Matter Intake Manager
Berkeley Research Group (BRG)
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $95,000 - $120,000 per year
Job Level
Mid-LevelSenior
About the role
- 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.
Requirements
- Bachelor’s degree required; advanced degree or certification in finance, accounting, or legal administration preferred.
- 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; experience with Workday, InTapp, and 3E/Elite preferred.
- Additional Qualifications: Background in legal billing, conflicts, finance, or data analysis is a plus.
- Knowledge of ASC 606 Revenue Recognition concepts strongly preferred.
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
contract intakebillingfinancial data interpretationprocess improvementautomationproject setuprevenue recognitionASC 606data analysislegal billing
Soft skills
leadershipteam managementanalytical skillscommunication skillsorganizational skillstime managementprioritizationdelegationmentoringcollaboration
Certifications
advanced degree in financeadvanced degree in accountingadvanced degree in legal administration