Intake Audit Specialist

Keller Postman represents a broad array of clients in class and mass actions, individual arbitrations, and multidistrict litigation matters at the trial and appellate levels in federal and state courts. Serving hundreds of thousands of clients in litigation and arbitration, we have prosecuted high-profile mass tort, antitrust, privacy, product liability, employment, and consumer-rights cases. Our firm also acts as plaintiffs’ counsel in high-stakes public-enforcement actions. Our mission is to achieve exceptional results for our clients, drive innovation in the practice of law, and pursue unparalleled excellence in everything we do.

Purpose: Keller Postman’s increasing scale creates an exciting opportunity to be data-driven at multiple levels. 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; it will evolve as needs change and as the candidate shapes the role.

This position is remote; however, the candidate must be in Central Time or willing to work regular Central Time business hours. The compensation for this position will be a base salary of $70,000 to $75,000 per year, depending on experience, plus a discretionary bonus and benefits. 

Essential Functions: 

• 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.

Required Skills and Abilities: 

• Mastery of Microsoft Excel and/or Sigma.
• Ideal candidates will have experience with Salesforce.
• 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.

Education/Experience: 

• Minimum of 1-2 years of experience working with large-scale data auditing.
• Legal, Finance, or Data Analytics background is preferred.
• College Degree required.

Language Ability: 

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

Keller Postman is an Equal Opportunity Employer.  For California Applicants, please find our CRPA information here.