Intake Audit Specialist

Keller Postman LLC is a national law firm that 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 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.               

Firm Summary: Keller Postman is an award-winning plaintiffs’ law firm that fights on behalf of consumers, workers, and veterans harmed by large corporations or the government.  Since our founding in 2018, we have recovered hundreds of millions of dollars for hundreds of thousands of clients and taken on leadership roles in high-profile product liability, employment, and consumer-rights cases.  We are a law firm focused on legal excellence.  But we are also a consumer services business focused on operational and technological innovation.    

Purpose: Keller Postman’s increasing scale creates an exciting opportunity to be data-driven at multiple levels.  This role is responsible for monitoring and auditing incoming and extant client data in a dynamic law firm environment. 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.   

Essential Functions 

• Ability to learn and improve the Keller Postman intake and data integrity processes
• Audit 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

Required Skills and Abilities 

• Mastery of Microsoft Excel
• Ideal candidates will have experience with Salesforce
• Excellent verbal, written, and interpersonal communication skills
• Analytical, problem-solving, and decision-making skills
• Excellent time management skills with a proven ability to meet deadlines
• Ability to multi-task and to work independently or as part of a team

Education/Experience: 

• 1-2 years of experience in audit or client management roles
• Financial background is preferred
• College Degree required

Certificates/Licenses Required 

• N/A

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.