Operations Coordinator

About the Role:

• The Operations Coordinator will work closely with Regional Managers to manage referral volume for the Central and Western US.
• This includes assigning daily leads to partner firms, ensuring data and documentation are provided, and staying compliant with ethics requirements.

Responsibilities:

• Maintain daily flow of referrals and track compliance data for the region.
• Support Regional Manager with case agreement records and facilitate payment compliance.
• Build progress reports and interact regularly with attorneys and partner firms.

Requirements:

• Bachelor's degree or equivalent with 2+ years of Business Development or Account Management experience.
• Effective communicator with strong phone/Zoom presence and ability to learn new technologies quickly.
• Proficiency in Microsoft Office and ability to harness qualitative and quantitative data.

Benefits:

• Full-time employees receive medical and dental insurance, 401(k) plan, paid time off, and paid holidays.
• Travel expenses are reimbursed for occasional partner visits.