Intake Audit Specialist

Summary

Join Keller Postman as an Intake Audit Specialist and play a crucial role in maintaining data integrity within a dynamic law firm environment. This remote position, based in the Central Time zone, involves auditing client data, resolving discrepancies, and collaborating with internal and external stakeholders. You will be responsible for identifying and resolving duplicate matters, processing refunds, and coordinating with third parties to ensure accurate client reconciliations. The role requires strong analytical and problem-solving skills, proficiency in Microsoft Excel or Sigma, and experience with large-scale data auditing. A competitive salary, discretionary bonus, and benefits are offered.

Requirements

• Mastery of Microsoft Excel and/or Sigma
• 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
• Minimum of 1-2 years of experience working with large-scale data auditing, with a strong preference for experience in the legal field, particularly alternative dispute resolution
• College Degree
• Must be able to read, write, and speak fluent English

Responsibilities

• Monitor and audit incoming and extant client data in a dynamic law firm environment
• Work internally with attorneys, legal support staff, and client services in addition to external communications with vendors and co-counsel
• Learn and improve the Keller Postman intake and data integrity processes
• Audit 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
• 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

Preferred Qualifications

• Experience with Salesforce
• Legal, Finance, or Data Analytics background

Benefits

• Base salary of $70,000 to $75,000 per year, depending on experience
• Discretionary bonus