Business Intelligence Analyst

UB Greensfelder; Cleveland (OH); On-site; USD 73,000 - 99,000; Full time

Job summary

UB Greensfelder is looking for a Business Intelligence Analyst to join its Marketing Department in Cleveland. This full-time role involves leveraging research tools to enhance client insights and support marketing initiatives, ideal for someone with a strong background in legal or professional services.

Qualifications

• 5+ years in a legal/professional services related field.
• Preferred experience with Intapp DealCloud and other legal industry CRMs.
• Ability to manage multiple projects simultaneously and meet deadlines.

Responsibilities

• Leverage research and competitive intelligence tools to gather targeted information.
• Prepare data-rooted reports and presentations for meetings.
• Monitor and enhance client segmentation and pipeline tracking.

Skills

Excellent written and verbal communication skills

Detail-oriented

Strong analytical and problem-solving skills

Strong technical skills

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office Suite

CRM databases

Job description

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Join to apply for the Business Intelligence Analyst role at UB Greensfelder

UB Greensfelder currently has an opening for a full-time Business Intelligence Analyst to join our Marketing Department working in the Chicago, St. Louis, Cleveland or Cincinnati office. The Business Intelligence Analyst plays an integral role in advancing client insights and knowledge of the key markets in which the firm operates including assisting in discovering new business opportunities, enhancing new client relationships, and supporting marketing efforts overall.

UB Greensfelder LLP is an Am Law 200 law firm dedicated to exceeding client expectations and delivering superior, customized legal solutions. The firm’s attorneys advise regional, national, and global businesses on a wide range of sophisticated legal matters across more than 25 specialized practice and industry groups. Renowned for its best-in-class client service and litigation excellence, UBG was named “2025 Ohio and Missouri Firm of the Year” by Benchmark Litigation and consistently earns top-tier accolades from Chambers and Partners. Established in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., UB Greensfelder has quickly emerged as a super-regional powerhouse firm in the Midwest and in top-tier business centers. For more information, please visit www.ubglaw.com. Our Business Begins With You.

Position Responsibilities Include

• Leveraging various research and competitive intelligence tools (including Bloomberg Law, Westlaw, CNS, D&B Hoovers, etc.) gathers, summarizes, and synthesizes relevant, targeted information about current and prospective clients, industries, practices, and competitor law firms for attorneys and administrative groups to identify revenue-generating opportunities and facilitate decision making in key markets and industries.
• Prepares the Business Development team and firm attorneys for meetings with clients and prospects by providing data-rooted reports and presentations in a digestible format and summarizing key insights and findings.
• Keeps a pulse on the legal industry, client industries, and other news sources and proactively recommends ways to best leverage the information.
• Monitors and enhances client segmentation, pipeline tracking, and opportunity management using the CRM to generate an opportunity score card.
• Collects, organizes, and maintains matter descriptions, jurisdictional expertise, industry/sector and practice nuances for an experience database.
• Supports the Marketing/Business Development team and the attorneys in vetting new business opportunities and provides recommendations and reporting on the value of investments and the ROI of such opportunities including, but not limited to:
• RFPs/Pitches
• Firm events
• Outside awards/nominee analysis
• Third-party legal rankings
• Speaking engagements
• Tickets and client entertainment
• Sponsorships and charitable contributions
• Professional dues and memberships
• Other data as further determined
  

Qualified Applicants Will Have

• Bachelor’s degree or equivalent with a preferred background in business, economics, library, information science or equivalent.
• 5+ years in legal/professional services related field with familiarity with CRM databases common to the legal industry. Preferred experience with Intapp DealCloud but other legal industry CRM experience is acceptable.
• Excellent written and verbal communication skills with the ability to distill complex research into clear, actionable summaries.
• Detail-oriented with a commitment to delivering high-quality work.
• Motivated, takes initiative, knows how to prioritize, is organized, and eager to learn in a fast-paced, team-oriented environment.
• Strong technical skills and experience with marketing technology platforms.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to manage multiple projects simultaneously and meet deadlines.
• Strong analytical and problem-solving skills.
  
  

UB Greensfelder recognizes the importance of forming inclusive teams of attorneys and staff to foster an environment where creative solutions are made for our clients, and all have the opportunity to thrive and succeed. We encourage candidates from a variety of backgrounds to apply to be a part of our team.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research, Analyst, and Information Technology

• Industries

  Law Practice

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