CrawlJobs Logo

New Business Intake Analyst

United States, Boston Employment contract 65000.00 - 80000.00 USD / Year · Job Posted March 05, 2026
Apply Position
Job Link Share

Job Description

McCarter & English LLP is seeking a New Business Intake Analyst who may be based in any of our offices. The New Business Intake Analyst supports the Firm’s intake process by performing risk management review associated with the new business intake process and conflicts of interest reporting.

Job Responsibility

  • Supports the Firm’s intake process by performing risk management review associated with the new business intake process and conflicts of interest reporting
  • Complete review and analysis of new client/matter requests
  • Determine if compliance with new business acceptance protocols are met
  • Complete conflict of interest searches and identify potential conflict of interest issues
  • Research parent company affiliations
  • Review all information in workflow and check for the completeness and accurateness of all information received
  • Answer inquiries regarding the new business process and provide any updates on requests received via the department email inbox

Requirements

  • Proficient in the following software programs: Intapp Open, Elite 3E, Microsoft Excel, and Microsoft Word
  • Background in conflicts searching strategies and searching, new business intake review, or risk mitigation review
  • Bachelor’s degree
  • Experience in conflicts of interest, new business intake or related risk management processes in a law firm environment required

What we offer

  • Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
  • Health & Wellness: Comprehensive medical/prescription drug coverage, including a high deductible health plan with an annual Firm health savings account (HSA) contribution
  • Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
  • Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
  • Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
  • Free and confidential employee assistance program (EAP) and behavioral health services program
  • Firm-paid back-up child/elder care, academic support and pet care program
  • Tax-advantaged college savings 529 Plan
  • Employee discounts through Working Advantage
  • Eligibility for discretionary bonus

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

New Business Intake Analyst

8 matching positions

New

Business Analyst

We are looking for a Business Analyst to support a major enterprise transformati...
Location
Location
United States , Oklahoma City
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Demonstrated experience in business analysis within cross-functional project environments
  • Strong ability to review documentation, assess business needs, and translate findings into structured deliverables
  • Hands-on experience working in Agile Scrum settings and participating in iterative delivery processes
  • Proficiency in gap analysis, requirements gathering, and process evaluation
  • Ability to create user stories, workflows, and other business analysis artifacts with clarity and precision
  • Experience developing technical and functional documentation for both business and project audiences
  • Strong verbal and written communication skills with the ability to work effectively with technical and non-technical stakeholders
Job Responsibility
Job Responsibility
  • Lead discovery sessions with stakeholders to collect, clarify, and organize business and functional needs
  • Produce clear documentation such as process maps, workflow diagrams, use cases, and user stories to support project delivery
  • Evaluate current operations to identify gaps, inefficiencies, and opportunities for process and system improvement
  • Collaborate with technical teams to convert business objectives into actionable functional specifications
  • Support testing efforts by preparing validation scenarios, tracking defects, and assisting with user acceptance activities
  • Maintain organized project artifacts and ensure requirements remain traceable from initial intake through implementation
  • Contribute to implementation efforts by helping users adapt to new processes and supporting change readiness activities
  • Work across business and technical groups to resolve issues, answer questions, and keep project deliverables aligned with expectations
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
Read More
Arrow Right

Business Analyst - Lending Tribe

Join us as a Business Analyst in our Lending Tribe. In addition to standard Bus...
Location
Location
United Kingdom , Glasgow
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Core Business Analysis Expertise: Qualified or highly experienced BA with strong analytical thinking, problem-solving skills, and the ability to turn complex, unstructured information into clear business rules and high-quality deliverables (e.g. user journeys, process maps, data models, specifications)
  • Proactive & Outcome-Driven Mindset: Self-starter who effectively plans and manages their work, stays customer-focused, and prioritises clarity, accuracy, value delivery, and operational efficiency. Able to work with minimum supervision to pick up very high level business requirements and translate into a detailed impact assessment
  • Stakeholder Engagement & Communication: Skilled at managing stakeholders at all levels, facilitating sessions, clearly communicating complex ideas, handling differing viewpoints, eliciting requirements, and confidently presenting insights.
Job Responsibility
Job Responsibility
  • Conduct analysis on the intake of new change initiative requests
  • Work with Product Owners and development teams to impact assess and estimate effort required to deliver change and to triage new demand asks, identifying which squad backlogs are the correct fit within the Lending Tribe
  • Identification and analysis of business problems and client requirements that require change within the organisation
  • Development of business requirements that will address business problems and opportunities
  • Collaboration with stakeholders to ensure that proposed solutions meet their needs and expectations
  • Support the creation of business cases that justify investment in proposed solutions
  • Conduct feasibility studies to determine the viability of proposed solutions
  • Support the creation of reports on project progress to ensure proposed solutions are delivered on time and within budget
  • Creation of operational design and process design to ensure that proposed solutions are delivered within the agreed scope
  • Support to change management activities, including development of a traceability matrix to ensure proposed solutions are successfully implemented and embedded in the organisation.
What we offer
What we offer
  • Fitness Suite
  • fitness classes
  • on-site GP
  • bicycle store
  • rooftop bar, The Beacon
  • clubs and societies
  • neuro-diverse safe environment
  • Fulltime
Read More
Arrow Right

Senior Business Analyst

Seeking a Senior Business Analyst to support a proof-of-concept demonstration us...
Location
Location
United States
Salary
Salary:
Not provided
revelit.com Logo
Revel IT
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s or Master’s degree in business administration, finance, or a related field
  • Minimum ten (10) years of experience in a business analyst role for either state, local, or corporate clients
  • Proven expertise delivering CCWIS solutions, including but not limited to, intake processes, call center operations processes, and case actioning
  • Working experience on design, configuration, and delivery of at least (2) COTS CCWIS systems, including systems by RedMane Technology
  • An understanding of how to advance a strategy and devise tactics to achieve incremental goals
  • Skilled at conducting workshops, interviews, and discovery sessions
  • Can map workflows, analyze business outcomes, and devise improvements that minimize labor and cost, while improving outcomes using technological tools envisioned in the POC
  • Successful collaboration with technical team members
  • A successful history of using Agile methods to manage complex developments
  • Strong written and verbal communication skills
Job Responsibility
Job Responsibility
  • Ensure the Objectives of the Project are Satisfied
  • Lead Exploratory Interviews, Discovery Sessions, and Workshops
  • Contribute to the Development of a New Intake Process
  • Engage client at All Levels
  • Ensure Transparency and Communications
  • Coordinate Conference Room Demonstrations
  • Contribute to the development of a roadmap
  • Draft a final report of the project
  • Lead the Agile Development Process
Read More
Arrow Right

Senior Analyst, Business Enablement

We are seeking a dynamic and detail-oriented Senior Analyst to join our Business...
Location
Location
India , Gurgaon
Salary
Salary:
Not provided
uber.com Logo
Uber
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting, Finance, a related field, or equivalent practical experience
  • 6+ years of experience in an accounting or finance role (e.g., General Ledger Accountant, Financial Operations Analyst, Accounting Process Analyst)
  • Direct, hands-on experience with the end-to-end Journal Entry (JE) process, including system flows, sub-ledger to general ledger reconciliation, approvals, and controls
  • High proficiency with spreadsheet software (e.g., Microsoft Excel, Google Sheets) for data manipulation, reconciliation, and analysis
  • Experience supporting accounting-related projects, such as process improvements, system enhancements, or audit readiness initiatives
Job Responsibility
Job Responsibility
  • Apply working knowledge of accounting principles to understand financial implications of projects and support relevant stakeholders
  • Assist with financial tracking and reporting related to quarterly reports as needed
  • Create and maintain $100 Journal Entry flows, post-project operating models, playbooks, and runbooks for net new partnerships, market launches, LOB creation, and Entity creation, to ensure repeatability and governance
  • Oversee the JIRA intake pipeline, help desk operations, and reporting. Develop automations for reporting, workflows, and requirements tracking to reduce manual effort and improve visibility
  • Actively track and manage the timely collection of all project requirements for initiatives within the business funnel
  • Proactively identify potential roadblocks to requirement gathering and work to mitigate them
  • Maintain a centralized and organized repository of project requirements
  • Provide day-to-day operational support to the business enablement function, assisting with various administrative and coordination tasks as needed
  • Prepare documentation for successful implementation of monthly stakeholder meetings, track value realization, Change Management (creating project playbooks, newsletter, ongoing stakeholder updates and Go-live announcements)
  • Contribute to the continuous improvement of operational processes and workflows
  • Fulltime
Read More
Arrow Right

Business Analyst (Life & Annuities)

The Business Analyst (Life & Annuities) role at NTT DATA involves leading transf...
Location
Location
India , Anywhere
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years in L&A domain roles, including 10+ years leading analysis and transformation in large programs
  • Prior experience in a consulting organization
  • Ability to operate in ambiguous, unstructured problem spaces and build clarity for clients and teams
  • Exceptional communication skills — executive presence, structured storytelling, and crisp documentation
  • Strong analytical and conceptual thinking
  • ability to break down complexity and design practical solutions
  • Proven experience guiding offshore/onshore delivery teams in distributed environments
  • Exposure to both Agile and hybrid delivery models
  • Core domain expertise in Life & Annuities Product Knowledge (Term, Whole, Universal Life, Indexed/Variable UL, Fixed, Indexed, and Variable Annuities, Income/retirement products (SPIA, DIA), Riders, benefits, policy features, and servicing constructs)
  • Insurance Value Chain Expertise (Application intake & underwriting, Policy issuance & lifecycle servicing, Customer/agent experience flows, Claims adjudication & payments, Billing, collections & disbursements, Distributor/agent management & compensation)
Job Responsibility
Job Responsibility
  • Client Leadership & Executive Engagement (Serve as the primary business advisor to senior client stakeholders across Distribution, Operations, Technology, Product, and Transformation
  • Lead C‑suite and SME workshops to frame problems, define future capabilities, and align on transformation priorities
  • Connect program execution to tangible business value, ensuring early wins, strong sponsorship, and measurable outcomes
  • Navigate complex client environments with political acuity, influence, and credibility)
  • Transformation Strategy & Operating Model Design (Shape transformation vision, scope, and roadmap across L&A value chains: New Business & Underwriting, Policy Admin, Servicing, Billing, Claims, Commissions, Agency/Producer Management
  • Define future‑state business processes, organizational structures, service models, hand‑offs, customer/agent journeys, and operational KPIs
  • Identify simplification, automation, straight‑through processing, and digitization opportunities to drive scale, speed, and cost efficiency
  • Recommend pragmatic changes that balance innovation with feasibility, regulatory reality, and market dynamics)
  • Business Analysis Excellence (Lead requirements discovery and definition across policy, operations, and customer‑facing processes
  • Author clear, structured BRDs, FRDs, user stories, acceptance criteria, and traceability matrices aligned to both business and technology needs
Read More
Arrow Right

IT Business Analyst

The IT Business Intermediate Analyst is an intermediate-level position responsib...
Location
Location
India , Chennai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7-8 years of relevant experience
  • Experience in data analysis with intermediate/advanced Microsoft Office Suite skills
  • Knowledge of applicable business systems and industry standards
  • Proven analytical, data analysis, organization and presentation skills
  • Demonstrated ability to manage a diverse project portfolio
  • Consistently passionate for research, ideation and exploration with understanding of business analysis procedures and concepts
  • Consistently demonstrate clear and concise written and verbal communication
  • Proven ability to work independently and in a team with understanding of how collaboration accomplishes objectives
  • Willing to work in night shift
  • Bachelor's degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Formulate and define systems scope and project objectives through research activities and provide guidance to new or lower level analysts
  • Analyze business client needs, document requirements and new technology, and derive test cases
  • Define and analyze enhancements and assist in redesigning business processes and process automation
  • Prepare reports, metrics and presentations and exchange ideas/information in a concise and logical manner between business units and IT
  • Identify risk and consider business implications of the application of technology to the current business environment
  • Test systems to ensure projects meet requirements and identify system problems to develop solutions based on analyses
  • Resolve problems by translating business requirements into technical solutions and identifying and selecting solutions through the application of acquired technical experience and precedent
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
  • User Story creation, support scrum ceremonies/ deliverables, Intake Process support
  • Release support
  • Fulltime
Read More
Arrow Right

Senior Business Solutions Analyst

The Senior Business Solutions Analyst performs business and systems analysis in ...
Location
Location
United States , Sacramento
Salary
Salary:
Not provided
zeektek.com Logo
Zeektek
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s Degree in a related discipline
  • 5 years’ experience working in a related role in the health care industry, specifically HMO, is a plus
  • 5 years’ experience as a Business Systems Analyst. Business Intelligence or Data Analytics Analyst, or Project Manager with a focus on IT implementations
  • Knowledge of continuous quality improvement (CQI) principles
  • Knowledge of Lean Six Sigma practices with certification being a plus
  • Must be able to utilize complex computer operations (intermediate basic programming in 3rd and 4th generation languages, relational databases, and operating systems) and intermediate features of software packages
  • Must be able to speak, read, write, and understand the primary language(s) used in the workplace.
Job Responsibility
Job Responsibility
  • Provide analysis, reporting, requirements definition, documentation, project leadership, business process design, and testing in support of CORE initiatives and accepted business intake requests
  • Manage responsibilities to ensure analysis results, defined requirements, reports generated and data tools maintenance support effective and accurate decision making
  • Track, trend, and analyze data to report to Directors, internal committees, external regulatory and accreditation agencies, and key performance indicator dashboards
  • Verify accuracy and completeness of team activities by developing and implementing quality control procedures
  • Prepare accurate and timely reports, including graphical displays
  • Establish and lead business supporting workgroups and governance committees
  • Create detailed instructions, process documentation, and manuals
  • Take ownership of problems and assignments and complete assigned projects within targeted timeframes
  • Create appropriate documentation for all new and/or revised procedures and instructions
  • Keep leadership, team members, and internal customers informed of project and individual task status as needed
What we offer
What we offer
  • Weekly Direct Deposit
  • 401K Matching
  • Competitive medical, dental and vision insurance
  • Consistent communication throughout your project
  • ZeekTek Referral Program
  • Fulltime
Read More
Arrow Right

Business Process Analyst - Global Services & Support

The Business Process Analyst (BPA) for Global Services & Support is responsible ...
Location
Location
United States , Waltham
Salary
Salary:
89000.00 - 110878.00 USD / Year
bostondynamics.com Logo
Boston Dynamics
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in business, operations, or a related field
  • Experience owning or materially contributing to enterprise-scale process design and/or system implementations
  • Experience operating in a scaled, audit-aware, or regulated environment
  • Strong working knowledge of CRMs, ERPs, MRPs, and related enterprise systems
  • Demonstrated ability to work through ambiguity, manage competing priorities, and drive alignment across teams
  • Exceptional communication, organization, and attention to detail
Job Responsibility
Job Responsibility
  • Own the end-to-end design, documentation, and governance of Global Services & Support processes, including change control and continuous improvement across workflows
  • Identify inefficiencies, friction points, and redundancies across workflows
  • recommend and drive process improvements, particularly at cross-functional handoffs
  • Facilitate alignment and decision-making when tradeoffs arise, balancing speed, scalability, and control
  • Ensure service and support processes support internal controls, audit readiness, and operational rigor
  • Partner with cross-functional stakeholders to align processes with business objectives
  • Serve as the primary translator between business users and IT, gathering requirements, clarifying needs, and ensuring solutions are both technically feasible and operationally sound
  • Own intake and prioritization for Global Services & Support system enhancements in partnership with IT
  • Translate business problems into clear, actionable functional requirements that meet company standards
  • Collaborate with the BizOps Insights team to define, track, and operationalize key metrics that inform optimization and accountability
What we offer
What we offer
  • medical
  • dental
  • vision
  • 401(k)
  • paid time off
  • annual bonus structure
  • Fulltime
Read More
Arrow Right