Senior New Business Intake Analyst

About the role

This exempt position supports the Firm’s financial business systems as part of the New Business Intake team. The Senior New Business Intake Analyst handles complex intake activities, assists with workflow administration, and serves as a key operational resource in the client/matter intake and maintenance processes.

Responsibilities

• Review and process complex client and matter intake requests in accordance with firm policies and established procedures
• Assist with escalated intake matters requiring additional analysis, workflow coordination, or collaboration with attorneys and administrative departments
• Assist with administration and monitoring of intake workflow processes to support timely completion of requests and adherence to established procedures
• Serve as a resource to Business Intake Analysts and firm personnel regarding intake procedures, workflow requirements, and system functionality
• Identify workflow issues, recurring trends, and opportunities to improve efficiency, consistency, and data quality, and provide recommendations to the New Business Intake Manager
• Collaborate with attorneys, secretaries, and risk management to ensure smooth intake processing
• Manage data associated with clients and matters for departing attorneys.

Qualifications

• This individual should possess a minimum of 4 or more years of experience supporting business intake, matter management, workflow administration, financial operations, legal operations, professional services operations, or related business process functions.
• Experience working with automated workflow systems and enterprise business applications is required.
• Candidates should demonstrate experience handling complex business process requests, coordinating across multiple stakeholders, participating in process improvements, supporting system enhancements or testing, and providing user guidance or training.
• Law firm intake, accounting, conflicts, or similar professional services operations experience is preferred.

Skills

• Strong interpersonal, organizational, and client service skills
• Excellent written and verbal communication skills
• Keen attention to detail with ability to multi-task and meet deadlines
• Intermediate proficiency in Microsoft Excel, Word, and Outlook
• Aptitude and willingness to learn new software/applications; Intapp Intake experience a plus
• Strong research, problem-solving, decision-making, and analytical abilities
• Ability to work independently and collaboratively with diverse personalities at all levels
• Ability to maintain confidentiality and adapt to changing business needs

Education

Bachelor’s degree from an accredited institution preferred and/or advanced certifications in business process management, such as, PMP or Six Sigma.