Legal Operations Analyst

Broughton Partners; Savannah (GA); On-site; USD 85,000 - 110,000; Full time

Job summary

Broughton Partners is seeking a Legal Operations Analyst to join its cross-functional team in Savannah, GA. The role rotates through Marketing, Intake, Criteria, Claimant Services, Law Firm Relations, and Strategic Programs to learn workflow and data movement across departments.

You will own the company scorecard program, define metrics, ensure SMART goals align to strategic objectives, and partner with the Technology data team to document and validate data definitions.

Qualifications

• Experience defining or tracking KPIs and working with dashboards.
• Ability to translate business questions into measurable goals and definitions.
• Strong written and verbal communication, capable of cross-department collaboration.

Responsibilities

• Rotate through key departments to learn workflows and data movement.
• Define metrics, own the scorecard program, and align goals to strategic objectives.
• Create and maintain dashboard definitions and data source mappings.

Skills

KPIs

Dashboards

Stakeholder management

Cross-functional collaboration

Process documentation

SOPs

Change management

SQL

Excel

Power BI

Education

Bachelor's degree in business/analytics/related field

Tools

Salesforce reports

Power BI

Qlik

Domo

Job description

The Legal Operations Analyst helps Broughton Partners run its core value streams (Claimant Journey, Referral Firm Journey, and Litigating Firm Journey) with clear goals, trusted metrics, and current documentation. Reporting to the Chief Operating Officer, this role spends its first 3 months rotating through Marketing, Intake, Criteria, Claimant Services, Law Firm Relations, and Strategic Programs to learn how each department works, how work and information move between them, and how a case type moves from an early test to an established product on the rate card.The role owns the company's goal alignment and scorecard program: making sure every department SMART goal ties to the yearly strategic objective, has one agreed definition and owner, and is visible on a dashboard leaders actually use. The Operations Analyst does not build data pipelines. They define what needs to be measured, write clear requirements, and partner with the Technology data team and the MarTech team, who build and certify the underlying data. They also help keep cross-departmental documentation and change communication current, so that when a process, case type, or partner requirement changes, every affected team knows what changed and why.The ideal candidate is curious about how the whole business fits together, earns trust quickly as a neutral partner to every department, asks good questions, and explains what the numbers mean in plain language. This role is a service to the departments it supports: it exists to reduce one-off questions, repeated meetings, and confusion during change, not to audit or second-guess department leaders.Essential Functions/Duties Performed Regularly:Cross-Department Rotation and Business ImmersionComplete a structured rotation through Intake, Criteria, Claimant Services (QA and Claimant Support), Law Firm Relations, Marketing, and Strategic Programs on a schedule set by the COO with each department directorShadow the work directly: agent calls and surveys, QA audits, case delivery, survey and product builds, partner business reviews, campaign launches, and order and consortium workflowsFor each department, document its purpose, core process map, inputs and outputs, handoffs to other teams, the metrics it is measured on, and its top three friction pointsDeliver a rotation readout to the COO and the department director at the end of each rotation, including at least one practical improvement the department agrees to pursueStrategic Goal Alignment and ScorecardBuild and maintain the company scorecard that maps every department SMART goal to the yearly strategic objective: revenue growth, revenue diversification, operational and fiscal efficiency, happy clients and stakeholders, tort health, referral firm portal adoption, and compliance leadershipFlag goals that do not support a strategic objective, and strategic objectives that no department goal is moving, and bring them to the COO and directors for a decisionReview SMART goals with each director to confirm they are specific, measurable, owned, realistic, and time-bound, and that department goals do not conflict with one anotherPartner with HR on keeping job-spec KPIs consistent with department SMART goals, and facilitate the quarterly goal refreshDashboard Coverage and Metric DefinitionsEnsure every SMART goal on the scorecard has one agreed definition, an owning director, a data source, a target, a review cadence, and a dashboardWrite clear dashboard and metric requirements for the Technology data team and MarTech team, who build, validate, and certify the underlying data; track requests through deliveryMaintain the dashboard registry and metric dictionary as the single reference for what each metric means and where to find itSpot-check dashboards against source systems, identify conflicting versions of the same metric, and route defects to the data team or the owning directorRecommend dashboards and recurring reports to retire when they duplicate certified reportingValue Stream and Case Type DocumentationMaintain end-to-end process documentation for the Claimant Journey, Referral Firm Journey, and Litigating Firm Journey, including who owns each stage and what is handed off between departmentsHelp departments keep cross-functional case type reference information current, including the lifecycle stage of each case type, the information each department contributes, and where the source of truth livesWhen the same question is being asked repeatedly across departments, identify where the answer should be documented and help the owning department publish itChange Coordination and CommunicationHelp departments track material changes to processes, case types, goals, and partner requirements, including what changed, why, who approved it, and which teams are affectedConfirm that affected teams, training documentation, and stakeholders such as Sales and Law Firm Relations have been notified and updated before a change is considered completeMaintain a cross-departmental change calendar so leaders can see upcoming changes and avoid stacking too many at oncePerformance Reviews and InsightsPrepare the monthly scorecard readout for the COO and directors, focused on what changed, where performance is off target, and what decisions are neededInvestigate variances with the owning department to determine whether each reflects a data issue, a process breakdown, or a real performance changeSupport cross-functional initiatives assigned by the COO, such as the partner portal, data-driven claim verification, and internal marketing programs, by tracking milestones and dependenciesComplete ad hoc analysis as a secondary duty that supports, and does not displace, the scorecard and documentation programDocumentation and EnablementMaintain scorecard guides, metric documentation, and standard operating procedures, including uploads to TrainualTrain directors and managers to find and use the dashboards tied to their goals so routine questions do not require custom pullsOther duties as assigned.Minimum Position Requirements:Education: Bachelor's degree in business, operations management, analytics, economics, legal studies, health sciences, or a related field, or an equivalent combination of education and work-related experience.Work Experience: 3+ years of experience in operations, business analysis, project coordination, consulting, legal operations, or call center or claims operations, including work that required coordinating across multiple teams. Experience defining or tracking KPIs and working with dashboards is required. Mass tort, personal injury, legal, insurance claims, healthcare, or lead generation industry experience is preferred.Licenses or Certification: Certification in project management (such as CAPM), Lean Six Sigma (Yellow or Green Belt), Salesforce reporting, or a BI platform (Power BI, Qlik, or Domo) is preferred. Demonstrated AI tool competency is preferred.Skills Required:Working knowledge of KPIs, conversion funnels, and SMART goal design, with the ability to translate a business question into a clear, measurable goal, time-bound, and quantitative definitionsComfortable reading, questioning, and using dashboards and Salesforce reports; able to build basic Salesforce reports and do analysis in Excel or Google Sheets (pivot tables, lookups, charts). SQL or BI tool experience is a plus, not a requirementAbility to create strong process mapping and documentation skills, including writing clear SOPs, process maps (Lucid or similar), and training materials that help yield process improvement and efficienciesFast learner who builds a working understanding of unfamiliar processes, terminology, and systems by asking good questions and shadowing the people who do the workExcellent written and verbal communication skills, with the ability to summarize complex cross-departmental information for directors and executivesBuilds trust across departments as a neutral, low-ego partner; comfortable facilitating working sessions between teams with different prioritiesProven ability to weigh competing requests, recommend priorities, and push back constructively when a request duplicates existing workStrong organization and project tracking skills; experience with monday.com or a similar project management tool is a plusProficiency in Google Workspace and/or Microsoft OfficeExpertly handles privileged information, including claimant PII and health information, in alignment with internal privacy protocols and industry-standard data protection regulationsProactive professional who seeks to understand the underlying business objectives behind a request to ensure high-quality, aligned resultsComfortable using AI tools to speed up documentation, research, and analysis while verifying accuracy of the outputPhysical Requirements:Standing, walking, sitting, repetitive movements, and use of mechanical controls, such as a keyboard, are frequently required.