Apply on Employer Site

BRG · 1 week ago

Matter Intake Manager

United States

Full-time

Remote

Mid, Senior Level

$95K/yr - $120K/yr

5+ years exp

Berkeley Research Group is seeking an experienced Matter Intake Manager to lead and oversee the firm’s contract intake and project setup processes. This role involves managing a team, ensuring compliance with firm policies, and driving efficiency across all intake workflows.

AdviceConsultingFinanceFinancial ServicesManagement Consulting

No H1B

Responsibilities

Manage and mentor the Contract Intake team, providing guidance, training, and performance feedback

Establish and enforce best practices for new business intake and project setup processes

Monitor workload distribution and ensure timely completion of all intake activities

Oversee review of all matter and contract setup to ensure proper interpretation and compliance with firm standards

Ensure accurate project setup for billing, revenue recognition, and reporting in alignment with ASC 606 and client guidelines

Maintain and update documentation of intake processes, workflows, and policies

Serve as primary point of contact for Finance, Legal, Tax, FP&A, and other teams regarding contract and project setup issues

Partner with IT and Data Analytics teams to optimize systems and reporting capabilities

Escalate and resolve complex contractual or billing issues in collaboration with senior leadership

Identify opportunities for process improvement and automation to enhance efficiency and accuracy

Lead quarterly project closure reviews and ensure compliance with firm standards

Support ad hoc projects and contribute to strategic planning for intake operations

Qualification

Contract intake managementAnalytical skillsLeadership experienceMicrosoft Office SuiteASC 606Communication skillsOrganizational skillsTime management

Required

Bachelor's degree required

Minimum 5+ years of experience in contract intake, billing, or related operations, with at least 2 years in a supervisory or managerial role

Strong analytical and reasoning skills with ability to interpret complex contracts and financial data

Proven leadership and team management experience

Excellent communication skills, both oral and written, with ability to interact effectively with senior management and Experts

Advanced organizational and time management skills; ability to prioritize and delegate effectively

Proficiency in Microsoft Office Suite

Preferred

Advanced degree or certification in finance, accounting, or legal administration

Experience with Workday, InTapp, and 3E/Elite

Background in legal billing, conflicts, finance, or data analysis

Knowledge of ASC 606 Revenue Recognition concepts

Company

BRG

Glassdoor3.7

BRG combines world-leading academic credentials with world-tested business expertise, purpose-built for agility and connectivity, which sets us apart—and gets our clients ahead.

Founded in 2010

Emeryville, California, USA

1001-5000 employees