap, and continual service delivery for the firm’s lawyer-facing intelligence tools and platforms, supporting end-to-end analytics, reporting, automation, and AI-enabled solutions, allowing our lawyers and business professionals to make data-driven decisions and optimize operations through solutions built across Microsoft Power BI, Fabric, Power Platform, Copilot, and related technologies.

As the firm’s intelligence and analytics platforms require significant adoption and enablement campaigns, this role will also support a comprehensive plan for and seamless execution in collaboration with the Change & Transformation, Training, Professional Development, and IT Support functions. This role will also collaborate very closely among the data strategy, data governance, marketing technology, financial reporting, HR reporting, practice development, KM, IT applications, and all other related teams.

This role combines technical development, problem solving, and product support with a strong understanding of business needs, ensuring our lawyers can engage effectively with the various interfaces and that the tools are continually improved, enhanced, and developed to meet future needs.
Key Responsibilities and Essential Job Functions:

• Support the design, development, and maintenance of the firm’s intelligence and analytics solutions using Microsoft Power BI, Fabric, Power Platform, Copilot Studio, and related technologies.
• Support the appropriate sourcing, evaluation, selection, and utilization of future enhancements to these tools as analytics, automation, and AI capabilities evolve.
• Develop intuitive reports, including Power Query transformations, semantic models, DAX measures, visualizations, security configurations, performance optimization, and reusable analytics components that automate reporting for operational needs.
• 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 Data Solutions Engineering team to design and deliver data pipelines across disparate data sources to cleanly unify and present information separated by organizational siloes in Microsoft Fabric using SQL, Lakehouse/OneLake capabilities, notebooks, pipelines, transformations, semantic models, and data-quality controls as appropriate.
• Liaise cross-functional relationships with software engineers, solutions engineers, and other business stakeholders to collaboratively create solutions and support business processes.
• Support IT staff, vendors, and other third parties to address system-level technical issues, manage internal and external integrations, and implement upgrades and enhancements.
• Contribute to establishing a COE and best practices for analytics and data dashboard and application design and development.
• Collaborate with governance and data stakeholders to establish standard metrics reporting and analyze trends to measure the quality and quantity of data used within intelligence tools.
• Partner closely with the firm’s PMO and Change Management teams to ensure adoption and ongoing enhancements to the platforms. Develop standard configuration documentation and related guides for data consumers. Collaborate to design end-user training, onboarding, and user adoption programs and communications.
• 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.
  

Key Capabilities:

• 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 the ability to explain complex technical concepts to business and nontechnical audiences.
• Strong organizational, teamwork, customer service, and critical-thinking skills. Familiarity with generative AI tools and capabilities.
  

Required Qualifications & Education:

• Bachelor's degree in relevant field.
• 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.
• Experience with, and willingness to learn more about, emerging Microsoft OneLake, Fabric, Power Platform, Copilot, and related concepts and applications.
• Exceptional proficiency working 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 and collaborative relationships among business 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.
• Initiative and creativity to develop unique and innovative approaches to address existing challenges and/or positively affect lawyer productivity, client service, and overall fiscal health of the firm.
• Demonstrated ability to manage multiple complex assignments with competing deadlines and priorities.
  

Preferred Qualifications & Education:

• Master’s or related coursework or certifications preferred but not required.
• 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.
  

Physical Requirements:

• Ability to sit or stand for extended periods of time.
• Moderate or advanced keyboard usage

Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.

Below are the benefits we offer: 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; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.

Applicants who are interested in applying for a position and require an accommodation during the process should contact [email protected].

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.