Intake Audit Specialist

Purpose: Keller Postman’s increasing scale creates an exciting opportunity to be data-driven at multiple levels.  This role is responsible for monitoring and auditing incoming and extant client data in a dynamic law firm environment. 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; it will evolve as needs change and as the candidate shapes the role.   

• Ability to 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

• Mastery of Microsoft Excel
• Ideal candidates will have experience with Salesforce
• Excellent verbal, written, and interpersonal communication skills
• Analytical, problem-solving, and decision-making skills
• Excellent time management skills with a proven ability to meet deadlines
• Ability to multi-task and to work independently or as part of a team

• 1-2 years of experience in audit or client management roles
• Financial background is preferred
• College Degree required

• N/A

• Must be able to read, write, and speak fluent English.