Maintain a living repository of process maps and solution documentation aligned to SOPs.
Map current-state workflows; identify friction points, decision logic, handoffs, and document requirements; and design improved procedures using appropriate methodologies.
Design future-state workflows to improve process efficiency and effectiveness.
Partner with Technology, Knowledge Management and Innovation teams to deploy and integrate tools (e.g., document automation, AI-enabled review, collaboration platforms), under the direction of the Marketing Operations Project Manager.
Develop training, targeted resources, and 1:1 coaching.
Monitor usage to surface insights and iterate.
Embed controls, RACI, SLAs, and quality checkpoints; align SOPs to risk, compliance, and audit-readiness requirements.
Build and execute change strategies, stakeholder analyses, communications, and reinforcement plans to drive sustained adoption.
Align change plans to milestones; prepare leaders and end-users with role-based enablement.
Execute communications to support readiness and sustain adoption, under the direction of the Marketing Operations Project Manager.
Conduct post-implementation reviews to validate ROI, under the direction of the Marketing Operations Project Manager.
Triage, escalate, and coordinate resolution of user issues and enhancement requests.
Build and govern Power BI dashboards for pipeline, campaign performance, client engagement, and operational throughput.
Define metrics taxonomy and data quality rules; partner with data owners to improve completeness and consistency.
Use insights to prioritize improvements and inform leadership decision-making.

Requirements

Minimum of four years of work experience, preferably in professional services, banking, or technology industries.
Experience in business analysis, process improvement, legal operations, or similar in professional services.
Familiarity with legal tech platforms and collaboration tools; comfortable with learning new technology.
Experience with adoption/change management is a plus.
Strong analytical skills and comfort working with data.
Knowledge of process improvement methodologies and KPI/benefits tracking.
Deep experience in creating and maintaining process maps and solution documentation.
Knowledge of Microsoft Power BI, SharePoint, or other business intelligence and data visualization tools.
Basic understanding of Generative AI.
Experience with CRM platforms and configurations.
Preferred PMP Certification.
Familiarity with: Salesforce; Miro; Litera Applications – Foundation, Foundation Marketing (Concep), etc.; Power Platform Suite (PowerApps, Automate, and BI); and Jira, Monday, or other PM software packages.
Hands-on experience with participation in projects that included a Generative AI component(s).

Benefits

Medical coverage, with a variety of plans
Health care and dependent care reimbursement accounts
Domestic partner coverage
Parental leave
Vacation and holiday leave
Life and accident insurance
Income protection, including sick leave, salary continuation, and long-term disability

Applicant Tracking System Keywords

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

Hard Skills & Tools

process improvementbusiness analysischange managementdata analysisprocess mappingKPI trackingGenerative AIdocument automationcollaboration platformstraining development

Soft Skills

analytical skillsstakeholder analysiscommunicationcoachingproblem-solvingadaptabilityleadershiporganizational skillsinsight generationuser support

Certifications

PMP Certification