New Intake Audit Specialist

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 and it will evolve as needs change and as the candidate shapes the role. The essential functions of the role include the 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; 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.