Berkeley Research Group (BRG)
Intelligence that works.
Matter Intake Manager
Location
United States
Posted
76 days ago
Salary
$95K - $120K / year
Bachelor Degree5 yrs expEnglish
Job Description
• 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.
Job 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
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