Intake Audit Specialist

Purpose

Keller Postman’s increasing scale creates an exciting opportunity to be data-driven at multiple levels. This Intake Audit Specialist role is responsible for monitoring and auditing incoming and extant client data in a dynamic law firm environment. This position involves working internally with attorneys, legal support staff, and client services in addition to external communications with vendors and co-counsel. The position will therefore be dynamic; it will evolve as needs change and as the candidate shapes the role.

Essential Functions

• 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.
• Cook up and manage meetings and correspondence with third parties to ensure accurate client reconciliations.
• Identify the origin of deficiencies in data and flag process issues to internal and external stakeholders to reach collaborative resolution.
• 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.

Required Skills and Abilities

• Mastery of Microsoft Excel and/or Sigma.
• Ideal candidates will have experience with Salesforce.
• Excellent verbal, written, and interpersonal communication skills.
• Analytical, problem-solving, and decision-making skills.
• Ability to manage multiple priorities, meet deadlines, and maintain attention to detail in a fast-paced environment.
• Ability to multi-task and to work independently or as part of a team.

Education/Experience

• Minimum of 1-2 years of experience working with large-scale data auditing.
• Legal, Finance, or Data Analytics background is preferred.
• College Degree required.

Language Ability

Must be able to read, write, and speak fluent English.

Benefits

The compensation for this position will be a base salary of $70,000 to $75,000 per year, depending on experience, plus a discretionary bonus and benefits.