Director, Platform Data Operations

Own the shared data language across Briefly's member firms — Rimon, Scale, Caravel and OGC — and drive the process consolidation and portfolio reporting built on top. This role defines the enterprise taxonomy, ensures its adoption into record-creation systems, maintains data quality across migrations, and builds cross-firm reporting capability.

Responsibilities

• Define and own the enterprise data taxonomy across all firms, including matter structure, client hierarchy, practice groups, timekeeper classifications, and financial reporting dimensions. Establish standards that allow comparison of Aderant and Clio data at the portfolio level.
• Document the mapping from each firm's current values to the shared standard and maintain the enterprise data dictionary covering key entities across Aderant, Clio, iManage, Paylocity, and Power BI, including definitions, owners, permitted values, and system of record.
• Operate the data governance change process, covering requests, impact assessment, approval, versioning, and communication to the firms.
• Establish data stewardship at each firm and arbitrate requests for firm-specific exceptions, documenting every exception granted.
• Maintain a single inventory of core business processes at each firm, with a firm owner and a central owner identified against each.
• Design the shared version of core processes, including intake, matter opening, billing, and onboarding, and sequence their rollout across the firms.
• Identify duplicated effort and tooling across firms and quantify the savings available through consolidation.
• Own data quality across all system migrations, defining validation criteria and holding sign-off before each cutover.
• Conduct pre-migration data audits at each firm and define remediation plans before migration begins, including data discovery for firms with unstructured environments.
• Lead remediation of legacy data, including de-duplication, cleansing, reclassification, and backfill, so that historical reporting remains usable.
• Design and build the cross-firm portfolio reporting capability in Power BI, connecting Aderant Intelligence, Clio Grow, Paylocity, and iManage, covering matter economics, utilization, realization, headcount, and firm performance.
• Develop self-service reporting so that firm administrators and managing partners can access data without analyst support for every query.
• Document data lineage and transformation logic for audit and compliance purposes.
• Partner with the Technology Trainer so that training materials and standard operating procedures reflect the shared taxonomy and reporting capability, and deliver ongoing enablement to staff who create and code records daily.

Requirements

• Bachelor's degree in business, information systems, analytics, finance, or a related field, or equivalent professional experience.
• Minimum six years of experience in operations, program management, business systems, or data governance roles, preferably within an acquisition-driven or multi-entity environment.
• Demonstrated experience supporting multiple brands, entities, or operating companies from a single shared platform.
• Experience consolidating fragmented tools, vendors, or data into a single system that was adopted in practice.
• Hands-on experience building and owning a business intelligence environment, including the underlying data model rather than dashboards alone. Power BI preferred; Looker or Tableau considered.
• Working familiarity with legal practice management systems such as Aderant, Clio, Elite, or ProLaw, and with document management data models such as iManage Cloud.
• Experience designing a classification or taxonomy structure and driving its adoption across independent teams.

Skills

• Working proficiency in SQL, with the ability to profile, reconcile, and quality-check datasets drawn from multiple source systems.
• Working knowledge of legal practice management data models, including the relationship between matters, clients, timekeepers, and billing records.
• Strong analytical skills, with the ability to work in transaction-level detail without losing the strategic frame.
• Ability to build consensus across independent firms and secure adoption of shared standards without direct authority.
• Ability to communicate effectively with both senior legal leadership and administrative staff.
• Meticulous documentation habits and a disciplined approach to versioning and change control.
• Sound judgment in applying consistency standards against legitimate firm-specific requirements.
• Ability to manage concurrent workstreams across multiple firms and simultaneous system migrations.

Preferred Qualifications

• Personal ownership of a legal data migration covering matter data, billing history, trust accounting, or timekeeper records.
• Experience with legal data standards including LEDES and UTBMS.
• Familiarity with data governance frameworks such as DAMA or DCAM.
• Experience with Azure Data Factory, Databricks, or equivalent ETL and pipeline tooling.
• Chart of accounts harmonization in a multi-entity consolidation.

Pay

The base salary range for this position is $150,000 to $168,000 annually. Placement within the range depends on qualifications and relevant experience. The position is also eligible for an annual incentive of 10 to 15 percent of base salary, tied to program delivery milestones and individual performance.

About the Company

We are committed to supporting forward-thinking law firms through their next stage of growth by streamlining back-office operations and enabling access to world-class functional talent. Founded in 2021, we established the company on the belief that the modern lawyer is asked to do too much. By streamlining back-office functions under highly experienced functional leadership trained to deploy proven growth levers, we accelerate our partners' growth.