Associate Program Manager (Power BI)

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Position Summary

The Continuous Improvement (CI) Associate Program Manager within the Document Review Services (DRS) team is a strategic and operational role supporting the implementation of initiatives that improve efficiency, quality, and effectiveness across global DRS operations. This role collaborates closely with the DRS CI Senior Director, Service Delivery team (ARMs and above), LDE Team Leads, other Epiq business units, and third-party vendors to drive impactful organizational change.

The CI Associate Program Manager will design, implement, and manage training programs, internal processes, reports, and digital resources. The ideal candidate is technically adept, self-motivated, collaborative, and skilled in both data analysis and stakeholder communication.

Strong Excel skills and proven experience in Power BI reporting are essential for this role.

Key Responsibilities

• Provide day-to-day support to Epiq Legal Document Experts (LDEs) and full-time employees (FTEs) by answering process questions, troubleshooting issues, and sharing best practices.
• Conduct monthly audits of ARM and RM project data.
• Deliver monthly training sessions to global DRS team members, including LDEs and FTEs.
• Compile and analyze eDiscovery metrics and generate monthly reports using Power BI.
• Identify and document best practices; maintain DRS resource materials on the SharePoint portal.
• Coordinate with third-party vendors to implement monthly Client & Counsel Surveys (CSATs) and report performance insights to DRS leadership.
• Participate in product development meetings and evaluate emerging eDiscovery tools and technologies.
• Identify and implement automation and AI opportunities for DRS, including the use of Power Automate and Agentic AI.
• Design and implement internal process improvements to increase efficiency, revenue, and client satisfaction.

Required Qualifications and Skills

• Minimum 1 year of experience in an eDiscovery-related role (managed review vendor experience preferred).
• Strong proficiency in Microsoft Excel including formulas, pivot tables, and formatting.
• Experience with Power BI report creation, visualization, and maintenance.
• Understanding of electronically stored information (ESI) review and analysis in legal contexts.
• Familiarity with Relativity and other document review tools.
• Basic knowledge of TAR and AI technologies used in eDiscovery.
• Exposure to Power Automate and/or Agentic AI is a strong plus.
• Experience using Microsoft Teams, SharePoint, and other Microsoft 365 tools.
• Excellent verbal and written communication skills; experience leading trainings and meetings.
• Strong analytical, problem-solving, and multitasking abilities.
• Highly organized, detail-oriented, and capable of working under pressure and meeting deadlines.
• Self-starter with the ability to work independently as well as collaboratively in a team environment.
• A proactive mindset with a passion for driving improvement and innovation.