Role OverviewThe New Business Intake Manager is responsible for ensuring effective client and matter setup and maintenance controls are followed throughout the onboarding process. This position will help ensure the Firm complies with its matter setup obligations and appropriately manages ongoing matter maintenance issues. The role involves managing a team, coordinating with other regions, and ensuring compliance with Firm policies and control procedures.
What You Will Do
Responsibilities include reviewing client and matter information, processing forms, managing team performance, and identifying matters that require escalation. The role also involves managing department records, reviewing compliance policies, and assisting with matter opening and intake training.
Why It Might Be a Fit
The ideal candidate will have strong leadership skills, the ability to manage multiple priorities, and excellent technical proficiency with Microsoft Office. Experience with Elite 3E/Aderant and InTapp is preferred.
Requirements
- Bachelor’s degree or equivalent experience
- 6+ years of experience overseeing a new business intake process
- Proven ability to manage a team with diverse personalities, skill sets, and priorities
- Strong, credible leadership presence with the ability to guide, coach, and support team members
Benefits
- Competitive salary
- Medical, dental, vision
- 401k
- Profit sharing
- Short-term/long-term disability
- Life insurance
- Tuition reimbursement
- Paid time off
- Paid holidays
- Discretionary bonuses
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