Intake Audit Specialist - Remote

Overview

The Intake Audit Specialist role at Keller Postman involves monitoring and auditing client data in a dynamic law firm environment, collaborating with various stakeholders to ensure data integrity.

In Short

• Monitor and audit incoming and existing client data.
• Work with attorneys and legal support staff.
• Identify and resolve data discrepancies.
• Coordinate meetings with third parties.
• Maintain understanding of lead sources.
• Manipulate large datasets for analysis.
• Gather functional requirements for process improvements.
• Collaborate with stakeholders for data resolution.
• Work remotely with Central Time hours.
• Base salary of $70,000 to $75,000 per year.

Requirements

• Mastery of Microsoft Excel and/or Sigma.
• Experience with Salesforce preferred.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities.
• Ability to work independently or as part of a team.
• 1-2 years of experience in data auditing.
• Background in legal, finance, or data analytics preferred.
• College degree required.
• Fluent in English.

Benefits

• Discretionary bonus.
• Comprehensive benefits package.
• Remote work flexibility.
• Opportunity to work in a dynamic environment.
• Engagement with high-profile cases.