Client Intelligence Analyst

Client Intelligence Analyst

Location: Dallas, TX or Tampa, FL

Work Arrangement: Hybrid

Compensation: $90,000–$120,000+ | Overtime & Bonus Eligibility

Industry: AmLaw 100 | Legal Technology, Business Intelligence & Analytics

Position Overview

Plona Partners is partnering with a leading AmLaw 100 law firm seeking a talented Client Intelligence Analyst to support the development, implementation, and ongoing enhancement of its enterprise intelligence, analytics, and automation platforms. This position sits at the intersection of business intelligence, data engineering, legal technology, and emerging artificial intelligence solutions. The successful candidate will help design and support lawyer-facing intelligence tools that enable attorneys and business professionals to make informed decisions, streamline operations, and improve client service.

Working across Microsoft Power BI, Fabric, Power Platform, Copilot, and related technologies, this professional will collaborate with stakeholders throughout the firm to deliver scalable reporting, automation, and data-driven solutions. The role offers significant exposure to enterprise-wide technology initiatives, AI-enabled innovation, and digital transformation within a sophisticated legal services environment.

Key Responsibilities

Business Intelligence & Analytics Development

• Design, develop, maintain, and enhance business intelligence dashboards, reports, and analytics solutions using Microsoft Power BI and related technologies.
• Build and optimize Power Query transformations, DAX measures, semantic models, visualizations, and reporting frameworks.
• Develop reusable analytics components that improve reporting consistency, efficiency, and scalability.
• Implement appropriate security configurations, data validation procedures, and performance optimization techniques.
• Collaborate with business stakeholders to translate operational requirements into practical analytics solutions.

Data Engineering & Platform Integration

• Partner with data engineering and technology teams to integrate information from multiple business systems and data sources.
• Support data pipeline development and transformation using Microsoft Fabric, SQL, Lakehouse/OneLake, notebooks, and related technologies.
• Assist in establishing data quality controls, standardized reporting metrics, and governance practices.
• Troubleshoot technical issues involving data integrations, reporting platforms, and application performance.
• Contribute to the development of scalable enterprise intelligence architecture.

Automation & AI-Enabled Solutions

• Develop and maintain workflow automation using Microsoft Power Automate, Power Platform, and comparable technologies.
• Support the evaluation and implementation of emerging AI capabilities, including Microsoft Copilot and Copilot Studio.
• Identify opportunities to automate manual processes, enhance attorney productivity, and improve business operations.
• Collaborate with technology teams to test, deploy, and support new platform features and enhancements.
• Assist in evaluating emerging analytics and automation technologies for future implementation.

Stakeholder Collaboration & Technology Adoption

• Work closely with attorneys, business professionals, IT, knowledge management, finance, marketing, and other administrative departments.
• Partner with change management, training, and professional development teams to support platform adoption.
• Develop technical documentation, user guides, configuration materials, and release documentation.
• Assist with training initiatives, onboarding programs, and communications designed to improve user engagement.
• Support the development of analytics standards, best practices, and a centralized center of excellence.
• Translate complex technical concepts into clear, actionable information for nontechnical stakeholders.

Required Qualifications

• Bachelor's degree in Information Systems, Computer Science, Data Analytics, Business Intelligence, or a related field.
• Minimum of 3 years of experience in business intelligence, analytics engineering, data analytics, automation development, or a related discipline.
• Strong hands-on proficiency with Microsoft Power BI, including DAX, Power Query, semantic modeling, dashboard development, and performance optimization.
• Strong SQL skills, including experience querying, transforming, validating, and analyzing data from multiple sources.
• Experience with Microsoft Fabric or comparable cloud-based analytics environments.
• Familiarity with data pipelines, lakehouse or warehouse architecture, and modern data integration practices.
• Experience developing workflow automation using Microsoft Power Automate, Power Platform, or similar technologies.
• Understanding of software testing, release management, technical documentation, and development environments.
• Familiarity with data security, governance, and compliance principles.
• Demonstrated interest in AI-enabled business applications and emerging enterprise technologies.

Preferred Qualifications

• Prior experience within a law firm, professional services organization, or similarly complex enterprise environment.
• Familiarity with legal technology platforms, law firm business operations, and attorney-facing reporting solutions.
• Hands-on experience with Microsoft Fabric, OneLake, Copilot Studio, or related Microsoft technologies.
• Experience supporting enterprise-wide technology adoption, process improvement, or digital transformation initiatives.
• Knowledge of data governance, standardized reporting frameworks, and analytics best practices.