[Remote] Intake Audit Specialist

Note: The job is a remote job and is open to candidates in USA. Keller Postman LLC is a law firm representing clients in various legal matters. They are seeking an Intake Audit Specialist responsible for monitoring and auditing client data, collaborating with internal and external stakeholders to ensure data integrity and improve processes.

Responsibilities

• 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

Skills

• 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
• 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
• College Degree required
• Must be able to read, write, and speak fluent English
• Ideal candidates will have experience with Salesforce
• Legal, Finance, or Data Analytics background is preferred

Benefits

• Discretionary bonus
• Benefits

Company Overview