Tort Experts

Role Description We are hiring a Business Analyst to strengthen our Intake, Lead Operations, and Marketing team by owning reporting, reconciliation, and proactive analysis across lead sources, campaigns, and the intake funnel. This role ensures accuracy in lead counts, marketing spend, and conversion data, surfaces performance insights, and creates scalable reporting solutions that empower the entire team. The ideal candidate is mid-level, highly analytical, and able to take full ownership of results with minimal oversight. They are adept at spotting trends across paid media and intake performance, building actionable reports, and anticipating issues before they become problems. Over time, this role may evolve into a companywide business analyst position, with broader responsibility for insights and reporting across teams. Location: Remote (must be available 9am – 5pm ET) What you'll do - Lead & Marketing Reporting & Reconciliation - Lead Data Reconciliation: Own the process of reconciling lead counts and spend between ad platforms (Google, Meta, TikTok), call tracking, and our intake/CRM systems (Litify, Salesforce), resolving discrepancies independently. - Custom Reporting: Deliver accurate, stakeholder-ready reports on lead volume, cost per lead (CPL), cost per acquisition (CPA), and intake funnel performance, while continuously improving report templates and workflows. - Call Center & Intake Performance Monitoring - Baseline & Monitoring Ownership: Own baseline establishment and ongoing monitoring for call center KPIs — connection rates, speed-to-lead, time-to-answer, agent conversion, turn-down and rejection patterns, and no-undialed-lead compliance. - Proactive Alerting: Be the first to know when something's off: build the reports, set the thresholds, and surface deviations proactively. Leveraging automations are a plus. - Proactive Analysis & Insights - Issue Detection: Monitor conversion rates, lead quality, and profitability by channel, campaign, lead type, and field values to proactively spot risks (e.g., spend waste, declining lead quality, intake bottlenecks) and opportunities. - Performance Analysis: Provide insights into campaign and channel profitability, bid/pricing effectiveness, attribution accuracy, and lead monetization trends from click through signed case. - Self-Serve Reporting: Build dashboards and recurring reports that give marketing, intake, and leadership visibility into critical KPIs such as spend pacing, CPL, intake-to-retainer conversion, SLA compliance without requiring manual analysis each time. - Scalable Insights: Develop frameworks for analyzing trends that can be reused across campaigns, channels, and case types. - Operational Excellence & Financial Control - Accuracy Safeguarding: Ensure all reconciliations, reallocations, and reports are error-free and backed by clear data sources across ad platforms, call tracking, and intake/CRM systems. - Process Improvement: Identify inefficiencies in reporting and reconciliation between marketing spend, lead delivery, and intake outcomes, and create scalable solutions that save time and reduce errors. - Collaboration: Support the Director of Performance Marketing, Director of Operations, and the Intake leadership team by taking on data-heavy work, freeing leadership to focus on strategy, channel growth, and team performance. - Cross-Functional Support - Internal Communication: Participate in marketing, intake, and finance threads to share reconciled numbers, reporting deliverables, and updates related to budget reallocations and lead quality. - Vendor & Partner Interaction: Join occasional calls with software vendors, media vendors, lead suppliers, or call center partners to clarify data, while leaving strategic and contract discussions to leadership. Qualifications - 4–6 years in business analysis, marketing analytics, intake/lead operations, or related analytical roles. Experience in legal case acquisition, performance marketing, lead generation, or call center reporting is strongly preferred. - Master-level proficiency with Excel/Google Sheets (pivot tables, lookups, complex formulas) and reporting dashboards (e.g., Looker, Omni, Tableau, Power BI). Hands-on experience pulling and reconciling data from ad platforms (Google Ads, Meta Ads, TikTok Ads) and intake/CRM systems (Litify, Filevine, Salesforce, HubSpot) is required. SQL is a plus. - Strong ability to slice and dice data across channels, campaigns, lead types, conversion stages, and profitability metrics, and to reconcile discrepancies between platforms, call tracking, and CRM data. - Comfortable building repeatable reports, dashboards, and using AI or automation to accelerate data comparison, attribution analysis, and anomaly detection. - Self-driven and able to take responsibility for results with little oversight, quickly becoming the go-to person for marketing and intake reporting. - Clear, concise written skills for frequent cross-functional updates and internal reports shared with marketing, intake, and finance stakeholders. - Ability to learn new systems quickly and thrive in a fast-moving environment where channel mix, campaigns, and priorities shift rapidly. - Extremely detail-oriented and accuracy-obsessed. - High ownership, proactive problem-solver who identifies and communicates issues before others see them. - Curious and driven to dig into data until key insights emerge — especially across the messy seams between ad platforms, call tracking, and CRM data. - Comfortable in a support role, enabling leadership to focus on higher-level channel strategy and team management. - Comfortable owning operational monitoring — not just pulling numbers on request, but proactively establishing what "normal" looks like, collaborating on the alerts or recurring reports to catch drift, and being the one who raises the flag. - Growth-oriented, eager to expand from marketing and intake reporting into companywide business analysis. Benefits - Uncapped quarterly profit-sharing bonuses based on company performance. - 100% company-paid monthly premiums for Fortune 500 level quality insurance plans for you and any/all dependents (US based employees): - medical (Aetna) - dental (Guardian) - vision (Guardian) - 100% company match on any employee contributions to either HSA or FSA flex benefits plans (US based employees): - $500 free FSA company contribution, even if $0 employee contribution. - 401k plan with full company match of up to 6% of salary and no vesting period required (US based employees). - Unlimited paid time off with planned role/responsibilities coverage. - Work from home equipment budget (at company's discretion). - Forever remote work environment.

• Execute the corporate marketing plan across all channels: events and conferences, content marketing, paid media, outbound campaigns, and strategic partnerships. • Lead event and conference marketing as a primary growth channel. • Execute the content marketing strategy that positions Tort Experts as a thought leader in mass tort case acquisition. • Manage and optimize paid media campaigns to generate inbound interest from prospective clients. • Design and execute creative, high-touch outbound campaigns (including gift-based strategies) that support the Business Development team’s prospecting efforts. • Identify and develop strategic marketing partnerships that expand Tort Experts’ reach and credibility within the litigation finance and plaintiff firm ecosystem. • Maintain rigorous project management across all marketing workstreams. • Partner directly with the Business Development team to align marketing activities with pipeline priorities, target accounts, and conference strategy. • Provide market intelligence and competitive insights that inform positioning, messaging, and go-to-market decisions.

• Own the full sales cycle from prospecting through close for new client acquisition. Your primary objective is net-new revenue. • Build and manage your own pipeline through outbound prospecting, conference networking, referral development, and warm introductions. This is an outbound-driven role. • Lead high-level discovery conversations with managing directors at litigation funds, managing partners at plaintiff firms, and investment directors at PE-backed case acquisition vehicles. • Navigate and structure complex, consultative sales conversations where deal structures vary by client type, lawsuit category, and capital deployment model. • Develop and execute a territory plan for your assigned market segment. Segments may include PE and institutional litigation funds, active plaintiff firms, or hybrid fund and firm structures. • Maintain rigorous pipeline management and forecasting discipline in the CRM, ensuring accuracy and visibility into deal progression. • Attend industry conferences (including MTMP and similar mass tort events) as a primary channel for relationship development and deal origination. • Partner with Client Success to ensure seamless post-close handoffs, protecting client relationships and supporting long-term revenue retention. • Provide market intelligence and competitive feedback to inform positioning, pricing, and go-to-market strategy. • Leverage AI-first tools and workflows to maximize prospecting efficiency, research, and outreach quality.

• Build and maintain AI-driven workflows using n8n or similar and custom Python logic • Design agentic systems that: Ingest data Make decisions Take actions across tools (CRM, Leadspedia, GCP, Slack, etc.) • Use LLMs (ChatGPT, Gemini) for: Data validation QA automation Content analysis Decision logic • Automate QA processes for: Web forms Lead routing Client criteria enforcement • Integrate workflows with: Google Cloud BigQuery Cloud Functions MCP (Model Context Protocol) APIs and webhooks Internal tools and third-party platforms • Partner with Ops, Marketing, and Tech leaders to: Identify high-ROI automation opportunities Eliminate repetitive human work Document workflows and ensure reliability, monitoring, and error handling