Keller Postman LLC

Business Analyst – Intake

Keller Postman LLC

full-time

Posted on:

Location Type: Hybrid

Location: Lake Mary • Florida • 🇺🇸 United States

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Salary

💰 $75,000 - $90,000 per year

Job Level

JuniorMid-Level

About the role

  • Extract and analyze data from various sources, such as case management systems, client databases, and financial records.
  • Identify trends, patterns, and opportunities for improving operational performance.
  • Evaluate and document existing workflows within the Intake Department.
  • Propose and implement optimization strategies to enhance operational efficiency and streamline processes.
  • Assist in planning and tracking projects related to technology upgrades or process changes.
  • Collaborate with stakeholders to understand business needs and gather detailed functional requirements for new systems, features, or enhancements.
  • Develop comprehensive documentation, including business requirements, use cases, and technical specifications.
  • Create and maintain Standard Operating Procedures (SOPs) for intake operations.
  • Generate detailed reports and dashboards using tools like Excel or Sigma to provide actionable insights to decision-makers.
  • Communicate findings and recommendations effectively through data visualizations.
  • Partner with IT teams to ensure seamless integration of new systems or enhancements into existing workflows.
  • Participate in User Acceptance Testing (UAT) to validate functionality and ensure user needs are met.
  • Analyze client feedback and identify opportunities to enhance service delivery and improve the overall client experience.

Requirements

  • Bachelor’s degree in Business Administration, Data Analytics, or a related field.
  • Minimum of 2 years of experience as a Business Analyst or in a similar role, preferably within the legal industry.
  • Familiarity with CRM – Salesforce is a plus.
  • Experience with process documentation tools (e.g., Lucidchart) and SOP creation.
Benefits
  • discretionary bonus
  • health insurance
  • flexible work arrangements

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analysisworkflow evaluationoperational performance improvementoptimization strategiesproject planningfunctional requirements gatheringbusiness requirements documentationuse case developmenttechnical specificationsUser Acceptance Testing (UAT)
Soft skills
collaborationcommunicationproblem-solvinganalytical thinkingattention to detail
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