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Keller Postman LLC

Intake Audit Specialist

Keller Postman LLC

Intake Audit Specialist monitoring and auditing client data in a dynamic law firm environment. Collaborating with attorneys and client services to achieve data integrity.

Posted 7/21/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $75,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in data auditing and analysis within a legal context, with strong proficiency in Microsoft Excel and Salesforce. Capable of collaborating with legal teams and stakeholders to enhance processes and ensure data integrity.

Highest-signal resume keywords
Data AuditingMicrosoft Excel MasterySalesforce ExperienceLegal BackgroundProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Data AnalysisData ReconciliationDuplicate Matter ResolutionFunctional Requirements GatheringClient Data Monitoring
Soft Skills
CollaborationCommunicationProblem-Solving
Tools & Technologies
Microsoft ExcelSalesforceSigma
Industry Keywords
Legal EnvironmentClient ServicesFinanceData Analytics

About the role

Key responsibilities & impact
  • Monitor and audit incoming and extant client data in a dynamic legal environment.
  • Work internally with attorneys, legal support staff, and client services.
  • Collaborate with stakeholders to understand business needs and gather detailed functional requirements for process improvements.
  • Audit, analyze, and reconcile multiple matters, parties, and intake records.
  • Identify and resolve duplicate matters or clients who do not meet requirements and process lead refunds in a timely manner.

Requirements

What you’ll need
  • Minimum of 1-2 years of experience working with large-scale data auditing.
  • Legal, Finance, or Data Analytics background is preferred.
  • College Degree required.
  • Mastery of Microsoft Excel and/or Sigma.
  • Ideal candidates will have experience with Salesforce.
  • Must be able to read, write, and speak fluent English.

Benefits

Comp & perks
  • Discretionary bonus
  • Health insurance