Intake Audit Specialist

Keller Postman is a law firm that represents clients in class and mass actions, individual arbitrations, and multidistrict litigation matters. We are seeking an Intake Audit Specialist to monitor and audit incoming and extant client data in a dynamic law firm environment.

Requirements

• Ability to learn and improve the Keller Postman intake and data integrity processes
• Audit, analyze, and reconcile multiple matters, parties, and intake records and verify accounts are accurate
• Identify and resolve duplicate matters and/or clients who do not meet requirements and process lead refunds in a timely manner
• Coordinate and manage meetings and correspondence with third parties to ensure accurate client reconciliations
• Maintain a keen and dynamic understanding of lead sources as they relate to marketing, finance, and integrations management
• Manipulate large datasets to identify problematic or deficient data per the needs of attorneys
• Collaborate with stakeholders to understand business needs and gather detailed functional requirements for process improvements, data discrepancy resolution, or efficiency enhancements

Benefits

• Discretionary bonus
• Benefits