Company Description

At Expert Institute, we’re building the smarter future of legal technology. Through our cloud-based expert service platform, Expert iQ, we empower attorneys with the expertise they need to win.

We’re proud to call some of the nation’s most prominent law firms as clients. Together with our network of over 3 million subject-matter experts, we’ve had a hand in securing over $20 billion in recovered value while working across recent civil rights, Big Tech, and major league sports-related litigation.

We’re making this all happen through a SaaS-enabled model: our team is the fuel helping the expert engine run. We’re a team of researchers, medical doctors, client advocates, business development leaders, and technologists. As we roll out new Expert iQ features, expand our client base, and onboard new experts, we’re always looking for growth-minded individuals to join the team.

Job Description

This role provides the opportunity to work directly with the CEO, Board of Directors and the Executive team of a high-growth tech company. We are seeking a driven candidate who has the desire to make a lasting impact on company processes, work with data on a daily basis and develop the complete trust of all with whom she/he interacts, as this role will be privy to highly confidential information. This role requires advanced Excel skills.  

As the Director of Strategy and Analytics, your responsibilities will range from developing compelling presentations to provide data-driven insight on strategic areas of focus to providing departments with the analytical horsepower to drive initiatives. At the manager level, you will hire for, develop, coach a small team of Business Analysts. 

  • Prepare regular and circumstantial analysis for the CEO on topics ranging from sales performance to research efficiency and be prepared to provide opinions.

  • Design and execute monthly analysis packages for consumption by the Board of Directors and the company’s Executive Team.

  • Creation of models for a variety of requests ranging from client pricing, new market and product plans, projections and resource utilization.

  • Collaborate with Finance and Sales Operations for financial planning, forecasting and analysis.

  • Review and maintain data integrity within critical software systems and implement new reporting tools as needed.

  • Maintain thorough understanding of operational and financial data.

  • Proactively identify opportunities for process improvement at the company.

  • Manage the day-to-day operation of the Strategy and Analytics team, set deadlines and clear team goals; delegate tasks and monitor team performance.

  • Motivate and coach team members and support professional development


  • 5-10+ years of experience in strategy, business operations, or an equivalent field (consulting, investment banking, strategy analyst, or business analyst background is preferred)

  • Advanced Excel skills is a must

  • Strong Powerpoint and presentation skills

  • Bachelor’s or Master’s degree in a related field 

  • Proven ability to adapt to change, pivot and operate under demanding deadlines

  • Strong written, oral and interpersonal communication skills required

  • Detail-oriented strategic thinker with analytical problem-solving capabilities

  • Excited to be involved in strategic projects across departments

  • Familiarity with SQL, financial modeling and Salesforce are a plus

  • Experience managing a high-performing team is a plus

Additional Information

All your information will be kept confidential according to EEO guidelines.

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