Keller Postman LLC · 1 week ago
Intake Audit Specialist
United States
Full-time
Remote
Entry Level
$70K/yr - $75K/yr
1+ years expKeller 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.
AdviceConsultingLegal
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
Qualification
Required
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
Preferred
Ideal candidates will have experience with Salesforce
Legal, Finance, or Data Analytics background is preferred
Benefits
Discretionary bonus
Benefits
Company
Keller Postman LLC
Keller Postman LLC is a national law firm that represents a broad array of clients as plaintiffs in complex litigation at the trial and appellate levels.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Adam Gerchen
Chief Executive Officer
Amelia Frenkel
Partner
Recent News
bloomberglaw.com
2025-10-30
2025-10-29
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