Data Analyst and Automation Specialist

Job Title: Data Analyst and Automation Specialist

This is a remote role for someone who thrives in ambiguity, communicates with clarity, and builds solutions that scale. You'll bridge analytics and engineering, working across platforms to make information accessible, accurate, and actionable.

This high-output, high-ownership role requires someone who can translate stakeholder needs into working prototypes, dashboards, and reporting tools in hours, not days.

• Business Partnering, Analysis, & Performance
• Partner with teams across operations, recruiting, HR, coaching, marketing, sales, and finance to build flexible, self-serve tools.
• Collect and analyze productivity and performance data across departments; identify gaps, trends, and actionable insights.
• Proactively surface red flags, performance trends, and opportunities for improvement before leadership asks.
• Build and maintain real-time dashboards using SQL, BI platforms, and embedded spreadsheets.
• Ensure compliance, consistency, accuracy, and timeliness of all reports and dashboards.
• Maintain KPI definitions, data dictionaries, and process documentation.
• Optimize reporting for speed, reusability, and scalability across multiple business units.
• Leverage automation tools to reduce manual processes and eliminate errors.
• Perform regular audits and cleanup of databases and reporting systems to ensure data integrity.
  • CRM, API, & Systems Development
  • Architect and maintain CRM and project management automations across Salesforce, HubSpot, ClickUp, among others — including flows, triggers, reporting, and backend configuration.
  • Write and maintain scripts and integrations using Python and Java to connect data across systems, automate workflows, and support new business use cases.
  • Build and maintain API connections to sync data between CRMs, BI tools, and spreadsheets.
  • Lead integration projects from requirements gathering through deployment.
  • Collaborate with teams to capture requirements, troubleshoot issues, and drive alignment.
    • Process Documentation & Continuous Improvement
    • Standardize and document processes to ensure reporting, automation, and data workflows are consistent, scalable, and repeatable.
    • Identify opportunities for cross-platform integrations and workflow optimization to reduce manual work and increase efficiency.
    • Train stakeholders on dashboards, reporting systems, and self-serve analytics tools to drive adoption and accuracy.
      • AI & Workflow Optimization
      • Leverage AI tools to accelerate reporting, documentation, and process automation.
      • Identify opportunities where AI can reduce manual work, improve accuracy, or scale insights across the organization.

• Experience: 4–6 years of experience in data analytics, systems integration, or operations/reporting engineering.
• Spreadsheets: Expert-level proficiency in Google Sheets/Excel (including advanced formulas, automation, and cross-sheet integrations).
• Programming: Strong knowledge of SQL and APIs, with the ability to write and maintain scripts. Experience with Python and Java is highly preferred.
• Business Intelligence: Experience with BI tools (Domo, Tableau, or equivalent) and data pipeline automation.
• CRM & Tools: Hands-on experience with Salesforce, HubSpot, ClickUp, and workflow automation tools.
• Cloud & Security: Understanding of cloud platforms, data pipelines, and security best practices.
• Process Improvement: Six Sigma or similar process improvement background (preferred).
• Communication: Exceptional communicator with the ability to translate technical data into clear business insights.
• Mindset: Detail-obsessed, documentation-driven, and highly proactive in problem-solving.

Lawyers go to law school to learn how to practice law, but law school doesn't teach them how to run a business. In a world where the best cases often go to the best marketers, not necessarily the best lawyers, legal expertise alone isn't enough.

We partner with committed, growth-minded law firms that care deeply about their teams, clients, and communities. Often, it's a David vs. Goliath scenario, where the most dedicated attorneys lack the resources of their larger competitors.

Our mission is to level the playing field, equipping these firms with the tools, strategies, and support they need to stand out and win. We empower law firms to not only grow their businesses but also make a bigger impact — delivering better outcomes and driving positive change.